Page 44 - IRS Plan
P. 44
Part III
Part I Part II Obj 1 Obj 2 Obj 3 Obj 4 Obj 5 Part IV Part V
5. Expand the scale and scope of outreach Milestones
and education forums. Expand the availability
and services offered and raise awareness
of existing forums, including refundable 1 FY 2023
credit summits, IRS education and outreach, Key tax credits and deductions identified
as the focus of initial efforts; outreach
Volunteer Income Tax Assistance (VITA) and community partnership plans
and Tax Counseling for the Elderly (TCE), developed, including key details such
Low-Income Taxpayer Clinics (LITCs),
and webinars. as communication channels, partnership
opportunities and messaging
6. Enhance and cultivate community-based
relationships and improve direct outreach FY 2023
to taxpayers, including small businesses. 2 Policies and procedures identified and
Expand relationships with taxpayer prioritized for revision to reduce taxpayer
communities by developing a greater burdens
understanding of their needs and finding
effective ways to provide information to different FY 2024
demographics in ways they will understand 3 Certain policies and procedures
and trust, including distribution of educational updated according to prioritization
materials using current and new social plan and feasibility
media platforms, podcasts, radio, television,
community-based organizations, and other FY 2024
channels. Use a variety of platforms and 4 First new set of scaled outreach
messages to reach new demographics and engagement programs launched
in cost-effective ways.
7. Expand partnerships with government FY 2024
agencies, private institutions, and others 5 Enhanced training including updated
to provide education and service. As guidance on education and outreach
appropriate and legally permissible, partner with for taxpayer-facing employees
federal, state, and local government institutions,
as well as Tribal governments, to share data FY 2024
and information to help taxpayers claim 6 Methodology and estimate of selected
available credits and receive IRS service, credits and deductions gap developed
particularly in under-resourced communities.
Expand partnerships with public and private FY 2024
institutions, such as tax preparation service 7 Pilot completed for expanded partnership
providers, software companies, VITA, low- programs with government agencies
income tax clinics, faith-based organizations, and private partners; effective programs
nonprofits, and libraries, to distribute refined and scaled up
educational materials on available
credits and deductions. FY 2025
8
8. Support the IRS shift to a culture of service New contacts launched for lawful
and continuous improvement. Develop non-filers who may be eligible for a
policies and procedures to help IRS employees credit or deduction to ensure they are
look holistically at each taxpayer’s individual aware of their eligibility and have the
situation and make sure the taxpayer is aware tools and assistance necessary to
of the credits and deductions for which they claim appropriate credits or deductions
are eligible.
IRS IRA Strategic Operating Plan 37
Part II: Objectives and Initiatives
