Page 53 - IRS Plan

Objective 2 Quickly resolve taxpayer issues when they arise

Millions of taxpayers make simple mistakes when completing their returns, and millions fail to properly
claim tax incentives for which they are eligible. Resolving these and other simple mistakes can be a
prolonged process. Through investments in our data management and taxpayer communication tools,
we will work to resolve these issues more quickly and prevent their recurrence. The initiatives that support
this objective will leverage a multichannel outreach approach.

Where we are heading

• When taxpayers make filing errors, we will reach out to them faster and offer clearer, more accessible
ways to resolve issues.
• We will help taxpayers who reach out to us get the help they need more quickly, addressing
their concerns and fixing any problems they have.
• Informed by data and enabled by improved technology, we will reach out to taxpayers when
they may owe taxes and when they may have missed credits or deductions.

How we will tailor solutions to taxpayers

The most effective, least burdensome approach appropriate based on the taxpayers’ specific
circumstances
Installment
agreement offered
Notice for eligible to a taxpayer unable
Digital alerts for individual who missed to pay their taxes at Inquiry for potential
simple mistakes a credit time of filing misreporting

Visuals are illustrative

Indicators of success

ü Increased notice response rate ü Faster resolution of compliance issues
after filing
ü Decreased repeat noncompliance rate
ü For taxpayers with the ability to pay, increased
ü Increased share of credits and deductions
claimed by those who are eligible percentage of new balance-due cases closed
within one year of assessment
ü Decreased average days between return
filing and contacting taxpayers with issues

46 IRS IRA Strategic Operating Plan
Part II: Objectives and Initiatives