RECOMMENDATION 01001-001
RECOMMENDATION TEXT:
CP565, Page 1 N/A Add Section/Header: “In This Notice”
IRS Action: Recommended
RECOMMENDATION 01001-002
RECOMMENDATION TEXT:
CP565, Page 1 N/A Remove the “.” Unsure why there is a period immediately before the “What you need to do” section.
IRS Action: Recommended
RECOMMENDATION 01001-003
RECOMMENDATION TEXT:
CP565, Page 2, Next Steps “If you change your name” “If you change your name or your personal information is incorrect” Reflects back to page 1 where it states, “You don’t need to respond to this notice unless your personal information is incorrect”. Personal information may be incorrect for reasons other than taxpayers changing their name. Taxpayer has a right to be informed (TBOR)
IRS Action:
RECOMMENDATION 01001-004
RECOMMENDATION TEXT:
CP565, Page 2, Next Steps “Once you receive an SSN, you must use it for all federal tax purposes and discontinue using the ITIN.” “Once you receive an SSN, you must use it for all federal tax purposes and discontinue using the ITIN.” In the notice, it appears the font is one or two points larger than the other bullets. It’s generally better to emphasize by change the text to bold.
IRS Action: Recommended
RECOMMENDATION 01001-005
RECOMMENDATION TEXT:
CP565, Page 2, Additional Information “Keyword “ITIN” for periodic updates” “Visit www.irs.gov/tin/itin for detailed information on ITIN updates” The current text is unclear to a general reader. The recommended text provides a specific instruction for the taxpayer to follow.
IRS Action: Recommended
RECOMMENDATION 01001-006
RECOMMENDATION TEXT:
CP565, Page 2, Additional Information “If you need assistance, please don’t hesitate to contact us.” “If you need assistance or feel you received this notice in error, please don’t hesitate to contact us at the phone number located at the top of Page 1 of this notice.” Continues consistency with the previous bullet points by also making this a bullet point. Also adds how to contact by directing the reader to the phone number at the top of the notice. This will enable taxpayers to notify the IRS if they feel they received this notice in error. The Taxpayer Bill of Rights includes The Right to be Inform
IRS Action: Recommended
RECOMMENDATION 01001-007
RECOMMENDATION TEXT:
CP565, Page 2, Additional Information Form W-7 instructions Application for IRS Individual Taxpayer Identification Number www.irs.gov/instructions/w7 Add: QR Code Improves taxpayers easy access to information related to this notice. Adds convenience for taxpayer compliance. It enhances the full range of resources available to the taxpayer.
IRS Action: Recommended
RECOMMENDATION 01001-008
RECOMMENDATION TEXT:
Under “Additional Information” Add the following section: •Taxpayers can create and access taxpayer online account information, including your account balance, payment history, and tax records. Visit irs.gov/your-account, select “Sign in to your Online Account” or “New Online accounts help taxpayers remain or become compliant, increase efficiency, and thereby reduce taxpayer frustration. The IRS will also receive less phone calls, less paper, less frustrated taxpayers.Our committee is receiving multiple requests and/or comments regarding taxpayer confusion and difficulty in receiving and understanding IRS Notices and Correspondence. This is consistent with the standard language approved by the IRS to be added to notices.to online account?” to get started. The Notices and Correspondence Committee believes that if the taxpayer knew they could create an on-line account, much of this confusion could be alleviated. Most taxpayers are trying to obtain or confirm individual account information on the main IRS page. In addition, many taxpayers never visit the IRS main page to realize that taxpayers have the ability to create and view their individual on-line account information. We respectfully request that this text be included at the top of ALL IRS correspondence. Our committee further recommends further detail and improvements be made to the taxpayer on-line account.
IRS Action: Recommended
RECOMMENDATION 01001-009
RECOMMENDATION TEXT:
Under “Additional Information” Include under (the above ID#) taxpayer online account QR Code Taxpayer Rights and Sources of Assistance.
IRS Action: Recommended
RECOMMENDATION 01001-010
RECOMMENDATION TEXT:
Under “Additional Information” ADD TAS Standard Language: The Taxpayer Advocate Service (TAS) is an independent organization within the Internal Revenue Service (IRS) that helps taxpayers and protects taxpayer rights. We can offer you free help if your tax problem is causing a financial difficulty, if you’ve tried and been unable to resolve your issue with the IRS, or if you believe an IRS system, process, or procedure just isn’t working as it should. Learn more at TaxpayerAdvocate.irs.gov or call 877-777-4778. Use the Taxpayer Roadmap at www.TaxpayerAdvocate.irs.gov/roadmap to help you navigate the tax system. https://www.irs.gov/taxpayer-advocate Adds convenience for taxpayer compliance. It enhances the full range of resources available to the taxpayer. This is consistent with the standard language approved by the IRS to be added to notices.
IRS Action: Recommended
RECOMMENDATION 01001-011
RECOMMENDATION TEXT:
Under “Additional Information” Include under (the above ID#) TAS QR Code. This is consistent with the standard language approved by the IRS to be added to notices.
IRS Action: Recommended
RECOMMENDATION 01001-012
RECOMMENDATION TEXT:
Under “Additional Information” ADD 17. Taxpayer Advocacy Panel Standard Language After Taxpayer Advocate Service: In an effort to publicize the Taxpayer Advocacy Panel, add the following after TAS: Taxpayers have an opportunity to provide direct feedback to the Internal Revenue Service (IRS) through the Taxpayer Advocacy Panel (TAP). TAP is a Federal Advisory Committee comprised of an independent panel of citizen volunteers who listen to taxpayers, identify taxpayers’ systemic issues, and make suggestions for improving IRS customer service. Contact TAP at www.improveirs.org. This is consistent with the standard language approved by the IRS to be added to notices .
IRS Action: Recommended
RECOMMENDATION 01001-013
RECOMMENDATION TEXT:
Include under (the above ID#) TAP QR Code. Adds convenience for taxpayers.