RECOMMENDATION 01132-001
RECOMMENDATION TEXT:
1 CP04 None-new material added Insert The IRS “Understanding your CP04 notice” Understanding Your CP04 Notice | Internal Revenue Service (irs.gov) This recommendation provides an additional explanation resource for the Taxpayer. Taxpayer Rights and Sources of Assistance.
IRS Action: Not adopted
Thank you for your recommendation. An URL linking taxpayers to IRS.gov is included on the notice & is located at the top right-hand corner of the notice under the section titled, For Your Reference. This will pull the reader to the link you suggested adding.
RECOMMENDATION 01132-002
RECOMMENDATION TEXT:
CP04 None-new material added Add QRC for the IRS link in previous recommendation Allow taxpayers to easily and efficiently access IRS website.
IRS Action: Not adopted
The notice includes a QR code for the document upload tool (DUT). An URL linking taxpayers to IRS.gov is also included on the notice.
RECOMMENDATION 01132-003
RECOMMENDATION TEXT:
CP04 Add the following section under “Additional Information”: The Taxpayer Advocate Service (TAS) is an independent organization within the IRS. We’re here to ensure that every taxpayer is treated fairly and that you know and understand your rights. Our advocates can help if you have tax problems that you can’t resolve on your own. Taxpayer Rights and Sources of Assistance.
IRS Action: Not adopted
We link to the landing page of the notice which provides information about available support from TAS
RECOMMENDATION 01132-004
RECOMMENDATION TEXT:
Add the following section under “Additional Information”: Include the TAS QR Code. Taxpayer Rights and Sources of Assistance.
IRS Action: Not adopted
Please refer to the response provided for Items #2 & #3.
RECOMMENDATION 01132-005
RECOMMENDATION TEXT:
Add the following section under “Additional Information”: The Taxpayer Advocate Panel (“TAP”) is a volunteer organization, comprised of community members, that can advocate for all taxpayers if the IRS systems, processes, or procedures are not functioning as intended. Please visit improveirs.org to submit your suggestions or concerns. Taxpayer Rights and Sources of Assistance.
IRS Action: Not adopted
Since TAP is comprised of volunteers governed by the Federal Advisory Committee Act (FACA), TAP members generally promote the TAP mission through outreach events such as meetings with local community organizations, one-on-one conversations, or media interviews. Also, TAP operations – including the development of marketing, media, & outreach products are governed by the TAP Charter & Bylaws. Therefore, this recommendation should be referred to & elevated through the proper channels within the TAP Internal Communications Committee to determine feasibility.
RECOMMENDATION 01132-006
RECOMMENDATION TEXT:
Add the following section under “Additional Information”: Include the TAP QR Code. Taxpayer Rights and Sources of Assistance.
IRS Action: Not adopted
Please refer to the response provided for Items #2 & #5.
RECOMMENDATION 01132-007
RECOMMENDATION TEXT:
Add New Section titled “Additional Information” This will create the frame for the next following recommendation for a QRC for Individual Online Accounts. This IOLA recommendation calls out an IRS Priority to encourage online accounts. The new section heading is a necessary precursor.
IRS Action: Not adopted
Thank you for the prelude, it’s appreciated. To maintain clarity & avoid confusion concerning the number of recommendations received, prerequisites are typically not required. For accuracy, a total of 10 recommendations were identified within this referral. The header states there are 15 recommendations.
RECOMMENDATION 01132-008
RECOMMENDATION TEXT:
CP04 listed under “Additional Information” Add the following section under “Additional Information”: TAXPAYER ONLINE ACCOUNT – Taxpayers can create and access taxpayer online accounts. Please go to irs.gov, select “Sign into your Online Account” to get started; or Scan the QR Code found within this Notice. Our committee is receiving multiple requests and/or comments regarding taxpayer confusion and difficulty in receiving and understanding IRS Notices and Correspondence. This will help taxpayers remain or become compliant, increase efficiency, reduce frustration. The IRS will also receive less phone calls, less paper, less frustrated taxpayers. 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. OR, taxpayers never visit the IRS main page to realize that taxpayers have the ability to create and view taxpayer’s individual on-line account information. Therefore, we respectfully request that this text be included at the top of ALL IRS correspondence. Our committee would then advocate for further detail and improvements under the taxpayer on-line account – which our committee will discuss and present
IRS Action: Not adopted
The purpose of this notice is to inform taxpayers that additional information related to their time served in a Combat Zone, a qualified contingency operation, or a hazardous duty station is required to determine tax deferment eligibility – specifically the entry & exit dates during the tax year specified on their notice. Although this isn’t a balance due notice & taxpayers currently don’t have the ability to enter the dates by accessing their online accounts, they can sign in &/or create an online account anytime at their discretion. This information is widely communicated & promoted on numerous notices & letters as well as on the landing pages of the notices available on IRS.gov – including the CP04. Also, the CP04 was recently updated/redesigned & should be published in the near future.
RECOMMENDATION 01132-009
RECOMMENDATION TEXT:
Add the following section under “Additional Information”: Add a QR Code to go to the taxpayer on-line account. Communication and clarification – Taxpayer Rights and Sources of Assistance.
IRS Action: Not adopted
Please refer to the response provided for Items #2 & #8.
RECOMMENDATION 01132-010
RECOMMENDATION TEXT:
Form 15109 Section 1 Add URL to link the Publication 3 instructions: Publication 3 (2023), Armed Forces’ Tax Guide | Internal Revenue Service (irs.gov) Additional link to bout Publication 3 About Publication 3, Armed Forces’ Tax Guide | Internal Revenue Service (irs.gov)
IRS Action: Not adopted
Thank you for your recommendation. Information for Publication 3 is currently available on the landing page of the notice located on IRS.gov.
RECOMMENDATION 01132-011
RECOMMENDATION TEXT:
Form 15109 New Material Include a list of benefits available to you URL
IRS Action: Not adopted
Resources to assist taxpayers & other self-service options & reference tools including Publication 1, Your Rights as a Taxpayer, are currently available on the landing page of the notice located on IRS.gov.