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Project 01181

Keep Taxpayers Informed

Project Statement:

Taxpayers have raised concerns that documents submitted through the Document Upload Tool are not being addressed by the IRS in a timely manner.

In many cases taxpayers are left wondering if the IRS have received the documents through the DUT or what type of progress if any the IRS has made on the documents that they have sent in using the DUT. This causes a significant number of phone calls from both taxpayers and tax practitioners to the IRS to check up on the status of these documents.

Goal Statement:

To reduce the amount of calls the taxpayers are making to the IRS by giving them meaningful status updates of the documents that were sent to the IRS via the Document Upload Tool.

RECOMMENDATION 01181-1

RECOMMENDATION TEXT:

Connect the Document Upload Tool to the Online Accounts and add a clear status update. This would allow the document to start the self-service protocols.

IRS Action: Recommended

RECOMMENDATION 01181-2

RECOMMENDATION TEXT:

Have all the documents that the taxpayer uploads appear in their IRS account. This would allow the taxpayer to login to their account and check to confirm that the document was successfully transmitted to and received by the IRS.

IRS Action: Recommended

RECOMMENDATION 01181-3

RECOMMENDATION TEXT:

Automate the status updates of the taxpayer’s documents with meaningful information (i.e. “received”, “in progress”, “reviewed”, “resolved”, “rejected”, “accepted”). This would allow the taxpayers to login to their account and check on the status of their document without having to contact the IRS using the toll-free lines. This method should substantially cut down on the phone calls the IRS is currently receiving.

IRS Action: Recommended