Incorporate a live-chat feature in current and future chatbots, identifying options for elements, processes, and scalability to be included in the design of the live-chat.

Goal Statement:

The goal of this referral is to support the mission of the IRS to “provide America’s taxpayers with top quality service.” This referral recommends that taxpayers be transferred to a live agent when a chatbot is unable to provide the information necessary to sufficiently guide, direct or provide information to the taxpayer. This referral further identifies key elements for implementation of an on-line live-chat feature to provide direct customer service to taxpayers. The Committee recommends that these features be incorporated into any applicable IRS website page. This recommendation is in accordance with paragraphs 1-3,7,8 and 10 of the Taxpayer Bill of Rights. Additionally, several protections outlined in the Taxpayer First Act are also supported by these recommendations, including: improved customer service, organizational modernization, and the development of information technology.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

status:

Elevated

Year:

2025

Tax Forms & Publications Committee

Project 01041

Form 8832 Entity Classification Election

Project Statement:

Evaluation of the Form 8832 and instructions related to grassroots issues regarding clarity, complexity and redundancy taxpayers experience while attempting to complete.

Goal Statement:

The goal of this project is to review and make recommendations to the IRS that will enhance customer service and improve the taxpayers’ experience. The goal of the Tax Forms and Publications Committee (TF&P) is to promote greater efficiency in the communication and implementation of tax laws. The suggested changes will lead to better and more understandable communications between taxpayers and the IRS and promote a better relationship with taxpayers

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

status:

Elevated

Year:

2025

Notices & Correspondence Committee

Project 01042

5071C ID Theft and related docs

Project Statement:

Letters and Notices are tax account related, public-use correspondence created because of an account related activity or condition. Determine if the 5071C, clearly communicates appropriate guidance to the public

Goal Statement:

The goal of this project is to review and make recommendations to the IRS that will enhance customer service and improve the taxpayers’ experience. Letters and Notices are sometimes hard to understand and make it difficult for taxpayers to comply with tax law.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

status:

Elevated

Year:

2025

Special Projects Committee

Project 01043

Improve the Individual Taxpayer Identification Number

Project Statement:

Develop a tool to improve services and finality by assisting taxpayers to validate the status of the ITIN or renew one, if expired, reducing duplicative filings and errors.

Goal Statement:

The purpose of this tool would be to allow taxpayers to verify the status of their ITINs before filing a tax return.

View recommendations

How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

status:

Elevated

Year:

2025

Tax Forms & Publications Committee

Project 01070

Form 1098 Mortgage Interest Statement & Instructions

Project Statement:

Evaluation of the Form 1098 and instructions related to grassroots issues regarding clarity, complexity and redundancy taxpayers experience while attempting to complete

Goal Statement:

View recommendations

How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

status:

Elevated

Year:

2025

Notices & Correspondence Committee

Project 01071

CP 23

Project Statement:

Letters and Notices are tax account related, public-use correspondence created because of an account related activity or condition. Determine if the CP23, clearly communicates appropriate guidance to the public

Goal Statement:

View recommendations

How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

status:

Elevated

Year:

2024

Tax Forms & Publications Committee

Project 01099

Form W-4 Employee's Withholding Certificate & Instructions

Project Statement:

Evaluation of Form W-4 and instructions to determine if the form and instructions clearly communicate appropriate guidance to the public.

Goal Statement:

View recommendations

How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

status:

Elevated

Year:

2024

Taxpayer Communications Committee

Project 01107

Streamlining the Tax Preparation Process

Project Statement:

Facilitation of Electronic filing is becoming increasingly prevalent, and the lack of ACA information often hinders this process. Allowing POA’s access to Forms 1095-A would address this issue and encourage the adoption of electronic filing.

Goal Statement:

Enhanced Support for Taxpayers: Empowering POAs to retrieve 1095 information demonstrates a commitment to providing comprehensive support to taxpayers, making the tax preparation experience more user-friendly.

View recommendations

How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

status:

Elevated

Year:

2025

Taxpayer Communications Committee

Project 01116

Include phone number to online accounts

Project Statement:

Taxpayers should be given the option to add phone numbers to their online accounts profile and maybe provide an option to receive SMS/text.

Goal Statement:

By adding phone numbers to online accounts, the taxpayers would be provided another option of communication since taxpayers will have the ability to receive messages to their phones to confirm any updates to their accounts.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

status:

Elevated

Year:

2025

1 … 5 6 7

1 2 3 4 5 6 7

Current Report

2024 TAP Annual Report

The six core project committees submitted 37 referrals to the IRS for consideration during the 2024 TAP year. These referrals contained 380 recommendations to the IRS.

2024 TAP Annual Report

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The Taxpayer Advocacy Panel

(TAP) has forwarded more than 3,169 recommendations to the IRS. Our volunteer members act as a two-way channel between the IRS and the general public to listen to taxpayers, identify projects, submit recommendations, resolve problems, and monitor progress in implementing and maintaining solutions.

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