There has been no shortage of service issues plaguing the IRS over the past few years. While delays started before the pandemic, the forced closure of sites charged with processing returns, along with other issues exacerbated matters considerably. In fact, in the 2022 National Taxpayer Advocate Annual Report to Congress, it was found that taxpayers experienced more misery in 2022 due to processing delays and poor customer service. Unfortunately, the assessment is correct. In 2022, it took an average of 193 days to process taxpayer responses while it 2019 it only took 89 days. Despite this, the agency is taking measures to help solve the problem. It was announced earlier this month that taxpayers receiving notices requiring documentation to be sent to the agency can now use an online portal. To help clients, prospects, and others, Whipplewood CPAs have provided a summary of the key details below.
New Document Upload Tool
The new upload option allows taxpayers to quickly submit required documentation to the agency. The tool can be used from any web browser and requires the unique code provided in the Notice and other pieces of personal information (first name, last name, Social Security number). Then scans, photos, or digital copies of documents can be securely submitted. Once received, the taxpayer will receive a confirmation notice and IRS employees will be able to access it in real-time. This new feature is expected to not only improve the service experience but also make processing move much more quickly.
There are 9 notice types which are permitted to participate including those pertaining to the Earned Income Tax Credit, Child Tax Credit, Premium Tax Credit, and combat zone tax benefits. The list includes:
- CP04 Notice
- CP05A Notice
- CP06 and CP06A Notices
- CP08 Notice
- CP09 Notice
- CP75 Notice
- CP75a Notice
- CP75d Notice
It is expected the IRS will add this capability to other notice types in the coming months. Concurrently, the agency will also offer digital correspondence options for other taxpayer interactions. Representatives will be able to grant upload access during an interaction and review provided documentation in real time. This should make it easier to resolve issues in much shorter timeframes.
The addition of this tool is a step in the right direction for the agency. If you have questions about the information outlined above or need assistance with a tax or accounting issue, Whipplewood CPAs can help. For additional information call 303-989-7600 or click here to contact us. We look forward to speaking with you soon.