The world is changing and taxpayer expectations are changing. To look at the future in a more comprehensive way, the IRS is working on a Future State for tax administration, and a critical part of that is working with the wider tax community on this effort. This is an evolving and long-term effort, and we will share updates as more information becomes available.
The IRS needs to take advantage of the latest technology to move the entire taxpayer experience to a new level. And it needs to be done in a way that meets the needs of taxpayers and the tax community in an efficient and effective manner while respecting taxpayer rights. At the same time, taxpayers may still need one-on-one assistance by phone or in-person.
All of these efforts touch many different parts of the agency, and they have been described as the IRS Future State initiative.
The IRS Future State efforts continue to evolve, and getting feedback from a wide variety of voices will be a critical part of these efforts to help improve tax administration in a rapidly evolving world.
Six strategic themes
To guide how we’re going to get there, we established six strategic themes and a focus area of strengthening cybersecurity and eliminating identity theft. The themes are:
- Facilitate voluntary compliance by empowering taxpayers with secure innovative tools and support
- Understand non-compliant taxpayer behavior and develop approaches to deter and change it
- Leverage and collaborate with external stakeholders
- Cultivate a well-equipped, diverse, skilled and flexible workforce
- Select highest value work using data analytics and a robust feedback loop
- Drive more agility, efficiency and effectiveness in IRS operations
- Future State working draft (PDF) overview of where the IRS stands in the continuing work on Future State efforts.
- December 21, 2016 – Tax professionals provide insights on IRS Future State; feedback efforts continue in 2017 as Online Account shows strong early use.
- December 1, 2016 – IRS launches new online tool to assist taxpayers with basic account information.
- A Glimpse into the future – How taxpayers could interact with the IRS in the future beyond making a phone call.
- IRS Future State journey – This working draft (PDF) offers an overview of where the IRS stands in the continuing work on Future State efforts.
- Future State options for taxpayers – Many IRS business units continue to work on possible options to better serve taxpayers.
- Speeches related to the IRS Future State – IRS Commissioner John A. Koskinen has discussed Future State efforts in a number of speeches. A listing of his comments, statement and remarks related to Future State is available.
- IRS advisory committees – Many of the Future State concepts incorporate thoughts and feedback from IRS advisory committees, including the Electronic Tax Administration Advisory Committee and the Internal Revenue Service Advisory Council.
- Future State-related hearings – National Taxpayer Advocate Holds Public Forums.
- Future State themes – We’ve established six strategic themes (PDF) to get to our envisioned Future State for tax administration.
Future State presentations to stakeholders
- Future State overview
Nov. 17, 2016 – Commissioner of Small Business/Self-Employed Mary Beth Murphy, Online Services Director Paul Mamo and Director of Field Collection Darren Guillot present to the New England IRS Representation Conference (PDF).
- Exploring the IRS Future State
Dec. 9, 2016 – Chief Counsel William J. Wilkins presents to the ABA National Institute on Tax Controversy (PDF).
- Prepared Remarks of Commissioner Koskinen before the AICPA
Nov. 15, 2016 – IRS Commissioner Koskinen speaks to the American Institute of Certified Public Accountants.
Resources and information
- Taxpayer Bill of Rights – The Taxpayer Bill of Rights is a foundational component underlying the future vision of the IRS and reflects the agency’s ongoing commitment to respecting taxpayer rights. For example, the right to quality service is a central part of these efforts.