Accessibility Guide for Online Account

Contents

About this guide

This guide is intended to assist individuals with disabilities in their use of the Online Account application. The guide will provide direction in accessing the features available in Online Account using specific technologies, including screen readers, screen magnifiers and voice command systems.

Introduction to the application and high level workflow

Online Account is a mobile-friendly digital tool focusing on providing on-demand tax account status and payment functionality to taxpayers. Taxpayers can access the following features from Online Account:

  • Their cumulative balance due
  • Their balance due broken down by tax year and type
  • Link to online payment options, including the ability to pay by bank account and by credit card
  • Link to set up a payment plan

If there is an alert associated with your account it will be presented at the top of the page. Screen reader users can access alerts using the "skip to main content" link in the application header. Each section of the application is labeled with a heading. These headings can be used to navigate the application. All buttons and links can be identified and accessed. Users can navigate the "Overview by year" table using standard table reading commands.

Accessible technology users may have a better user experience accessing the application on their mobile devices rather than the desktop.

Information for specific technologies

Screen Readers

Here is some standard guidance for using the JAWS screen reader or VoiceOver. For other screen readers, please refer to the manufacturers guide for basic commands.

JAWS

JAWS Actions and Commands
Action Commands
Virtual HTML Features INSERT + F3
List Links INSERT + F7
Next Link TAB
Prior Link SHIFT + TAB
List Headings INSERT + F6
List of Form Fields INSERT + F5
List Buttons INSERT + CTRL + B
List Combo Boxes INSERT + CTRL + C
List Edit Boxes INSERT + CTRL + E
List Radio Buttons INSERT + CTRL + A
List Check Boxes INSERT + CTRL + X
List Tables INSERT + CTRL + T
Read from Beginning of Row to Current Cell INSERT + SHIFT + HOME
Read from Current Cell to End of Row INSERT + SHIFT + PAGE UP
Read the current row SHIFT + UP ARROW
Read the current column SHIFT + NUMPAD 5
List Frames INSERT + F9
List All Ordered, Unordered, and Definition Lists INSERT + CTRL + L
  • The ForeSee Survey request does not support the Virtual HTML Features on JAWS 13. Please use the keyboard arrow keys and/or Tab key to navigate the survey request.
  • JAWS reads alert messages multiple times when they are selected using the Paragraph list command from Virtual HTML. It also requires to use Arrow Down several times to read messages in full.
  • In the Application header there is a clickable IRS logo that, when activated, will return the user to the main view. When the user is in the "Overview by Tax Year" table and clicks the Tax Year row to get more information about the year, selecting the "back" button will return the user to the main view also.
  • In the Modal Window, the user will see the following options: "Pay by Bank Account", "Pay by Card", and "Setup a Payment Plan." When the user opens JAWS, "List Buttons" command (INSERT+CTRL+B) and selects a button from the list, JAWS will first read the button that was previously selected followed by the currently selected button.
  • When the user selects a tax year in the "Overview by Tax Year" table and then clicks the <Back button to go back, JAWS does not announce the selected year but reads the following: "Left brace left brace tax year dot year right brace." This is a known JAWS v16-related issue that has been fixed in JAWS v17. The user needs to use table commands to identify the row.
  • When the Modal Window is opened, the title of the modal is repeated twice. JAWS stops after reading the title; the user needs to either use the UP/DOWN arrows to read the text or use Buttons, Lists, or Headings commands to read the content of the modal.
  • When the user selects a tax year in the "Overview by Tax Year" table and then presses the SPACE BAR or ENTER key, JAWS reads the following: "Out of table." The new table that contains detailed information about the year selected is launched.
  • Overview by Tax Year table
    • When the user selects the "Overview by Tax Year" table, and navigates to the header row, the first column header is announced twice. Rather than a user hearing "Tax year, you owe" they hear "Tax year, Tax year." The second column in the table will always provide the user with the amount they owe.
    • When the user selects a year and drills down into the table, they will hear "out of table." Focus is set to the back button. By using the Table commands, users may access the additional information presented after they select the year row.
    • When reading the "Shared Responsibility Payment (Health Care)" table, users must expand the table using the button to have all table rows fully read by JAWS.
  • Frequently asked questions about balances
    • After the user selects the "Frequently asked questions about balances" link and returns to the Main Account page, the focus is at the top of the page. The user should navigate the content by using JAWS INSERT+F3 command and select Headings List, or Links List.
    • The external links in the expanded FREQUENTLY ASKED QUESTIONS about balances (FAQ) accordions open in a new Tab. To navigate back to the FAQ page in Internet Explorer 11, the user can close the newly opened tab. Alternatively, the user can navigate between tabs by using CTRL+Tab. You may need to use the command more than once if you have multiple tabs open.
  • On the Tax Year Details page, some screen readers may not recognize the breadcrumb navigation landmark and may also announce it as “main landmark breadcrumb navigation landmark list with 2 items” when using a screen reader shortcut key to navigate the regions.

VoiceOver

VoiceOver Actions and Commands
Action Commands
Find the next heading VO - Command - H
Find the previous heading VO - Command - Shift - H
Find the next control VO - Command - J
Find the previous control SHIFT + TAB
Find the next Table VO - Command - T
Find the previous Table VO - Command - Shift - T
Find the next Link VO - Command - L
Find the previous Link VO - Command - Shift - L
Find the next Paragraph VO - Shift - Page Down
Find the previous Paragraph VO - Shift - Page Up
Read the next Sentence VO - Command - Page Down
Read the next Line VO - Down Arrow
Read the previous Line VO - Up Arrow
Read everything visible in the window or the Dock, or on your desktop, depending on your location VO - Shift - W
  • When the user navigates to the ForeSee buttons such as “No, thanks” , “Yes, I’ll give feedback”, ”X”, VoiceOver announces their name twice on macOS High Sierra 10.13.6

Screen Magnifiers

ZoomText

ZoomText Actions and Commands
Action Commands
Virtual HTML Features INSERT + F3
Increase magnification ALT + NUMPAD PLUS
Decrease magnification ALT + NUMPAD MINUS
Turn color enhancements on and off CTRL + SHIFT + C
Font Enhancements (xFont, Standard and None) CTRL + SHIFT + F
  • When a ZoomText user selects the "Pay by Bank Account", "Pay by Card" or "Go To Payment Plans" buttons, the content presented does not receive focus; users must manually scroll to access the presented content. The UP/DOWN arrows can then be used to scroll line by line.
  • When a ZoomText user selects the "Pay by Bank Account" and the "Pay by Card" buttons, the Tables by Year presented does not receive focus. Users must manually scroll down to access and see the Tax year tables presented within the content. The UP/DOWN arrows can then be used to scroll line by line.
  • Along with user-specific alert messages, a variety of system error or outage messages may be presented. These messages will appear at the top of the page content, but will not receive focus; users must manually scroll to access the presented content. The UP/DOWN arrows can then be used to scroll line by line.
  • The external links in the expanded FREQUENTLY ASKED QUESTIONS about balances (FAQ) accordions open in a new Tab. To navigate back to the FAQ page in Internet Explorer 11, the user can close the newly opened tab. Alternatively, the user can navigate between tabs by using CTRL+Tab. You may need to use the command more than once if you have multiple tabs open.

Recent Payments Table

  • When a ZoomText user selects the Static text next to the "Recent Payment table", they must manually scroll then select Alt+Right/Left Arrow in lieu of using the Tab key.
  • When a ZoomText user selects the "+Show all payments" and "-Show all payments" link in the Recent Payments table, the tooltip is not visible. After selecting it to either expand or collapse the link, the user must manually scroll down or use the Up/Down or Right/Left arrows to access and then view Tax payment data.

Voice Command

Dragon Naturally Speaking

Dragon Naturally Speaking Actions and Commands
Action Commands
Turn the microphone on or off Plus key (+) on the numeric keypad
Open the Correction menu Minus key (-) on the numeric keypad
Force words to be recognized as commands Press and hold down the CTRL key
Force words to be recognized as dictation Press and hold down the SHIFT key
Open the Naturally Speaking menu Asterisk key (*) on the numeric keypad
Put the microphone to sleep or wake it up Slash key (/) on the numeric keypad
Press-to-talk Zero key (0) on the numeric keypad
  • If Dragon users experience difficulty selecting links, buttons, or controls, the "Mouse Grid" command can be used to access and select those items.
  • On MacOS, the "Scroll" command is not fully supported by Dragon Naturally Speaking v6. Users must manually scroll the page to access all content.
  • The ForeSee Survey request does not properly identify buttons when dictating the "Click Button" command. Please dictate "Click No, thanks" or "Click Close" to close the request without providing feedback or "Click Yes, I'll Give Feedback" to provide feedback.

General behaviors on Dragon Natural Speaking (DNS) for all tables:

The only DNS commands that function correctly are the "Tab" command followed by the "Enter" command.

  • When opening the "Overview by Tax Year" table for all Tax Year elements, i.e., TY 2014, TY 2015, etc., users must use the "Tab" command followed by the "Press Enter" command.

The same applies to the "Shared responsibility" dropdown option within the "Overview by Tax Year" table. Users must use the "Press Tab" and "Press Enter" commands in order to access the table.

  • The user can either repeatedly say, "Tab" until the visual focus is set to these rows or alternatively they can say, "Tab" followed by a number (for example, "Tab four" or "Tab five") to set the visual focus to these rows. Once the visual focus is set to the rows, the user must use the "Press Enter" command.

Mobile Operating Systems

Android

  • TalkBack keyboard commands for Android 4.1 or higher
    • Navigation
      • Move to next item: Alt + Shift + Right arrow
      • Move to previous item: Alt + Shift + Left arrow
      • Move to first item: Alt + Shift + Up arrow
      • Move to last item: Alt + Shift + Down arrow
      • Click focused element: Alt + Shift + Enter
    • Global actions
      • Back: Alt + Shift + Backspace
      • Home: Alt + Shift + h
      • Recent apps/Overview: Alt + Shift + r
      • Notifications: Alt + Shift + n
      • Search the screen: Alt + Shift + / (forward slash)
      • Next navigation setting: Alt + Shift + Equals (=)
      • Previous navigation setting: Alt + Shift + Minus (-)
      • Open global context menu: Alt + Shift + g
      • Open local context menu: Alt + Shift + L
      • Stop TalkBack speech: Control
      • Pause or resume TalkBack: Alt + Shift + z
  • Overview by Tax Year table
    • When the user selects "Info" from the "Overview by Year" table, focus will be placed on "<Back" button. In order to read the selected Tax Year Heading, the user must swipe backwards to place focus on the Tax year header and navigate the table.
    • When the user selects "INFO" from the "Overview by Year" table, focus will be placed on "<Back". When users tab to the INFO button to expand/collapse, the state (expanded or collapsed) is not always announced by TalkBack.
    • When the user swipes to the dollar amount or to the Info in the "You owe" cell, the visual on-screen indication is temporarily lost. TalkBack reads: "Select to expand for more information button." The user can tap this button to get more information about the account.
    • When the user swipes to the "You owe" column header, the next swipe goes to an empty field announced as "Column Header" with the following instructions: "Double tap to activate." This column is not an active element and is used as a placeholder for the button that will provide the user more information about the account.
  • There is a known issue with TalkBack where the action/state of accordion buttons is not announced when the user taps to either expand or collapse.
  • There is a known issue with Android Mobile devices/phones when TalkBack gives a hint to "Double tap to activate" for a static paragraph such as Alert messages or other blocks of text. This instruction is applicable to active elements such as links, buttons, and modal windows.
  • After Grand Total is read, TalkBack announces that it is exiting the table/grid. The total amount is referencing the Grand Total of all data and not just the previously announced table.
  • On the Accessibility page Header, there are links that allow the user to skip to main content. These links are not accessible by TalkBack. The user can use the anchor links available under the Accessibility Header of the page to go to content topics.
  • After partially reading the alert message that begins with the following heading: "Your (Tax Year) tax return has not been processed", TalkBack will automatically return to the beginning of the message and read it in full.
  • TalkBack is not announcing Headings for Info messages inside accordion buttons.To navigate these info messages use Local Context Menu (LCM) and select Default or Controls. Heading level still will not be announced but the text is accessible in these modes.
  • Recent Payments Table
    • Table Caption for the Recent Payments table is being read twice by TalkBack. The first time is when the user swipes to the table. The second time is when the user swipes after the second column header: "Amount/Date."
    • If the user has more than three (3) payments, there is a "Show all payments" link displayed after the third row of the table. When the user swipes to the link and then taps it to expand/collapse, this action is not announced by TalkBack.
  • Frequently asked questions about balances
    • When the user is reading the information on the "Frequently asked questions about balances" view, TalkBack is not announcing the Headings for each expandable question. To navigate to the individual question the user should use Local Context Menu (LCM) and then select Controls.
    • After the user selects the "Frequently asked questions about balances" link and returns to the Main Account page, the focus is at the top of the page. The user should navigate the content with the Local Context Menu (LCM) and then select Headings or Links from the LCM.

iOS

  • For some versions of iOS there is a known issue where links may be read as three separate blocks of text each accessed by one swipe.
  • For some versions of iOS VoiceOver there is a known issue where the count of Tables may be incorrect. For the Online Accounts Application there are only ever two tables, one named Amount Owed By Year and the second named Recent Payments.
  • For some versions of iOS VoiceOver there is a known issue where the count of Form Controls or Buttons will include the browser’s built in controls in addition to any form controls that are present on the web page. For example VO may include the back button, forward button, refresh button, and other built in controls.
  • For some versions of iOS VoiceOver there is a known issue where the count of links, headings, buttons, and/or landmarks will be incorrect.
  • For some versions of iOS VoiceOver there is a known issue where VoiceOver does not announce the first column name for the first row of the table. In some instances VoiceOver announces column names twice for some cells.
  • For the information that is displayed as a bulleted list on the Main and the Frequently Asked Questions pages, VoiceOver is reading each bullet as “space” following the list item description.
  • When a negative balance is displayed to reflect the payment posted, VoiceOver does not read the minus prior to the payment amount.
  • VoiceOver is not announcing Headings for Info messages inside accordion buttons. To navigate these info messages use VO Rotor and select Buttons. Heading level still will not be announced but the text is accessible in this mode.
  • Overview by Tax Year table
    • When the user selects "Info" from the "Overview by Year" table, focus will be placed on "<Back" button. In order to read the selected Tax Year Heading, the user must swipe backwards to place focus on the Tax year header and navigate the table.
    • When the user swipes to the dollar amount or to the Info in the "You owe" cell, the on-screen indicator appears as a small circle: the VoiceOver reads: "Select to expand for more information button."
    • When the user taps on the "Select to expand for more information button to get more information and then taps on the "<Back" button to go back to the table, the VoiceOver focus is not returning to the same row. In order to return to the starting location, select the "Overview by Year" table header from the list of Headings and swipe to the row of interest.
    • When the user taps on the Tax Year cell to open the detailed information about a specific year, the focus is not set to the "<Back" button, but rather to the message text in the table. In order to return to the "Overview By Tax Year" table the user has two options: either tap on the IRS Logo on the Application Header or go back to the table title and swipe to the "<Back" button.
  • The Alert message that begins with the following heading: "Your (Tax Year) tax return has not been processed" is read as three separate blocks of text each accessed with one swipe.
  • With the upgrade to the iOS version 10 on Apple devices, Modal popup windows require the following workaround to be implemented before the user can access the buttons on the following Modals: "Session Expiration," "Pay by Bank," "Pay by Card," and "Go To Payment Plans." When the Modal is launched, VoiceOver reads the text automatically. The user then needs to use Rotor and select either "Form Controls" or "Buttons" from the Rotor. After the Rotor selection is made the user can swipe in order to access the buttons.
  • When using Safari with VoiceOver on the following pages: Pay by Card, Pay by Bank Account, Voice Over is announcing multiple tables on each page. There is only one table in each view and that table can be accessed with regular table commands.
  • When using Safari with VoiceOver, lists that are not visually apparent as lists are not recognized as such by VoiceOver. This affects the lists of links in the Header and Footer, Tax Records list, as well as the lists found in the Pay by Card, Pay by Bank Account, and Go to Payment Plans views.
  • Recent Payments Table
    • After the table Caption is read for the Recent Payments table, VoiceOver is reading a random, machine generated number in reference to the row. Please disregard that number, it is not part of your payment information.
    • When the user taps on the "Show all Payments" link to see more payments in the Recent Payment table, the focus is set to the 5th row (Payment Type). In order to know the year, the user needs to swipe backwards. To collapse the row, the user needs to locate the Show Fewer Payments link via a rotor or swipe.
  • What You Owe Table in Pay by Bank Account, Pay by Card non-modal views
    • After the table Caption is read for What You Owe table, VoiceOver is reading a random, machine generated number in reference to the row. Please disregard that number; it is not part of your payment information.
  • Frequently asked questions about balances
    • When a user returns to the FAQ page after viewing externally linked content from any of the FAQ questions, the focus shifts to the top of the page and VoiceOver announces "An official website of the United States Government". The user should navigate the page with the Rotor, and then select Headings or Buttons from the Rotor options.
    • After the user selects the "Frequently asked questions about balances" link and returns to the Main Account page, the focus is at the top of the page. The user should navigate the content with the Rotor, and then select Headings or Links from the Rotor.