2013 IRS Online Services Update IRS Online Services Update Jim - - PowerPoint PPT Presentation

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2013 IRS Online Services Update IRS Online Services Update Jim - - PowerPoint PPT Presentation

Dec 31, 2022 207 likes •437 views

2013 IRS Online Services Update IRS Online Services Update Jim Weaver Director, Product Management IRS Online Services 2013 Outline Online Services Online Services Vision Vision Current Initiatives Current

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IRS Online Services Update IRS Online Services Update

Jim Weaver Director, Product Management IRS Online Services

2013

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  • Online Services

Online Services’ ’ Vision Vision

  • Current Initiatives

Current Initiatives

  • Payments Channel Products

Payments Channel Products

– – Pay by Cards Pay by Cards – – Online Payment Agreement Online Payment Agreement – – Direct Pay Direct Pay – – Get Transcript / Online Account Get Transcript / Online Account

  • Marketing Ideas and Follow Up

Marketing Ideas and Follow Up

Outline

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Multi year aspiration: become a digital agency

Taxpayers will…

Easily search for actionable information on basic tax questions through IRS.gov Make payments and

payment-related decisions online Access account-related information (e.g., view transcript, track amended returns) through online self-service tools Access online IRS functionality through

mobile devices Leverage an increasing

number of robust and helpful

third-party tools

Manage forms

electronically for a

paperless tax process

Correspond with the IRS digitally

(e.g., secure messaging, live chat)

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Example service transactions

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Many opportunities exist for digital service across taxpayer touchpoints

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Online Services Initiatives

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Taxpayer touch points and selected apps

Secure Communications

1-2 Way Comm. / Live Chat

Online Payment Agreement Search & Content Virtual Service Delivery Online Get Transcripts View & Print Account1 Where’s My Amended Return Tracker3 Offer-in- Compromise Where’s My Refund Tracker3

  • 4. Get refund/

make payment

  • 3. File/submit

forms

  • 2. Access

account

  • 5. Correspond/

interact

  • 1. Get tax

information

1Expands into broader ability for taxpayers to view their accounts 2Pending further analysis and stakeholder alignment 3Launched products that will be updated in 2014 and re-platformed in 2015

Online eAuthentication Capability (guest/persistent login, OOW, etc.) IRS2Go & Mobile (where appropriate) Return Preparer Lookup FATCA Lookup VITA Locator

Launched, In-market Upcoming FY2014

Authentication (Stop ID theft & fraud at front door)

eAuthentication Out of Wallet ACH Debit / Pay Cards New IRS.gov

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Example service transactions

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A deeper dive into the Payments Channel

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77%, 66.8M 23%, 20.4M

Individual payments are still largely made with paper checks

  • Treasury set a goal of 80% electronic payments for all government agencies
  • Individual payments to the IRS were only 23% electronic in 2012
  • Industry benchmarks for commercial bill payments are >70% electronic1
  • 1. “2011 Billing Household Survey,” Fiserv Research Paper, page 1.

Paper vs. Check Payments

7 1040 ES Notices 1040 4868

Payments from Individual Taxpayers, CY 2012

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Payments channel on IRS.gov now makes options more clear

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  • Taxpayers can make card

Taxpayers can make card payments through IRS payments through IRS service providers or through service providers or through e e-

  • filing software

filing software

  • Fee charged by service

Fee charged by service providers: providers:

  • Flat fee for most debit

Flat fee for most debit cards cards

  • Percentage fee for credit

Percentage fee for credit cards cards

  • Other options like

Other options like BillMeLater BillMeLater also available also available

  • More opportunity for growth

More opportunity for growth

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Pay by Cards:

Improvements made to user experience

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  • Enables individual taxpayers and some business users to set up

Enables individual taxpayers and some business users to set up installment agreements online via direct debit, payroll deductio installment agreements online via direct debit, payroll deduction, or n, or paper billing paper billing

  • Updated version will streamline the user experience including:

Updated version will streamline the user experience including:

– – Reduced required information Reduced required information – – Reduced number of pages per agreement Reduced number of pages per agreement – – Clearer navigation including progress tracker Clearer navigation including progress tracker – – Improved page presentation Improved page presentation

  • Launching in time for balance due notices from 2013 filing year

Launching in time for balance due notices from 2013 filing year

– – Currently finalizing requirements and look and feel Currently finalizing requirements and look and feel – – Entering development phase Entering development phase

Online Payment Agreement (OPA)

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Online Payment Agreement (OPA)

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Online Payment Agreement (OPA)

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Online Payment Agreement (OPA)

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Online Payment Agreement (OPA)

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Online Payment Agreement (OPA)

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Direct Pay

  • A new IRS application that will offer an easy, free way for indi

A new IRS application that will offer an easy, free way for individuals to viduals to make payments online via an ACH Debit transaction; a one session make payments online via an ACH Debit transaction; a one session transaction not currently available in EFTPS transaction not currently available in EFTPS

  • Phase 1

Phase 1 – – Soft launch via CP521 notices Soft launch via CP521 notices Q4 2013 Q4 2013

  • Phase 2

Phase 2 – – Additional Functionality and Full Rollout Additional Functionality and Full Rollout Q1 2014 Q1 2014

  • Scheduling up to 30 days in advance

Scheduling up to 30 days in advance

  • Payment Lookup

Payment Lookup

  • Email confirmations

Email confirmations

  • Phase 3

Phase 3 – – Registered Path Registered Path Q4 2014 Q4 2014

  • Create username and password

Create username and password

  • Ability to save bank information

Ability to save bank information

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Direct Pay

  • Application will be IRS

Application will be IRS-

  • branded

branded

  • Will accept most types

Will accept most types

  • f individual payments
  • f individual payments
  • 1040

1040

  • 1040

1040-

  • ES

ES

  • 4868

4868

  • Notices

Notices

  • Taxpayers will be able

Taxpayers will be able to verify their identity to verify their identity and submit a payment and submit a payment in a single session in a single session

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  • Online Services is developing an Online Account feature in a

Online Services is developing an Online Account feature in a phased approach phased approach

  • Phase 1

Phase 1 – – Get Transcript Get Transcript

– – Delivers a PDF version of 5 transcript product directly to taxpa Delivers a PDF version of 5 transcript product directly to taxpayers yers – – The mailing functionality of Order a Transcript will remain The mailing functionality of Order a Transcript will remain

  • Phase 2

Phase 2 – – Get Transcript with Online View Get Transcript with Online View -

  • Notional

Notional

– – Addition of an online view of transcript products with contextua Addition of an online view of transcript products with contextual help l help

  • Phase 3

Phase 3 – – Online Account Online Account -

  • Notional

Notional

– – Displays key data points from transcripts to assist taxpayers wi Displays key data points from transcripts to assist taxpayers with basic th basic account questions account questions – – Single sign Single sign-

  • on to move between applications under eAuthentication
  • n to move between applications under eAuthentication

– – Allow taxpayers to manage basic account features Allow taxpayers to manage basic account features

Online Account

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Online Account Phase 1

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Online Account Phase 2 - Notional

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  • One notional rendering for

the online view of transcripts

  • Mouse-over contextual

help for transcript fields

  • Text placed to the left of

body so that it does not

  • bscure any content

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Online Account Phase 3 - Notional

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  • Provides access to all

Provides access to all

  • nline services with a
  • nline services with a

single sign single sign-

  • on
  • n
  • Start page can be a

Start page can be a personalized My IRS.gov personalized My IRS.gov

  • r generic landing page
  • r generic landing page
  • While this page will have

While this page will have additional content, a additional content, a simple sign in simple sign in persistent persistent across IRS.gov across IRS.gov will allow will allow easy access easy access

Single sign Single sign-

  • on capability
  • n capability

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Opportunities exist to better market payment options Opportunities exist to better market payment options

– – Promote ePayments over paper options Promote ePayments over paper options – – Add links to IRS.gov payments channel page on the Add links to IRS.gov payments channel page on the voucher printout voucher printout – – Include in Partners Include in Partners’ ’ educational materials educational materials

Work together with Industry Partners Work together with Industry Partners to better to better understand taxpayers understand taxpayers’ ’ behavior and expectations behavior and expectations

– – Sharing data and insights Sharing data and insights – – Evaluating new product ideas such as online account Evaluating new product ideas such as online account features features

Future Considerations for Services to Taxpayers

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