Taxpayer Experience Improvement Act

This bill seeks to modernize and improve services provided by the Internal Revenue Service (IRS) to enhance the taxpayer experience. It introduces several key provisions aimed at increasing transparency, accessibility, and efficiency in taxpayer interactions with the agency. One major provision requires the IRS to establish a real-time public dashboard on its website. This dashboard will display phone wait times, callback availability, and monthly call statistics for various IRS phone extensions, along with information on processing backlogs for different types of tax returns and documents. Furthermore, the bill mandates the expansion of electronic access to information about tax returns and refunds. By a specified date, the IRS must provide taxpayers with individualized, up-to-date details on their returns, including processing status, refund issuance dates, and reasons for any processing suspensions, accessible via a website and mobile application. The legislation also addresses phone service by expressing a sense of Congress that the IRS should expand callback technology . By calendar year 2028, taxpayers should have the option to receive a callback for any call not answered within five minutes. Finally, the bill requires the expansion of online accounts , enabling taxpayers to view IRS-sent or filed documents, respond to IRS communications electronically, and authorize representatives to access and transmit information on their behalf. This includes provisions for preventing unauthorized disclosure of taxpayer information by authorized third parties and conducting focus groups to ensure effective implementation.