Thursday, May 11, 2023

IR-23-101, Improving nationwide access to IRS Appeals; public input wanted

Bookmark and Share

IRS.gov Banner
IRS Newswire #May 11, 2023#

News Essentials

What's Hot

News Releases

IRS - The Basics

IRS Guidance

Media Contacts

Facts & Figures

Around The Nation

e-News Subscriptions


The Newsroom Topics

Multimedia Center

Noticias en Español

Radio PSAs

Tax Scams

The Tax Gap

Fact Sheets

IRS Tax Tips

Armed Forces

Latest News Home


IRS Resources

Contact My Local Office

Filing Options

Forms & Instructions

Frequently Asked Questions

News

Taxpayer Advocate

Where to File

IRS Social Media


Issue Number:    IR-23-101

Inside This Issue

Improving nationwide access to IRS Appeals; public input wanted

IR-2023-101, May 11, 2023

 

WASHINGTON –The Internal Revenue Service Independent Office of Appeals today invited public input on how best to improve access to Appeals for taxpayers who do not live near an Appeals office. 

Appeals resolves federal tax disputes without litigation in a way that is fair and impartial to taxpayers and the government. If a taxpayer's dispute with the IRS qualifies for an appeal, the office will review the issues with a fresh, objective perspective and schedule a conference. 

"Conferences are a key way in which Appeals hears the taxpayer's position, understands the law and facts in dispute and proposes a resolution," said Andy Keyso, Chief of Appeals. "During the conference, the Appeals officer will engage with taxpayers in discussing potential settlements. At the conclusion of their appeal, they should understand exactly how and why their case was resolved." 

Appeals offers a variety of conference options

 

Appeals offers conferences by telephone, video and in person and can also resolve a taxpayer's dispute by mail or secure messaging. Generally, it's the taxpayer's or their representative's choice how to meet with Appeals. The type of conference chosen doesn't impact Appeals' decision. Employees can successfully resolve taxpayers' disputes with the IRS using each type of conference. 

Though telephone conferences are consistently the most popular choice among taxpayers with pending appeals, the office has expanded use of video conferencing nationwide. Given the increased popularity of video conferences over the past few years, Appeals is creating permanent guidelines for video conferences, informed by public input. They're also ensuring that taxpayers and representatives who prefer to meet with Appeals in person have that option. Appeals has a presence in over 60 offices across 40 states where they can host in-person conferences. 

Appeals offices tend to be in heavily populated areas, which makes them convenient for most taxpayers and representatives who request an in-person conference. However, not all taxpayers live close to an Appeals office. While these taxpayers may prefer the convenience of meeting by telephone or video, Appeals wants to be sure they have a reasonable way to accommodate requests to meet in person as well.

Public input sought on ensuring accessibility to all taxpayers, representatives 

To meet in person with taxpayers in states with little or no Appeals presence, Appeals would historically "circuit ride," meaning Appeals Officers would travel quarterly to a designated location in the state. In practice, it has been helpful to have more flexibility in both timing and in finding a convenient location for the conference, without state lines posing a potential barrier. For example, some taxpayers living in Kansas find it more convenient to meet in Kansas City, Missouri, rather than at the IRS office in Wichita, the designated location in Kansas. Also, Appeals has traveled as needed to meet taxpayer requests, finding the strict quarterly schedule to be at times too often and sometimes not often enough. 

Appeals already has a policy of providing an in-person conference reasonably convenient to taxpayers and is committed to upholding this "reasonably convenient" standard by traveling to an IRS office closer to a taxpayer who does not live near an Appeals office. Some limitations, such as regulatory requirements or the availability of Appeals officers with the right technical expertise apply. 

In coordination with the National Taxpayer Advocate, Appeals welcomes public comments on how it can further improve conference options for taxpayers and representatives who are not located near an Appeals office. Appeals particularly welcomes thoughts on:

  • Revising or replacing the "circuit riding" policy in IRM 8.6.1.5.1.1 to expand opportunities for timely in-person conferences for taxpayers living in those states.
  • Facilitating participation at in-person conferences when taxpayers and their representatives are not co-located.
  • Best practices for conducting hybrid conferences, where some participants meet in person and others join by video or telephone.
  • If a case must be transferred within Appeals to facilitate an in-person conference, how best to avoid substantial delay in resolving the underlying tax dispute.
  • Encouraging participation in in-person and video conferences by taxpayers in historically marginalized communities or with limited English proficiency and ensuring accessibility by persons with disabilities.

"We want all taxpayers to have a productive conference with Appeals in which they feel heard," said Liz Askey, Deputy Chief of Appeals. "We welcome public feedback on ways we can be more accessible to taxpayers who do not live near an Appeals office." 

Public comments can be sent to ap.taxpayer.experience@irs.gov by July 10.

 

Back to Top

FaceBook Logo  YouTube Logo  Instagram Logo  Twitter Logo  LinkedIn Logo


Thank you for subscribing to the IRS Newswire, an IRS e-mail service.

If you know someone who might want to subscribe to this mailing list, please forward this message to them so they can subscribe.

This message was distributed automatically from the mailing list IRS Newswire. Please Do Not Reply To This Message.


This email was sent to business.solutions.ve@gmail.com by: Internal Revenue Service (IRS) · Internal Revenue Service · 1111 Constitution Ave. N.W. · Washington DC 20535 GovDelivery logo

No comments:

Post a Comment