SIGNATURE INITIATIVE: ELECTRONIC TRANSCRIPT DELIVERY APPLICATION ON IRS.GOV

Enable taxpayers to securely send transcripts of their tax records to authorized third parties.

Other Information:

Overview: The IRS will develop an application on IRS.gov that will enable a taxpayer to securely send a transcript of his or her tax records to an authorized third party. Timing: Electronic transcript delivery will be rolled out in phases, with the next phase launching in Summer 2012. Key Customer Groups: Taxpayers and tax professionals. Challenges: A transcript is a summary of a taxpayer’s tax return or account and is often required when taxpayers seek to obtain a mortgage or other loan. The IRS receives millions of transcript requests annually through traditional service delivery channels such as mail, fax, telephone, or in-person visit. In fiscal year 2011, the IRS launched an application that allows taxpayers to request transcripts online through IRS.gov; however, the IRS is currently only able to deliver transcripts to the taxpayer’s address on record through the mail. In order to better serve taxpayers’ needs, the IRS will conduct a pilot of a new self-service application on IRS.gov that will allow taxpayers to authenticate their identities online and securely send their transcript to designated third-parties using the internet. Featured Actions: Send My Transcript to Bank Proof of Concept – 2H 2012. A way for taxpayers to authenticate on IRS.gov and securely send their transcript to a participating bank using the internet. Key Milestones * Launch Send My Transcript to Bank Proof of Concept. (Summer 2012) * Complete evaluation of Proof of Concept for expansion in fiscal year 2013. (By December 2012)

Stakeholder(s):

• Internal Revenue Service (IRS)


• Taxpayers

Objective(s):

SI 1: Feedback

SI 1.1: Usability

SI 1.2: Industry and Business Needs

SI 2: Best Practices

SI 2.1: Web Self-Service Application

SI 2.2: Digital Signature

SI 2.3: Turnaround Time

SI 2.4: IRS.gov Content

SI 3: Metrics and Standards

SI 3.1: Delivery and Status

SI 3.2: Turnaround Time

SI 3.3: Call Volume

Content