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Online Documentation Upload Now Available to Taxpayers in Response to Certain IRS Notices

S.J. Steinhardt
Published Date:
Feb 17, 2023

Taxpayers who received certain notices from the  IRS requiring additional information now have the option of submitting their documentation online, the IRS announced.

Until now, taxpayers who received one of nine notices, or their tax preparers, had to mail their documentation to the IRS. The agency said that more than half a million taxpayers every year receive notices for any one of: CP04, relating to combat zone status; CP05A, information request related to a refund; CP06 and CP06A, relating to the premium tax credit; CP08, relating to the Child Tax Credit; CP09, relating to claiming the Earned Income Tax Credit; CP75, relating to the EITC;  CP75a, also relating to the EITC; and CP75d, relating to the EITC and other credits.

The electronic option will help to reduce time and effort in resolving tax issues, the IRS said.

"This capability is another step forward by the IRS to help taxpayers and improve service," said IRS Acting Commissioner Doug O'Donnell. "This provides immediate benefits to taxpayers, who have nearly instant confirmation that documents were received by the IRS. In turn, this will dramatically speed up the resolution of issues by removing a time-consuming step in the process. This means people can have their issues resolved much faster, including getting refunds to affected taxpayers faster. We will continue to look at improvements like this as we work to transform the IRS following passage of the Inflation Reduction Act last year."

The IRS plans to expand this capability to dozens of other notices in the coming months and years. The IRS will also offer digital correspondence on a variety of other taxpayer interactions. IRS employees will be able to grant upload access to taxpayers by providing the link and unique access code during phone calls.

During his confirmation hearing earlier this week, Commissioner-designate Daniel Werfel  promised to reduce the agency’s backlog of paper returns by using more up-to-date technology, including scanners, Accounting Today reported. "There are technologies emerging that can potentially rapidly scan them and do so in a way that creates machine-readable content that would allow that backlog to be reduced quicker," he said. 

Portions of the $80 billion allocated to the IRS by the Inflation Reduction Act will be used to upgrade much of the agency’s antiquated technology and to improve customer service.

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