Sponsors (2)
Introduced April 15, 2026 by Mark R. Warner · Last progress April 15, 2026
The bill substantially increases transparency and digital access to IRS services (helping taxpayers plan, respond, and hold the IRS accountable) but raises significant privacy, security, cost, and implementation-risk trade-offs that could expose sensitive data, increase agency expenses, and create new operational burdens.
Taxpayers (and tax preparers/advocates) gain much greater real-time and monthly transparency into IRS performance — including live phone wait times, caller volumes, processing metrics, office-level case backlogs, and published complaint/enforcement statistics — letting them choose channels, monitor service, and hold the IRS accountable.
Individual taxpayers (including middle-class families) receive real-time status on filed/amended returns and an estimated refund delivery date and delivery method, helping them plan cash flow and financial decisions.
Taxpayers and authorized representatives can access six years of IRS correspondence online and respond electronically (and representatives can manage multiple client accounts with permission), speeding communications, reducing paper delays, and reducing administrative burden for small businesses and preparers.
Taxpayers (and financial institutions) face heightened risk that sensitive data — including partial/full bank account numbers, routing numbers, mailing addresses, six years of returns, and case-level information — could be exposed or misused if the expanded online systems are breached or insufficiently anonymized.
Implementing and securing real-time dashboards, portals, APIs, callback systems, and estimators will increase IRS IT and operational costs and staffing needs, which may require additional appropriations or divert resources from other IRS functions.
If posted metrics or account-level estimators provide inaccurate, incomplete, or poorly contextualized information (refund dates, processing status, expected resolution times, call metrics), taxpayers may be misled, miss deadlines, or make poor financial plans, increasing confusion and contacts to the IRS.
Based on analysis of 7 sections of legislative text.
Requires real-time IRS phone/service dashboards and APIs; mandates taxpayer online access to return status and six years of documents; creates hardship outreach and advocate-office reporting.
Requires the IRS to publish real-time phone and service metrics and provide taxpayers electronic, individualized access to return status, refunds, and recent documents. Directs development of a public dashboard and API for phone wait and call-data, a taxpayer-facing online/mobile portal for return status and six years of documents, a program to identify taxpayers likely in economic hardship and advise them of collection alternatives, and enhanced reporting and estimates from local taxpayer advocate offices. Most requirements phase in over 12–18 months, with a nonbinding target to offer callbacks by 2028.