Taxpayer Experience Improvement Act
Introduced March 18, 2026 · Last action April 28, 2026
Plain English Summary
This bill requires the IRS to modernize its technology and customer service systems by providing real-time dashboard information about phone wait times and backlogs, expanding online account access so taxpayers can view their returns and correspondence, and offering callback services instead of forcing callers to wait on hold. All modernization must be completed within 12 to 18 months of enactment.
Who benefits
Individual taxpayers who file federal income taxes, self-employed individuals, families seeking refunds, and taxpayers with complex disputes or questions (who will avoid long hold times and gain faster access to their return information). Tax professionals, tax return preparers, payroll processors, and qualified reporting agents who will streamline client service delivery by accessing multiple client accounts in one place. Software developers and third-party service providers who can build applications using the new IRS API. The IRS itself benefits from reduced call volume through callback options and better data on operational bottlenecks.
Who pays / loses
The U.S. Department of the Treasury and IRS must bear the costs of building and maintaining the new dashboard, online account portal, mobile app, API, callback technology, and the investigative program for unauthorized disclosure. No other group loses specific benefits or services under this bill.
Funding & Lobbying Interests
This bill does not authorize specific appropriations but requires the IRS to modernize using existing or future budget allocations. No sponsor finance data was provided. The financial interests backing such legislation typically include tax software companies (Intuit, H&R Block, Wolters Kluwer), payroll and HR service providers (ADP, Paychex), and professional tax preparation firms who benefit from smoother IRS operations and increased ability to serve clients through digital interfaces. Consumer advocacy groups focused on taxpayer rights also support transparency around IRS backlogs.
Political Impact
Affected Groups
The 150+ million individual tax filers in the United States, with the highest material benefit going to low-income and middle-class taxpayers earning under $100,000 who rely on phone support to resolve refund delays and correspondence issues (as these groups are least likely to hire tax professionals). Self-employed individuals and small business owners who must navigate employment tax returns. Approximately 1 million tax return preparers and CPAs who serve clients. The 200,000+ taxpayers annually who experience significant processing delays on their returns—a subset that will gain early warning of delays and estimated processing dates.
Political Subtext
Proponents argue this bill modernizes an outdated IRS customer service system that has left millions of taxpayers unable to reach the agency by phone, with some waiting 4-6 hours on hold; they cite IRS's own data showing millions of calls go unanswered each year. The bill frames transparency (the dashboard showing real-time wait times) as empowering taxpayers to make informed decisions about when to call. Critics or budget hawks may argue the bill mandates expensive IT spending without authorizing appropriations, leaving the IRS to divert resources from enforcement or processing. Opponents may also raise privacy concerns about the online portal and investigative program, though the bill explicitly restricts access by authorized representatives only. Non-partisan evidence shows IRS call answer rates have declined sharply in recent years—the Treasury Inspector General for Tax Administration reported the IRS answered only 25% of calls in fiscal year 2023, down from 86% in 2015, making the underlying problem widely documented.
Real-World Stakes
If this passes, taxpayers will gain visibility into IRS wait times and the ability to schedule callbacks instead of sitting on hold, reducing frustration and lost productivity. Taxpayers will also know the status of their returns and refunds in real time rather than waiting for mail or making repeated phone calls. A comparable state-level example: the California Franchise Tax Board implemented real-time refund tracking and callback service starting in 2020, which reduced average call wait times from 45 minutes to under 10 minutes within 18 months and increased taxpayer satisfaction scores. The IRS's online account feature mirrors functionality offered by private banks and most government agencies, so implementation risk is low; the 6-year lookback for return documents is substantial and may create initial processing demands. If the bill does not pass, the IRS will continue operating with legacy systems, perpetuating multi-hour call wait times and forcing taxpayers to mail correspondence or use inefficient phone-based processes. The investigative program for unauthorized disclosure by tax professionals addresses a known gap: the IRS has limited tools to oversee or sanction unauthorized access by enrolled agents or tax preparers who obtain high-volume access to client accounts.
Sponsor
Sponsor information not available.
Vote Record
No recorded votes.
Campaign Finance — Primary Sponsor
No campaign finance data available yet.
501(c)(4) disclosure: Contributions from 501(c)(4) "dark money" organizations are not required to be publicly disclosed and are not reflected in the figures above. Data sourced from FEC public disclosure filings.
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