Taxpayer Experience Improvement Act
Sponsored By: Representative Schweikert
In Committee
Summary
Real-time IRS transparency. This bill would require the IRS to publish detailed, per-phone-extension call metrics publicly and to create modern online accounts that give taxpayers and authorized reps up-to-date access to returns, refunds, and IRS notices.
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- Taxpayers and families would get individualized tracking for returns and amended returns through a website and mobile app, including whether a return is received, processing status, refund dates, and partial or full account or mailing details. It would also show why processing is suspended and what documents the IRS needs.
- Callers and the public would see real-time metrics for each eligible phone extension, such as live-rep counts, automation counts, wait times, longest wait, and whether callback service is available, with an embeddable tool and an API for developers. The bill would also require a callback option for unanswered calls within five minutes by 2028.
- Authorized representatives, tax preparers, and qualified reporting agents would be able to view and transmit documents for taxpayers for the prior six-year period and to manage multiple client accounts with permission. The bill would require safeguards and an ongoing program to investigate and report unauthorized access.
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Bill Overview
Analyzed Economic Effects
4 provisions identified: 4 benefits, 0 costs, 0 mixed.
IRS privacy and access oversight program
If enacted, the Treasury would require the IRS to set up a program by Jan 1 of the first calendar year beginning more than 18 months after enactment to investigate and address any access, use, or disclosure of tax return information that exceeds a person's authorization. The program would investigate complaints, take actions like revoking access when appropriate, and publish annual statistics on complaints and revocations on the IRS public website.
Expanded IRS online account access
If enacted, the IRS would provide a website or app by Jan 1 of the first calendar year beginning more than 18 months after enactment that lets any taxpayer view returns, documents, notices, or letters the IRS sent or that were filed during the prior six years. You would be able to upload responses to IRS notices through the site. You could authorize a representative, a tax return preparer with an identifying number, or a qualified reporting agent to view or transmit on your behalf and those agents could access multiple client accounts with your permission.
Online refund and status details
If enacted, the IRS would provide individualized return and refund details online and in a mobile app by Jan 1 of the first calendar year beginning more than 12 months after enactment. The site would show whether your return was received and entered, whether processing is complete, any refund issue date, an estimated refund receipt date, and where the refund will be sent (bank account details or mailing address). It would also show why processing is paused, what information the IRS requests and how to submit it, and publish the earliest receipt date for weeks with processing delays of 21 days or more.
Real-time IRS phone wait dashboard
If enacted, the IRS would publish real-time call metrics for each major phone extension for periods beginning 12 months after enactment. The public dashboard, embeddable tool, and API would show callers waiting, callers connected to a representative or to automation, the longest wait for a caller, and whether callback service is available. The IRS would also publish a monthly per-extension summary of call lengths, transfers, disconnections, caller-reported service, require technology to screen robocalls, and Congress says the IRS should offer a callback option for calls not answered within 5 minutes by calendar year 2028.
Sponsors & CoSponsors
Sponsor
Schweikert
AZ • R
Cosponsors
Beyer
VA • D
Sponsored 3/18/2026
Roll Call Votes
No roll call votes available for this bill.
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