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HR7971119th CongressWALLET

Taxpayer Experience Improvement Act

Sponsored By: Representative Schweikert, David [R-AZ-1]

Passed House

Summary

Real-time public IRS dashboard to show caller queues and wait times, paired with expanded online access to returns, refunds, and taxpayer-authorized documents. The bill would also require an application programming interface for the data, wider callback options, and measures to block automated robocalls.

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  • Taxpayers and households would get live wait counts, longest wait times, estimated wait times, and improved online status for returns and refunds. In weeks with significant delays the IRS would publish when items received at least 21 days earlier were processed.
  • Tax preparers and authorized representatives would gain expanded online account access to view, respond to, and authorize documents, plus protections against unauthorized disclosure and required focus groups before rollout.
  • App developers and public tools would be able to pull dashboard data through an application programming interface (API). The bill also pushes the IRS to screen automated calls and to prefer callback service, with a 5-minute unanswered-call threshold by 2028.

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Bill Overview

Analyzed Economic Effects

4 provisions identified: 4 benefits, 0 costs, 0 mixed.

Online IRS account to view and reply

You would get a single IRS website or app to see your past returns, IRS letters, and other documents for the last six years (not earlier than enactment). You would be able to upload and send responses there. Your authorized representative, tax preparer, or qualified reporting agent would see or send information only with your permission, and could manage many clients without opening each account one by one. Before launch, the IRS would run focus groups. The IRS would also run a program to investigate any unauthorized access by people you designated and publish yearly counts of complaints and access revocations. This would need to be available by January 1 of the first calendar year that starts more than 18 months after enactment.

Real-time IRS phone waits and callbacks

The IRS would show real-time wait info for key phone lines on its website. It would list callers connected to a person, connected to automation, waiting, the longest wait, and if callback is offered and when. A public tool and API would share this data, and monthly reports would show call lengths, transfers, disconnects, and service results. The IRS would screen out robocalls. If your call to a covered line is not answered within 5 minutes, you would be offered a callback, including if you are outside the U.S. The real-time data and API would start 12 months after enactment, and the callback must be available by calendar year 2028.

Track returns and see processing delays

You would be able to check, on a website or app, if the IRS received your return or amended return, whether processing is done, when any refund was issued, and an estimated refund date. If your refund is by deposit, it would show the bank name, routing number, and part or all of the account number; if by check, it would show the mailing address. If processing is paused, it would show why, what the IRS needs, how to send it, and the due date. After any week with a significant delay, the IRS would post the next week the earliest receipt dates of items processed that week for each type of return or form. A significant delay would mean the IRS did not process all items received at least 21 days before that week. Status features would start by January 1 of the first calendar year beginning more than 12 months after enactment; delay postings would start 12 months after enactment.

Rules for payroll tax agents

The bill would set who counts as a qualified reporting agent for employment taxes. With proper IRS authorization, an agent could sign and file payroll tax returns and make deposits for an employer. The IRS would set requirements, and an agent could not act if their authorization is revoked or suspended. Covered returns include Social Security and Medicare taxes, federal unemployment tax, and income tax withholding, plus others the IRS names. This definition would apply by January 1 of the first calendar year that starts more than 18 months after enactment.

Sponsors & CoSponsors

Sponsor

Schweikert, David [R-AZ-1]

AZ • R

Cosponsors

  • Rep. Beyer, Donald S. [D-VA-8]

    VA • D

    Sponsored 3/18/2026

Roll Call Votes

No roll call votes available for this bill.

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