IRS Appeals to allow virtual conferences with taxpayers - KPMG United States
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IRS Appeals to allow “virtual” conferences with taxpayers

IRS Appeals to allow virtual conferences with taxpayers

The IRS today announced that the IRS Appeals Office will initiate a pilot program—a new web-based virtual conference option for taxpayers and taxpayer representatives—as an additional opportunity for taxpayer conferences. The pilot program will start August 1, 2017.


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Today’s IRS release—IR-2017-122—explains that taxpayers currently involved in the administrative appeals process can meet with an Appeals Officer by phone, in person or virtually through certain video-conference technology (available only at a limited number of IRS offices). 

The IRS Appeals’ pilot program will expand these opportunities for taxpayer conferences with Appeals, by allowing the use of a secure, web-based screen-sharing platform to connect from taxpayer locations with internet access. 

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This initiative comes in the wake of an earlier decision by Appeals to limit the circumstances under which it will afford taxpayers a “live” face-to-face conference.  The pilot program, thus, could expand taxpayer conference opportunities to additional taxpayers by enabling access through “virtual” interaction. 

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