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Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice

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Page 1: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for

You, Your Clients and Practice

Page 2: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Objectives

• View & share IRS Communications timely

• Attend IRS Training & Meetings

• Be informed about other significant programs & resources

• Interact for answers & guidance; provide feedback & ideas

• Report systemic issues & concerns

Page 3: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

E-Subscriptions

Webinars

Meetings

& Seminars

Multilingual

Outreach

Practitioner Priority Service

Security

Summit

Disaster

Assistance

Issue, Action &

Response

YOU

are

Here

Your Connection with IRS Information

Advisory

Groups

Data Breach &

Ransomware Assistance

IRS.govSocial

Media

Page 4: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

IRS.gov – Keyword: social media

NEWFollow us

on

Instagram

Other

Twitter

accounts

Page 5: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Social Media ~ How to Share

Page 6: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Follow us… https://twitter.com/IRSnews

Social Media ~ Twitter

Page 7: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Twitter – How to Retweet

Hover over Tweet to share:

• Click Retweet button

• Select Retweet or Retweet with comment

• Retweeting – no further action required

• Adding comment – type message in pop up screen

• Click Retweet button in upper right hand corner

Page 8: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

• Click icon located within Tweet

• From pop-up menu, select Copy link to Tweet.

• URL will be copied to your clipboard

• Open your email client, paste URL into email you compose

Twitter – Share via Email

Page 9: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

• Use Share icon at

bottom of message.

• Select which media

to use for sharing.

Twitter – Share via Other Media

Page 10: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Siganos… https://twitter.com/IRSenEspanol

Twitter @IRSenEspanol

Page 11: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Social Media ~ YouTube

Shannon

Page 12: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications
Page 13: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications
Page 14: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Social Media ~ YouTube

Page 15: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Share/Embed YouTube Video

1

2

3

Page 16: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications
Page 17: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Search: Instagram.com/irsnews/

Social Media ~ Instagram

Page 18: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

We Heard You e-Subscriptions Tailored to Suit Your Needs

Following the 2018 IRSAC Report and

your comments at last year’s Tax Forums,

subscribing to IRS e-Subscriptions just

got better.

• It’s easier to subscribe

• Fewer subscriptions to manage

• Updated descriptions so it’s easier to find

content relevant to your needs

• Improved content tailored by topic

Page 19: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Streamlined News for Tax Professionals & IRS Partners

We eliminated 8 subscriptions to offer Tax Professionals & IRS

Partners 2 streamlined sources to access the information you need.

Page 20: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

IRS.gov – Keyword: e-News

Subscribe to IRS e-News for Tax Pros

Simply Click:

1. News

2. e-News

Subscriptions

3. e-News for

Tax Pros

4. …and

Subscribe

Page 21: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

…IRS e-Subscription

Send Important Information to Your Clients

Click: Share

Page 22: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

…on IRS.gov

English and

Spanish

IRS Tax Tips

Keyword:current tax tips

Page 23: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

IRS.gov – Keyword: webinars

IRS Webinars for Tax Professionals

Search:webinars

Page 24: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

www.irsvideos.gov

IRS Video Portal

Page 25: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Working Together

Page 26: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Multilingual Outreach

• IRS.gov – 5 languages

• Over the Phone Interpreter

• Webinars offered in Spanish

Page 27: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Practitioner Priority Service

IRS.gov – Keyword: PPS

Your first point of contact for account related issues –

with third party authorization

(866) 860- 4259

PPS service hours are weekdays:

• 7 a.m. to 7 p.m. local time (Alaska and Hawaii

follow Pacific time)

• 8 a.m. to 8 p.m. local time for Puerto Rico

Page 28: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Tax Professionals Webpage

IRS.gov – click on button

Page 29: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Enrolled Agent & Annual Filing Season Programs

IRS.gov – Keywords:

Enrolled Agent

Annual Filing Season

Page 30: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

More Tax Pro pages on IRS.gov

Keyword: Disaster

Relief Resource

Keyword: Data Breach

for Tax Professionals

Page 31: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

• Contact your local Stakeholder Liaison (SL) quickly;

provide details and information promptly

• Follow the guidance from your SL, Pub 5293, Pub 5447

and the IRS Data Breach webpage

• Take proactive steps to discover the cause of the attack

• Notify local and other federal agencies depending on type

of attack

First Steps in Reporting a Data Breach or Ransomware Attack

Page 32: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Data Theft Information for Tax Pros

Use this background for all subtitle slides

Pub

4557

Pub

5293

Page 33: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Disasters

Page 34: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Disaster Assistance

• Relief Provisions

• Tax Relief Information

• Resource Center

IRS.gov – Keyword: disaster relief

Page 35: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

IRS Withholding Estimator

IRS.gov – Keyword:

Withholding Calculator

Page 36: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Advisory Groups

IRSAC and ETAAC

Page 37: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Joint effort to combat tax-related identity theft

Between 2015 – 2018:

• Taxpayers reporting as identity theft victims 71%

• Identity theft returns stopped by the IRS 54%

• IRS protected a combined $24 billion in fraudulent refunds

• Financial industry partners recovered an additional $1.4 billion

in fraudulent refunds

Security Summit Group

IRS.gov – Keyword: security summit

Page 38: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Issue, Action & Response

Page 39: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Contact UsStakeholder Liaison Local Contacts

IRS.gov – Keyword: stakeholder liaison

Page 40: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

In Summary

• View & share IRS Communications timely

• Attend IRS Training & Meetings

• Be informed about other significant programs & resources

• Interact for answers & guidance; provide feedback & ideas

• Report systemic issues & concerns

Page 41: Enhancing the Tax Pro Experience 2.0Enhancing the Tax Pro Experience 2.0: IRS Resources and “How-tos” for You, Your Clients and Practice . Objectives • View & share IRS Communications

Start Here – Start Now!