Date Issued
Report Number
2019-30-018
Report Type
Audit
Joint Report
Yes
Participating OIG
Treasury Inspector General for Tax Administration
Agency Wide
Yes (agency-wide)
Questioned Costs
$0
Funds for Better Use
$0
Recommendations
The Director, Collection, Small Business/Self-Employed Division, update PCA operational plans to ensure that the PCAs reduce telephone background noise and potential disclosure of taxpayer PII or tax return information protected under Internal Revenue Code Section 6103.
The Director, Collection, Small Business/Self-Employed Division, should, when applicable, update the PPG and the quality attributes to ensure that PCA scripts requiring cellular phone disclosures require that the disclosure be given before taxpayer authentication and that the PCAs inform the taxpayer of the risks of the conversation.
The Director, Collection, Small Business/Self-Employed Division, should, when applicable, ensure that the PCAs provide training to their assistors to minimize hold times while they calculate monthly payment options.
The Director, Collection, Small Business/Self-Employed Division, should prohibit the PCAs from asking taxpayers to borrow money from friends and/or family.
Recommendation rejected by IRS
The Director, Collection, Small Business/Self-Employed Division, should work with the Director, Research, Applied Analytics, and Statistics Division, to implement a consistent payment arrangement calculator that all four PCAs use which is closer in accuracy to the IRS IAT tool.