IRS E-Filing Stats Approaching 2017 Levels

Chart of IRS filing data for the week ended Feb. 23, 2018Tax pros continue to increase their share of the market.

By Beth Bellor
CPA Trendlines

Taxpayers are keeping the IRS hopping.

MORE ON TAX SEASON:  Tax Accountants Fill the Breach of a Failing IRS | Artificial Intelligence Gets a Boost with Tax Reforms | New Tax Law Roils Busy Season 2018 | Beware the EZ Way Out  | IRS #FAILs at Online Services Spell Problems for Professionals
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Even with six fewer days so far, the number of individual income tax returns filed in 2018 had nearly met 2017 levels by the end of week 4.
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Tax Pros Keep Gaining in 2018

Chart of IRS filing data for the week ending Feb. 16, 2018Direct deposit ticks up, IRS processing dips.

By Beth Bellor
CPA Trendlines

Three weeks into the filing season, tax professionals are starting to carve out a larger share of electronic filings.

MORE ON TAX SEASON:  New Tax Law Roils Busy Season 2018 | Tax Pros Gain Slight Ground in E-Filings | IRS #FAILs at Online Services Spell Problems for Professionals | IRS Warns about Private Debt Collectors for Tax Season 2018
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The IRS had received 41.7 million individual income tax returns as of Feb. 16, the end of the third week of filing. That was down 1.8 percent from Feb. 17, 2017, but there have been six fewer filing days this year so we’re holding up apples to pencil sharpeners in comparison.
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Underfunded IRS Swamped with Problems

Olson talking budget cuts on C-Span

Not a good way to start Tax Season 2018.

By Rick Telberg
CPA Trendlines

An angry and frustrated National Taxpayer Advocate Nina E. Olson has slammed Congress hard in the Taxpayer Advocate Service 2017 Annual Report to Congress. After a series of IRS budget cuts over the last several years, Olson says she sees the daily consequences of reduced funding and the choices made by the agency in the face of funding constraints.

SPECIAL REPORT – Fixing the IRS: IRS #FAILs at Online Services Spell Problems for Professionals | Tax Accountants Fill the Breach of a Failing IRS | Beware the EZ Way Out | Can the IRS Improve Its Phone Service? | When Clients Face ‘Unreal’ IRS Audits | IRS Warns about Private Debt Collectors for Tax Season 2018  | Underfunded IRS Swamped with Problems | IRS in Retreat from Communities | Military Personnel Face New Battles at Home: The IRS | As New Economy Surges, IRS Falls Further Behind | Is the IRS Winning the Battle Against Identity Theft? | IRS Mulls Raising Fees to Cover Budget Shortfalls  |

More at taxtrendlines.com

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“Funding cuts have rendered the IRS unable to provide acceptable levels of taxpayer service, unable to upgrade its technology … and unable to maintain compliance programs that both promote and protect taxpayer rights,” Olson says in her preface to the annual report.

“‘Shortcuts’ have become the norm, and ‘shortcuts’ are incompatible with high-quality tax administration,” says Olson, describing her agency as swamped with problems and inadequacies.

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Seven Essential Checklists for Nuts-and-Bolts Office Chores

Scheduling, inclement weather, petty cash and more.

By Jassen Bowman
Tax Resolution Systems

Every office function should have a system.

MORE: What to Say on Phone Calls about Fees | How to Handle Client Complaints | Checklists for Your Tax Resolution Office Setup | Case Study: Building a Tax Resolution Business | Marketing Requires Ruthless Accountability | The Tax Resolution Client Intake Checklist | How to End the Tax Revenue Roller Coaster with a Four-Season Practice Model
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Here are some miscellaneous but vital functions and how to handle each one.
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Refunds Up, Filings Down at End of Tax Season 2017

IRS filing season data for week ending April 21, 2017
IRS filing season data for week ending April 21, 2017

 

Pros keep the edge in e-filings and some people just won’t give up paper.

By Beth Bellor
CPA Trendlines

A season of down notes for individual income tax returns ended the same way.

MORE TAX SEASON DATA: With 4 Days Left, Tax Stats Were Still Down | Refunds Edge Up as Tax Season Winds Down  | Tax Refunds Catching Up to Last Year | Tax Professionals Accelerate Filing Pace as Busy Season Heads for the Home Stretch | Individual Tax Filings Still Lag Behind 2016 | Tax Pros Filing Only 51% of E-Returns | Tax Refunds Up Slightly | Tax Filings Data Looking Less Squirrely | Tax Return Filings Still Lag, But Pros Hold 57% of Market | Tax Filings Down, but IRS Blames the Calendar
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Data for the week ending April 21, the week in which the filing deadline fell, was just released and it paints the same picture we’ve seen since January: overall returns and e-filings down, with refunds the only scant positives.
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With 4 Days Left, Tax Stats Were Still Down

Chart of IRS filing data for week ending April 14, 2017
[Click for larger image]

Pros move ahead in e-filings.

By Beth Bellor
CPA Trendlines

With only days left to go in the 2017 tax season, the Internal Revenue Service still was seeing most statistics land below 2016 levels.

MORE TAX SEASON DATA: Refunds Edge Up as Tax Season Winds Down  | Tax Refunds Catching Up to Last Year | Tax Professionals Accelerate Filing Pace as Busy Season Heads for the Home Stretch | Individual Tax Filings Still Lag Behind 2016 | Tax Pros Filing Only 51% of E-Returns | Tax Refunds Up Slightly | Tax Filings Data Looking Less Squirrely | Tax Return Filings Still Lag, But Pros Hold 57% of Market | Tax Filings Down, but IRS Blames the Calendar
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According to data from the week ending April 14, the latest available, the only figures on the positive side remained total refunds and average refund per taxpayer.
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Refunds Edge Up as Tax Season Winds Down

IRS filing statistics for week ending April 7, 2017

Pros hold on to 57% of e-filings.

By Beth Bellor
CPA Trendlines

The nationwide refund pool crept into positive territory, joining average refunds as the only statistics on the plus side.

MORE TAX SEASON DATA: Tax Refunds Catching Up to Last Year | Tax Professionals Accelerate Filing Pace as Busy Season Heads for the Home Stretch | Individual Tax Filings Still Lag Behind 2016 | Tax Pros Filing Only 51% of E-Returns | Tax Refunds Up Slightly | Tax Filings Data Looking Less Squirrely
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The data are for the week ending April 7, the latest available.
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