diyers outpace pros in e-filing growth rate

chart of irs filing data for week ending april 6, 2018refunds remained down in number and total amount.

by beth bellor
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with 11 days left in the busy season, the pros were struggling to keep their share of e-filings.

more on tax season: pros filing 55% of e-returns | percentages don’t tell whole irs filing story | tax pros keep edge in e-filings | david bergstein on tax season | 10-step sec. 199a deduction checklist for tax practitioners | tax accountants fill the breach of a failing irs
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as of april 6, the latest data available, the irs had received 103.8 million individual income tax returns, up 0.1 percent from the same period the previous year. it had processed 101.1 million of them, also up 0.1 percent.
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percentages don’t tell whole irs filing story

chart of irs filing data for the week ending march 23, 2018tax pros slightly behind last year’s pace, but still hold the edge in sheer numbers.

by beth bellor
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by many measures, this tax season is slightly ahead of 2017’s pace.

more on tax season: professionals losing the battle on e-filings to diyers | survey: new tax law roils busy season | david bergstein on tax season | tax accountants fill the breach of a failing irs | new tax law roils busy season 2018 | beware the ez way out  | when clients face ‘unreal’ irs audits
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the irs had received 85.7 million individual income tax returns by the week ending march 23, the latest data available. that’s up 0.5 percent from the same period last year.
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half of e-filings go through tax pros

irs filing data for week ending march 2, 2018direct deposits down from their usual range.

by beth bellor
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with a full month of tax filings in the books, there aren’t any surprises.

more on tax season:  irs e-filing stats approaching 2017 levels | tax accountants fill the breach of a failing irs | artificial intelligence gets a boost with tax reforms | tax pros keep gaining in 2018 | new tax law roils busy season 2018 | tax pros gain slight ground in e-filings | tax pros turning in only 39% of e-filings | beware the ez way out  | irs #fails at online services spell problems for professionals | 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
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by the end of week 5 on march 2, the irs had received 61.2 million individual income tax returns, up 0.1 percent from the same period last year. it had processed 59 million, down 0.1 percent.
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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
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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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underfunded irs swamped with problems

olson talking budget cuts on c-span

not a good way to start tax season 2018.

by rick telberg
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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
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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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