Department of the Treasury 

Internal Revenue Service

FY 2023

Capital Investment Plan
Table of Contents

Major IT Investments .......................................................................................................5

Account Management Services (AMS) ....................................................................................... 5

Affordable Care Act Administration ........................................................................................... 6

Customer Account Data Engine 2 (CADE 2).............................................................................. 7

e-A3 (Authentication, Authorization, Access)............................................................................. 9

e-Services (e-SVS)..................................................................................................................... 11

Enterprise Case Management (ECM)........................................................................................ 12

Foreign Account Tax Compliance Act (FATCA) ..................................................................... 13

Individual Master File (IMF)..................................................................................................... 15

Information Returns Modernization (IR Mod) formerly Business Services ............................. 17

Integrated Customer Communication Environment (ICCE) ..................................................... 18

Integrated Data Retrieval System (IDRS).................................................................................. 21

Integrated Financial System/CORE Financial System (IFS)..................................................... 23

Integrated Submission and Remittance Processing System (ISRP) .......................................... 25

IRS End User Systems and Services (EUSS) ............................................................................ 26

IRS Main Frames and Servers Services and Support (MSSS) .................................................. 28

IRS Telecommunications Systems and Support (TSS) ............................................................. 31

IRS.GOV - Portal Environment................................................................................................. 34

Modernized e-File (MeF)........................................................................................................... 36

Modernized IRS Operations ...................................................................................................... 37

Return Review Program (RRP) ................................................................................................. 40

Service Center Recognition/Image Processing System (SCRIPS)............................................ 41
Web Applications....................................................................................................................... 42

Major Non-IT Investments.............................................................................................44

Criminal Investigation Owned Vehicles.................................................................................... 44

Criminal Investigations Capital Assets...................................................................................... 45

Leasehold Improvements........................................................................................................... 45

Security Equipment.................................................................................................................... 46
Note to Reviewers: Consistent with the corresponding Summary of Capital Investments table, the 

columns included in the investment tables below are defined as:

• FY 2021 Actuals -Total actual obligations 

• FY 2022 Estimated Obligations – Anticipated obligation from all budgetary resources (i.e., 

balances from prior years, reimbursables, user fees, and FY 2022 CR levels). 

• FY 2023 President’s Budget (Estimated Obligations) - Anticipated obligation from all 

budgetary resources (i.e., balances from prior years, reimbursables, user fees, and FY 2023 

President’s Budget).
5

Major IT Investments

Account Management Services (AMS)

Description:

AMS is a major strategic investment that delivers improved customer service to over 34,000 end-users by 

providing the tools necessary to access tax information quickly and accurately.

Investment Obligations:

Type FY 2021 

Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal labor 

(Govt. FTE)) 0.42 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 11.94 13.08 12.93 -0.14 -1.08%

Total Obligations 12.36 13.08 12.93 -0.14 -1.08%

Purpose, Accomplishments, Future Objectives:

AMS is a strategic program that delivers improved customer support for managing taxpayer accounts for 

over 34,000 end-users across: 

• 7 Small Business/Self Employed (SBSE) business units 

• 4 Wage and Investment (W&I) business units 

• 1 Large Business and International (LB&I) business unit 

• Criminal Investigation (CI) 

• Tax Exempt and Government Entities (TE/GE) by leveraging existing Internal Revenue Service 

(IRS) applications.

AMS consolidates information from multiple IRS systems into a single user interface, allowing IRS 

employees the ability to access, research, and update taxpayer accounts quickly. AMS provides data 

presentation services to display and validate changes/updates for taxpayer accounts, facilitates management 

actions/activities, and makes case information readily available for decision making and reporting. In 

addition, AMS provides end users with the ability to work specific case workload, through nine case 

management and referral inventories.

FY 2021 Accomplishments:

• Implemented changes for the annual Allowable Living Expenses (ALE). The ALE standards 

help determine a taxpayer’s ability to pay a delinquent tax liability
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• Made corrections to the Recovery Rebate Credit, Form 2210, and Form 2210 Schedule AI

worksheets

• Made changes to the Affordable Care Act (ACA) Tools, Checklists, electronic-4442, Taxpayer 

Assistance Center (TAC), Tax Return Data, and worksheets related to annual updates

• Implemented the SB/SE Collection solution for scanning Installment Agreements from Ephesoft 

to SharePoint

FY 2022-2023 Goals/Objectives:

• To continue to deliver User Interface upgrades and migration

• Implement Data at Rest Encryption for AMS and Commercial Off the Shelf (COTS) software 

databases 

• To review the possibility of adding Correspondence Imaging Inventories for business units other 

than W&I to allow for greater flexibility in managing taxpayer correspondence digitally

Affordable Care Act Administration

Description:

The Affordable Care Act (ACA) investment encompasses the planning, development, and implementation, 

operations and maintenance of IT systems needed to support IRS' tax administration responsibilities 

associated with key provisions of the ACA legislation.

Investment Obligations:

Type FY 2021 Actuals FY 2022 Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 0.00 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 65.04 65.78 64.40 -1.38 -2.10%

Total Obligations 65.04 65.78 64.40 -1.38 -2.10%

Purpose, Accomplishments, Future Objectives:

The ACA Administration investment supports IRS tax administration responsibilities associated with the key 

provisions of the ACA legislation. Including Releases 1.0 through 7.1:

• Supporting the implementation of new taxes, credits, and fees, such as the Small Business 

Health Care Tax Credit, Branded Prescription Drug Industry Fee, Excise Tax on Medical Device 

Manufacturers, and Hospital Insurance Tax. 

• Providing the technical solution to support Health Insurance Marketplace open enrollment in the 

fall of 2013 and thereafter on an annual basis, along with IRS pre-filing and post-filing 

compliance activities. 
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• Expanding information return processing and capabilities needed for compliance processing.

FY 2022-2023 Goals/Objectives:

IRS will focus on operations and maintenance of the systems in ACA 1.0 through 7.1 in the Current 

Production Environment (CPE) to support annual filing seasons and Open Enrollments and CPE updates to 

existing non-ACA systems that support ACA. Additionally, IRS will focus on maintaining the ACA systems 

and upgrading as needed to ensure security and conform to IRS standards and guidelines for infrastructure 

currency.

Customer Account Data Engine 2 (CADE 2)

Description:

CADE 2 is IRS's modernized core tax processing system. It leverages modern-day database technology, 

programming languages, and principles to determine refunds, penalties, and interest. CADE 2 also monitors

compliance and tracks historical data about individual taxpayer accounts. Additionally, CADE 2 implements 

a data-centric solution, which provides daily processing of taxpayer accounts.

Investment Obligations:

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 106.67 165.87 231.73 65.86 39.71%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 14.81 14.33 13.70 -0.63 -4.43%

Total Obligations 121.48 180.20 245.43 65.23 36.20%

Purpose, Accomplishments, Future Objectives:

CADE 2 implements a single, data-centric solution to provide daily processing of taxpayer accounts and 

address the Financial Material Weaknesses (FMW) (downgraded to a Significant Deficiency (SD) in 2018) 

and maintain IRS's clean audit opinion. 

CADE 2 was chartered in 2009 to provide 21st century technology and digital services to the taxpayer and 

IRS employees. The CADE 2 solution includes an authoritative database for individual taxpayer data that is 

transforming the way the IRS approaches tax administration. In addition, CADE 2 is improving data 

processing rates by reducing the latency of antiquated technology. CADE 2’s goals are:

• Establish one authoritative source for taxpayer data by leveraging a relational database and daily 

processing.

• Continue IT modernization efforts so business processes can be realigned to enable better 

taxpayer service and timelier compliance.
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• demonstrate compliance with Federal Information System Controls Audit Manual, maintain a 

clean audit opinion; and 

• Improve security and privacy posture.

CADE 2 is progressing through the largest part of the program, Target State 2 (TS2) (funded by the Business 

Systems and Modernization appropriation). Two initial goals of TS2 are to establish the CADE 2 database as 

the authoritative data source for financial and legal purposes and address the Unpaid Assessment FMW.

Transition State 1 (TS1) and TS1.5 built and initialized the CADE 2 database in production. In doing so, the 

IRS accelerated the return processing cycle from weekly to daily and moved the management of individual 

taxpayer account data from 1960s sequential flat files to state-of-the-art relational database technology. 

CADE 2 leverages relational formats dictated by a data model that maintains historical values on account 

transactions, with instant viewing of taxpayer account data by IRS customer service representatives. TS1 

delivered faster refunds, notices, and payment postings, improving service for taxpayers. 

FY 2021-2022 Accomplishments:

CADE 2 is progressing through TS2. Starting in FY 2018, resources focused on reengineering the IMF's core 

components (Runs 12 and 15) through the Individual Tax Processing Engine (ITPE) project. The project has 

converted over 73 percent of the legacy code for ITPE (as of December 2021) and completed initial 

conversion of Run 12. Additionally, Treasury Inspector General for Tax Administration recently completed 

an audit on ITPE, which resulted in providing no recommendations. 

Key accomplishments in TS2 include: (1) implemented common code across IRS systems to enable 

consistent and accurate Penalty and Interest calculations on financial statements and (2) deployed database 

conversion capability allowing IRS to retain expanded taxpayer history for approximately two billion 

taxpayer records, improving service and enhancing compliance. 

CADE 2 has kicked off CADE 2 Data Marketplace Project (C2DM), which will enable access to CADE 2 

data through Application Programming Interfaces (APIs). C2DM plans on publishing the first set of APIs by 

the fourth quarter of FY 2022, while planning for future APIs continues in parallel.

FY 2022-2023 Goals/Objectives: 

The IRS IT Modernization Plan sets goals for modernization efforts and will be updated periodically to 

reflect progress. For TS2 and Target State, initial FY2022 - FY2024 milestones have been established for 

ITPE and C2DM. ITPE will complete the modernization of core tax processing by the end of FY 2023 and 

focus on testing in FY 2024. CADE 2 will also continue to plan for the Target State solution, including 

processing directly of the CADE 2 Database, while iteratively updating the Target State Plan. Target State 

goals include enhancing taxpayer experience and empowering the IRS workforce by making data available 

for downstream consumption.
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e-A3 (Authentication, Authorization, Access)

Description:

e-Authentication, Authorization and Access (eA3) is an enterprise solution, serving as the front door for IRS 

and is available for all taxpayer facing applications. eA3 enables Secure Access Digital Identity (SADI), 

Authentication, and Authorization (Az Framework) for registration and online access to critical Taxpayer 

facing resources. eA3 protects taxpayer data from cyber-attacks and fraud by identity proofing and 

authenticating online users. It allows collaboration with external partners, advances data accessibility, 

usability, and analytics.

Investment Obligations: 

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal labor 

(Govt. FTE)) 70.13 41.68 14.72 -26.96 -64.69%

Sub-Total O&M Obligations (Including Internal Labor 

(Govt. FTE)) 21.50 22.23 19.69 -2.54 -11.41%

Total Obligations 91.64 63.91 34.41 -29.50 -46.16%

Purpose, Accomplishments, Future Objectives:

Securing personal data while still providing taxpayers access is one of the IRS’s highest priorities. The IRS 

must conduct ongoing assessments to meet evolving threats. Self-help tools that give taxpayers access to 

their records are under constant evaluation. Online tools are central for improving the taxpayer experience. 

Without rigorous security, these tools are at risk. eA3 is an enterprise solution, serving as the front door for 

Taxpayer facing apps. The IRS will rely on an external Credential Service Provider (CSP) to provide identity 

verification, which will allow IRS to meet the latest standards set by the National Institute of Standards and 

Technology (NIST). Soon, the IRS will also add several online tools to this new identity verification process 

that will be secure and easy for taxpayers to validate. 

eA3 is currently working on three projects: SADI, Electronic Signature Storage and Retrieval (ESSAR), Az

Framework.

SADI is developing a NIST 800-63-3 compliant solution to replace Authentication, NIST 800-63-2. This 

solution will integrate taxpayer-facing apps, expand modernized cloud infrastructure, employ federated 

identity and authentication across network systems, work towards integrating Omni-Channel support, deploy 

advanced fraud detection and prevention, and automate incident response. The Az Framework provides 

authorization checks for applications and taxpayer records, validates user authorizations and expands the list 

of client applications and supporting data. SADI provides authorization check for eServices Terms of 

Service application and is scheduled to support Taxpayer First Act (TFA) Section 2201 Income Verification 

Express Service authorization checks. The roadmap includes connection to the Central Authorization File 

database to allow for more authorization checks in the future.
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ESSAR is a single component of the IRS's electronic signature solution (E-Signature product) and is the first 

component to have been completed. ESSAR provides the client applications with the ability to store and 

retrieve an electronic signature and increases performance, and enhances security. ESSAR has incorporated 

automated testing, and the Deployment and Release Integration and Visibility Engine technology for 

deployments.

FY 2021 Accomplishments:

• Accomplished service development and testing. Deployment to production was delayed until a client 

application was given approval to move forward. The original Production deployment was 

completed on 12/06/2020 and Final Go-Live in Production was linked to Production deployment of 

Tax Pro Minimal Viable Product (MVP) as ESSAR’s client was in July of 2021. 

FY 2022-2023 Future Objectives: 

• Comply with additional requirements under the NIST 800-63-3 guidelines. 

• Unify the taxpayer experience by establishing an integration point for non-digital 

channels to link with digital accounts. 

• Modernize Secure Access to leveraging updated software, hardware, and cloud 

technologies to take advantage of scaling technology to increase system availability. 

• Expand and automate Fraud detection, user metrics and operations monitoring. 

• Expand customer services by integrating new applications to Federate with an external 

CSP to expand taxpayer coverage. 

• Move to containers, migrate to the Web Services cloud, integrate with additional client 

applications, and incorporate back-end monitoring. With additional IRS forms going 

online, ESSAR will continue to add client applications. 

Az Framework –provides authorization checks for applications and taxpayer records by validating the user 

authorizations and will expand its list of client applications and supporting data. Provides authorization 

check for eServices Terms of Service application and is scheduled to support Taxpayer First Act (TFA) 

Section 2201 Income Verification Express Service (IVES) authorization checks. The roadmap includes 

connection to the Central Authorization File database to allow for finer authorization checks in the future. 

FY 2022 Goals:

Az Framework is providing enhancements, client application integration, and operations and maintenance 

and will continue to add new client applications and support additional data sources. 

FY 2022-2023 Goals/Objectives: 

Az Framework will support SADI and eServices with the redesign of the eAuthentication personalities. Az 

Framework will provide the authorization checks for tax professionals who are attempting to access taxpayer 

records.
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e-Services (e-SVS)

Description:

e-Services is a suite of web-based, self-assisted services that consist of two parallel multi-tiered 

access portals, one for registered third-party users and one for IRS employees. E-Services is in the 

operations and maintenance phase of its lifecycle. As result, e-Services annually delivers changes 

for e-Services and delivers Transcript Delivery System (TDS) Late Legislative and Wage and 

Income Updates.

Investment Obligations:

Type FY 2021 Actuals FY 2022 Estimated 

Obligations

FY 2023 

President’s Budget

(Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 5.29 0.84 0.26 -0.57 -68.55%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 8.85 9.76 9.49 -0.27 -2.78%

Total Obligations 14.14 10.59 9.75 -0.84 -7.97%

Purpose, Accomplishments, Future Objectives: 

The purpose of the e-Services application programming is to allow interfacing that provides tools to 

effectively leverage the indirect channel of third-party relationships. The eServices application has expanded

the type of users supported, which allows these services to be offered to more third-parties and even 

individual taxpayers. One example is a tax transcript. eServices has implemented expanded services securely 

and with minimal production issues to accommodate the increased number of requests. For FY 2022, 

eServices is working to expand its user base in support of IRS Taxpayer First Act implementation, the 

improvement of online information return processing, and the automation of the IVES process. eServices 

will continue to enhance the application’s infrastructure and functionality, assuring that IRS third-parties and 

individual taxpayers can efficiently prepare, submit, and make payments on taxes.

FY 2021 Goals:

• Delivered updates that align with the Taxpayer First Act for e-Services applications.

FY 2022 Goals:

• Integrate behind SADI.

• Deliver five Taxpayer First Act solutions: Fingerprint Digitization, Information Return 

Modernization, Filing Information Returns Electronically Transition, Modernized eFile (MeF) 

Assurance Testing System Automation, and add three new MeF tax types.

FY 2023 Goals:

• Deliver one Taxpayer First Act solution: IVES.
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• Deliver one EIN solutions: Automate Certified Acceptance Agents. (Deployment 12/2022, 

majority of development in FY22).

• Incorporate new users into External Systems Access Management.

Enterprise Case Management (ECM)

Description:

Enterprise Case Management (ECM) provides the IRS with an enterprise solution for streamlining case and 

workload management processes to improve the quality and effectiveness of case interactions with 

individual taxpayers, small and large businesses, tax-exempt organizations, and a wide spectrum of 

intermediaries. ECM will digitize case information, provide business automation, and increase resource 

alignment across IRS business units to improve customer service and reduce the timeframe for case 

resolution. In 2020, ECM Release 1 delivered the foundational platform and capabilities of a new cloudbased case management solution, while in 2021 Releases 2 and 3 delivered integrations with Microsoft 

Exchange Server to allow for an email to trigger systemic case creation, as well as foundational data 

services. Subsequent ECM releases in 2022 and beyond will provide integrated case management to a 

widening circle of business units across the IRS.

Investment Obligations:

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 60.05 141.00 91.78 -49.22 -34.91%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 0.00 0.00 0.00 0.00 0.00%

Total Obligations 60.05 141.00 91.78 -49.22 -34.91%

Purpose, Accomplishments, Future Objectives:

Enterprise Case Management (ECM) provides an enterprise solution for performing case management 

functions using a COTS platform and common services to improve customer service, automate manual 

processes, increase efficiencies, and simplify case management systems operations. ECM helps drive 

modernization efforts across the IRS, leading to increased business and IT efficiencies and improved 

customer service while enabling the retirement of legacy case management systems/components. 

The IRS envisions modernizing and standardizing enterprise-wide case management processes and systems 

to provide top quality service to taxpayers. ECM will empower employees to rapidly resolve cases in a 

simplified technical environment, designed to drive efficiency and collaboration. By the end of FY 2022, the 

ECM Program should be on a path towards achieving organizational transformation: 
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• ECM's target platform and core capabilities are in use for case management, with several major 

business organizations having an operational footprint on the target platform and demonstrating 

value to the taxpayer. 

• ECM adoption and evolution continues in FY 2023 and beyond as part of the normal course of 

IRS business, enabling incremental retirement of legacy case management systems/components.

The IRS selected Pega software as the ECM platform in August 2019; however, after a GAO protest and 

subsequent corrective actions the completion of the acquisition was delayed until April 2020. Release 1, 

delivered in December 2020, provided IT and Business foundational and case management capabilities for 

the Tax Exempt/Government Entities (TE/GE) Exempt Organization Customer Service group. The program 

delivered Release 2 in May 2021; this release focuses on capabilities and data connections to enable multiple 

processes in the ECM backlog. It included the April 2021 delivery of Wage & Investment (W&I) Grants 

Management and the May 2021 deployment of External Referrals to a production environment. 

Additionally, the ECM program utilized an expedited delivery pilot mechanism to develop a high-fidelity 

prototype for the Equity Diversity and Inclusion (EDI) Anti-Harassment and Sexual Harassment business 

process. Release 3 was completed in December 2021, included updates to the Pega platform, and delivered 

new capabilities to multiple existing ECM applications. It also deployed EDI to production in May 2021.

FY 2022-2023 Goals/Objectives: 

For 2022, Release 4 and Release 5 will focus on establishing the Exam line of business application and 

enabling further business migration to ECM.

The program has developed a multi-year Technical Integration Plan to map planned technical enablers and 

dependencies required to enable the migration of business processes. In order to align to the Scaled Agile 

Framework®, the ECM Initiative has implemented quarterly Strategic Portfolio Reviews to strengthen the 

health of ECM’s portfolio and generate strategic alignment among ECM’s stakeholders. 

In 2021, ECM developed and finalized an ECM Initiative Decommissioning Strategy, which will inform and 

drive legacy case management retirements. Additionally, the strategy created an ECM Initiative Portfolio 

Roadmap that outlines the business processes for migration into ECM for the next three years. ECM stood up 

a second Agile Release Train (ART) in February 2022 and anticipates scaling capacity through FY 2023 by 

adding resources to ART 1 and ART 2. The program will also implement an Enterprise Case Repository 

database in 2022; this will simplify and make more efficient the storage and retrieval of case data and 

analytics support. 

Foreign Account Tax Compliance Act (FATCA)

Description:

FATCA requires foreign financial institutions to report to the IRS information about financial accounts held 

by U.S. taxpayers or foreign entities, where U.S. taxpayers hold a substantial ownership interest. This 

investment is essential to the IRS fulfilling its international commitments and to the IRS fully utilizing the 

information to promote compliance for U.S. taxpayers using foreign accounts, as directed by Congress.
14

Investment Obligations: 

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023

President’s Budget

(Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 0.00 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 23.58 25.82 25.49 -0.32 -1.25%

Total Obligations 23.58 25.82 25.49 -0.32 -1.25%

Purpose, Accomplishments, Future Objectives:

The purpose and goal of FATCA is to promote disclosure of foreign accounts held by U.S. taxpayers and to 

integrate this information into current IRS compliance activities. FATCA introduces new reporting 

requirements for U.S. taxpayers and Foreign Financial Institutions (FFIs). The legislation requires U.S. 

taxpayers holding foreign financial assets, with aggregate values exceeding certain thresholds, to annually 

report information to the IRS. For FFIs with U.S. taxpayer accounts, they must register, report annually to 

the IRS, and withhold / pay 30 percent of selected U.S. source income to the IRS. These complementary 

provisions create a web of international tax accountability, allowing the IRS to gather and analyze 

information from multiple sources, bolstering the compliance of U.S. taxpayers with assets overseas. 

Treasury has worked with foreign governments to negotiate Intergovernmental Agreements (IGAs) that 

address specific legal impediments surrounding privacy laws and the disclosure of accountholder 

information. In addition to foreign account and asset data submitted by taxpayers and entities, IRS will 

assemble and transmit Bank Deposit and Interest data on accounts held by foreign nationals from U.S. 

financial institutions (FIs) to foreign government Host Country Tax Authorities, under agreements intended 

to facilitate FATCA adoption. 

The FATCA investment encompasses planning, development, and implementation of key IT systems needed 

to support IRS tax administration response to FATCA provisions. Work is organized into Releases that 

deploy functionality to meet key legislative dates. Major application components of the FATCA Program 

are: Financial Institution (FI) Registration, International Data Exchange Service (IDES), International 

Compliance Management Model (ICMM), Withholding and Refund (W&R) and Qualified Intermediary (QI) 

Application. Release details are explained in further detail below. In FY 2018, IRS implemented legislative 

requirements that allowed for maintenance of the QI, FI System, and ICMM releases. Additionally, it 

included the creation of reciprocal reports, submitted QI periodic certifications and pre-existing FI 

certifications, and resolved outstanding issues.

The IRS has delivered all legislative mandated functionality ahead of schedule and under budget that was 

approved under FATCA governance. 

• Deployed state-of-the-art FATCA Registration solution for FIs worldwide, establishing a 

streamlined environment to register and ensuring data security. As of February 28, 2022, 

431,908 FIs have registered.
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• Developed the Global Intermediary Information Number, which is issued to FIs that register 

with the IRS. This allows the U.S. and IGA partners to identify FIs with associated filing 

data. 

• Deployed an electronically searchable/downloadable FI List.

• Developed uniform standards for data collection/transmission from FIs via the FATCA 

XML schema in cooperation with foreign governments. Information sharing pursuant to 

IGAs will take place in accordance with these standards.

• Released new FATCA forms and deployed a global platform called IDES, successfully 

enabling reporting and electronic information exchange.

• Launched ICMM to receive, process, store, and manage FATCA data received from various 

sources, making it available for future compliance activities.

• Implemented significant communication/outreach activities to streamline processes and 

provide FATCA guidance (e.g., issues escalated from IRS.gov, eHelp Desk, and Comments 

Application).

• Established IGAs with over 100 governments worldwide, on behalf of the Department of the 

Treasury.

• Implemented Reciprocal Data Exchanges to include Form 1042S-Withholding Agent 

changes, application submissions, QI Agreements, and the Renewal of FI Agreements.

• Released certification process and features to allow FATCA FI and QI to stay compliant 

with FATCA. Enhanced capabilities to improve and support the certification process

FY 2022/2023 Objectives: 

The long-term goals of the FATCA Program will be achieved through sustainment of infrastructure through 

continuous monitoring of Operations and Maintenance (O&M) for deployed FATCA systems in the event 

there are break/fix needs. The long-term goals are based on the program’s former release plan, which 

outlined a prioritized approach of addressing required legislative mandates, delivery of new/enhanced 

business capabilities, risk reduction/mitigation, evaluation of program deficiencies in system capabilities, 

reduction of manual workarounds for the Business and IT, improvement of FATCA compliance practices, 

and established IT capabilities that could support other IRS initiatives.

Individual Master File (IMF)

Description:

IMF is the authoritative data source for individual tax account data. All other IRS information system 

applications that process IMF data depend on output from this source. IMF is a critical component of the 

IRS's ability to process tax returns. IMF is one of Treasury’s High Value Assets (HVAs) because of its 

critical role in tax administration. The Office of Management and Budget Memorandum M-17-09 

Management of Federal High Value Assets defines HVAs as “Federal information systems, information, and 

data for which an unauthorized access, use, disclosure, disruption, modification, or destruction could cause a

significant impact to the United States' national security interests, foreign relations, economy, or to the 

public confidence, civil liberties, or public health and safety of the American people.”
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Investment Obligations: 

Type FY 2021 Actuals FY 2022 Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 6.15 25.12 91.08 65.96 262.58%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 19.78 10.34 10.03 -0.32 -3.07%

Total Obligations 25.94 35.46 101.11 65.64 185.10%

Purpose, Accomplishments, Future Objectives:

IRS is responsible for collecting revenue from individuals to fund the operations of the federal government. 

To effectively accomplish this goal, it must maintain authoritative data on individual taxpayers. The IMF is 

the authoritative data store for individual taxpayer’s accounts. Within the IMF, accounts are updated, taxes 

are assessed, and refunds are generated as required each tax filing period. Virtually all IRS information 

system applications and processes depend on output, directly or indirectly, from this data source.

IMF is a complex suite of legacy components, originating in the 1960’s and has been extensively expanded 

and modified through the years. IMF’s original objective was to maintain and balance the individual 

taxpayer account data. Over time, many ancillary functions were added to IMF scope and objectives, such as 

providing hundreds of taxpayer account data extracts from IMF to other systems, for tax processing 

supporting other functions, including reporting. In FY22 IRS started to embark upon modernizing IMF. 

IMF Modernization will lay the foundation to transform the IRS to be a world class financial and revenue 

collection agency. 

The IMF sits at the heart of every function performed by the service and its modernization is foundational to 

several strategic priorities. The IMF Modernization Portfolio completes the work started by the CADE 2 

Program. New IMF Modernization initiatives will fully modernize individual taxpayer account management 

functions and distribution of individual taxpayer account data. They will also decommission legacy IMF, 

dramatically simplifying how individual taxpayer account data is shared with IRS Web Applications, 

Enterprise Case Management, and Financial Reporting. It will also support adoption of modernized solutions 

for downstream systems and end users. Most importantly, the benefits to the taxpayers include more accurate 

and reliable information on their account status and the availability of modernized reporting and analytics 

capabilities for individual taxpayer reports.

FY 2021 Accomplishments: 

• IMF continues to fill the functional needs of the individual taxpayer account processing and to 

perform Operations and Maintenance for tax law changes.

FY 2022-2023 Goals/Objectives for IMF (O&M): Future endeavors include:

• Translating key IMF runs from Assembly Language Coding to Java in conjunction with the 

CADE 2 and Individual Tax Processing Engine projects. 

• Interact with programs that impact IMF.

• Continue performing Operations and Maintenance for tax law and maintenance changes.
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FY 2022-2023 Goals/Objectives for IMF Modernization:

• Analyze downstream usage of IMF data in order to prioritize and plan IMF component 

(programs or datafiles) optimization; create overall Optimization Roadmap; and complete 

optimization of first set of IMF Runs.

• Design a new cloud-native Individual Taxpayer Analytical Datastore to be used as a source for 

creating business reports and extracts. This work includes:

o Finalizing analytic data store use cases.

o Identifying preliminary technology stack for analytic datastore.

o Completing the logical and physical design.

Information Returns Modernization (IR Mod) formerly Business Services

Description:

Information Returns Mod (IR Mod) program will transform and modernize end-to-end IR pipeline, 

improving data while also enabling technological advancement within IRS. Over the next several years, this 

will enhance compliance and enforcement activities and help close the tax gap by increasing processing 

efficiency, retiring legacy IR systems, and expanding self-service capabilities to taxpayers. Initial release of 

IR Mod (R1) will be delivered on January 1, 2023, to meet the legislatively mandated date set by Taxpayer 

First Act Provision 2102. R1 includes deployment of a cloud-based multi-channel intake interface for the 

1099 Form Family and downstream modernization that lays the foundation for future releases. IR Mod will 

provide a simple and secure manner for small businesses and form transmitters to file critical IRs

electronically through an online business services platform. This platform will enable small business to 

prepare and file information returns online, while preparing payee statements and creating business records.

Investment Obligations:

Type FY 2021 Actuals FY 2022 Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 49.62 67.47 7.57 -59.90 -88.78%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 0.00 0.00 0.00 0.00 0.00%

Total Obligations 49.62 67.47 7.57 -59.90 -88.78%

Purpose, Accomplishments, Future Objectives:

The IRS will continue to evolve core information return filing systems to provide the quicker and easier 

filing services that taxpayers expect. These outcomes will be realized through data-driven operations and 

decision-making and core information returns systems modernization. IR Mod supports the goal of 

enhancing systemic identification of noncompliance and fraud. It also has the goal of decreasing false 

positives by improving data quality and availability for downstream compliance. Long-term, these efforts 

will contribute to the IRS’s ability to increase taxes collected as a percentage of taxes owed by increasing 

efficiency of audits and voluntary compliance, since taxpayers will find it easier to make self-corrections.
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FY 2021 Accomplishments: 

• Integrated across the IT organization to obtain Integrated Master Scheduled (IMS) inputs from 

each delivery partner and received baseline approval from the IT Enterprise Executive Steering 

Committee on July 15, 2021. The IR Mod Phase 1 program also integrated with the Filing 

Season Integration Services team to integrate into the filing season 2022 IT IMS.

• Socialized design deliverables to IT delivery partners for inputs and feedback. The program 

received the IR Mod Phase 1 technology stack on June 04, 2021, and socialization sessions were 

held with IT delivery partners to gain alignment and drive progress on the documented 

technology solutions that will be used to deliver Phase 1 and future phases.

• Submitted Mid-Year 2022 (MY22) Unified Work Requests (UWRs) and other necessary change 

requests (CRs) to support development and delivery activities for MY22 Integration.

FY 2022 Future Objectives: 

• Develop and implement IR Mod Phase 1 Release Management Plan.

• Initiate planning and development activities for MY22 delivery components, including 

enhancements to legacy systems and integration with SADI and eServices.

FY 2023 Future Objectives:

• IR Mod Phase 1 is scheduled to go into production in FY 2023.

Integrated Customer Communication Environment (ICCE)

Description:

ICCE provides problem-solving information through software and connections to legacy databases for both 

the phone and web. These applications use voice response, Internet, and other computer technology to 

provide service to taxpayers 24 hours a day.

Investment Obligations: 

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 2023

President’s Budget

(Estimated Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 1.01 0.20 0.15 -0.05 -23.35%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 12.82 12.28 12.10 -0.18 -1.45%

Total Obligations 13.84 12.47 12.25 -0.22 -1.80%

Purpose, Accomplishments, Future Objectives:

ICCE protects the integrity of tax system. ICCE functionality includes:

• Get Transcript - allows authenticated taxpayers to securely view copies of their account online.
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• Order a transcript - allows taxpayers to order transcripts online. Online Payment Agreement 

(OPA) allows the taxpayer or Power of Attorney and qualified businesses to apply for and 

receive online approval for a short-term extension to pay or set up a monthly installment 

agreement.

• Identity Protection PIN (IPPIN) - allows taxpayers the option to obtain a PIN to protect their tax 

data.

• Internet Refund Fact of Filing and Where’s My Refund (WMR) - allows taxpayers to view their

tax refund status information via the web to Form 1040 (individual) series filers.

• Where's My Amended Return - allows taxpayers to check the status of their amended returns via 

web or phone.

• Internet Refund Trace - allows taxpayers who have not received paper refunds after a specific 

amount of time to initiate a refund trace.

• Modernized Internet Employer Identification Number (MOD IEIN) - allows users to apply for 

an Employer ID number (EIN) online.

• ICCE Telephone Apps - allows individual taxpayers to interact directly with their accounts by 

phone.

• ICCE Online Services (OLS) -Web services and mobile apps, which are designed to be used via 

smartphone technology. Applications include Offer In Compromise Calculator, Return Preparer 

Look-Up Tool, IRS2Go, Volunteer Income Tax Assistance, etc.

• Federal Student Aid - Datashare (FSA-D) - provides taxpayers completing the Free Application 

for Student Aid (FAFSA) through the Department of Education's FAFSA website with access to 

relevant tax data from their filed individual Federal tax return via a web-based app.

• Private Debt Collection data transfer component - provides a legislatively mandated 

functionality for Private Collection Agencies to collect certain categories of past due taxes for 

individual taxpayers and businesses.

• Fostering Undergraduate Talent by Unlocking Resources for Education (FUTURE) Act Direct 

Data Exchange (FA-DDX) - implements the FUTURE Act legislative mandate, and provides an 

application programming interface for the Department of Education that securely retrieves

taxpayers’ Federal tax information for completing the FAFSA.

FY 2021 Accomplishments include:

• Get My Payment

o Assisted with the delivery of multiple economic stimulus payment statuses by allowing 

taxpayers to check their payment status, and it also included an option to choose a debit 

card as a method of payment.

• Online Payment Agreement (OPA)

o The eligibility date was changed to May 17, 2021, as result of extending Filing season 

2021 due to COVID-19.

o Allowed users to update the Installment Agreement for existing payment agreement 

revisions.

• Call Processing

o Implemented "Topic Base Routing Menu" to more accurately route callers based on the 

call inquiry.

o Provided two menu options for taxpayers to access natural language Frequently Asked 

Questions about IRS notices and paying off installment agreements.

• Offer in Compromise
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o Updated allowable living expenses values used for calculation. 

• Identity Protection Personal Identification Number (IP PIN). 

o Expanded and completed the implementation of IP PIN nationwide. 

• ICCE Resiliency

o Updated three ICCE applications to allow taxpayers to continue to access the 

applications in the event the Integrated Data Retrieval System is down.

FY 2022 Accomplishments:

• Get My Payment

o Retired the application.

• FA-DDX

o Deployed the Application Programming Interface (API) to directly exchange tax 

information with the Department of Education.

• FSA-D

o Integrated with the new site for the Department of Education applications 

(Studentloan.gov).

• Automated Collection System Conversational Interactive Voice Response (ACI)

o Deployed two functionalities using the automated call routing Voice Bot in a joint 

venture with User and Network Service (UNS)/Contact Service Support Division 

(CCSD). Continued to deliver additional applications utilizing the Voice Bot feature in 

four phases.

• Online Payment Agreement (OPA) and Voice Balance Due 

o Updated the applications to allow users to extend short-term payment plans to 180 days.

o Updated application user fee for Installment Agreements.

• Google Analytics

o Completed migration from Google Analytics GA3 to GA4. 

• SADI

o Migrated applications (OPA, IPPIN and Get Transcript) from eAuthentication to SADI 

allowing for a more secure experience for taxpayers.

• Implement infrastructure currency updates

o Currently upgrading to JBoss 8 and MQ 9. Planned completion by end of FY22.

o Currently upgrading to Oracle 19c and EXADATA. Planned completion by the end of 

FY22.

WMR and IRS2Go

o Updated applications to provide refund status for two additional tax years.

FY 2023 Future Objectives: 

• Continual maintenance of all telephone, web, cloud, and mobile applications as requested by 

business partners throughout the agency. 

• FA-DDX

o Deliver updates of the API and support the Department of Education integration testing 

and prepare to go live in 2023.

• Implement multilingual support for web applications.
21

• Update refund status applications (WMR, IRS2Go and Refund Inquiry) to provide additional 

statuses.

• ACI

o ICCE will continue to update remaining telephone-based applications to utilize Voice 

Bots in a joint effort with UNS/CCSD.

• Improve audit logging by utilizing Splunk and moving away from Security Audit and Analysis 

System.

• Resolve Plan of Action and Miscellaneous weaknesses for filing season.

• Modernize ICCE applications and migrate to Cloud.

• Migrate ICCE applications from Internet Protocol version 4 (IPv4) to IPv6.

• Migrate Cron jobs to Control-M (CRON is a process where the system automatically generates 

all output files during off work hours.).

Integrated Data Retrieval System (IDRS)

Description:

Since 1973, IDRS has been a mission critical system. Used by 60,000 IRS employees, it provides for 

systemic review, consistency in case control, alleviates staffing needs, issues notices to taxpayers, and allows 

taxpayers to see status of refunds. IDRS is one of Treasury’s High Value Assets (HVAs) for its critical role 

in tax administration. It manages data retrieved from the Tax Master Files, allowing IRS employees to take 

specific actions on taxpayer account issues, track status, and post updates back to the Master Files. It 

provides for systemic review of case status, alleviating staffing needs and providing consistency in case 

control. 

Actions taken via IDRS include notice issuance, installment agreement processing, offers in compromise, 

adjustment processing, penalty and interest computations and explanations, credit and debit transfers within 

an account or other related accounts, and research of taxpayer accounts for problem resolution of taxpayer 

inquiries.

Investment Obligations:

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 0.41 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 14.94 16.58 16.09 -0.50 -2.99%

Total Obligations 15.35 16.58 16.09 -0.50 -2.99%
22

Purpose, Accomplishments, Future Objectives:

IDRS is a secure, reliable, flexible, and mission-critical system consisting of databases and programs

supporting IRS employees who are working active tax cases.

• IDRS provides for systemic review of case status, reducing staffing needs and providing 

consistency in case control. For example, each time a taxpayer phones IRS, the representative 

answering the phone uses IDRS to log the call and answer any questions. 

• Actions taken via IDRS include (but are not limited to): notice issuance; taxpayer 

correspondence; installment agreement processing; offers in compromise; adjustment 

processing; penalty and interest computations and explanations; credit and debit transfers among 

accounts; and research of taxpayer accounts for problem resolution of taxpayer inquiries.

• Using data analytics, IDRS enables IRS to efficiently evaluate taxpayer data to inform 

enforcement and secure legal compliance, both domestically and internationally. 

• IRS internet applications access IDRS to provide services, information, and assistance to 

taxpayers. For example, in 2021, there were over 632 million inquiries via Where's-my-refund at 

www.IRS.gov and over seven million business taxpayers obtain Employer Identification 

Numbers through www.IRS.gov instead of paper correspondence annually. 

IDRS enables businesses that provide payroll services to submit tax data on behalf of millions of 

taxpayers. It also collaborates with registered tax practitioners to reduce the burden of filing Powers of 

Attorney and Taxpayer Information Authorizations, allowing them to request access to other E-Services. 

IDRS produces a variety of tax information that facilitates collaboration with various internal and 

external partners, including Social Security Administration, Bureau of the Fiscal Service, state and local 

governments, and tax practitioners.

IDRS is continuously monitored for cost, schedule, and project performance. IDRS's taxpayer-centered 

services ensure consistent, efficient service, and helps address various performance gaps.

FY 2021 Accomplishments:

• Added Interest and Failure to Pay detail tables to our Taxpayer Delinquent Accounts (TDA) 

Balance Due and Installment Agreements (IA) Reminder and Default notice records to be 

printed on the physical notice. There were 12 notice records impacted. The data is now 

passed from the Common Penalty and Interest (P&I) routines through the TDA Analysis and 

TDA Balance Due Notice program string. It is not yet passed from Unisys to Notice Print 

Processing on IBM. 

• Notice Print Processing (NPP) and Notice Conversion (NOTCON) are currently being 

worked to make changes to the Installment Agreement Accounts Listing analysis to remove 

unnecessary information that was slowing case resolution. 

• Began charging a different IA User Fee amount for agreements established through OPA in 

2022. 

• Implemented new Command Code (CC) FRM77 functionality for Bipartisan Budget Act 

(BBA) to allow partnerships to be linked to an account owner. 

• Implemented updated CC FRM77 functionality for input of Limited English Proficiency 

(LEP) Alternative Media Preference (AMP) on taxpayer accounts. 

• Implemented updated CC FRM77 functionality that will allow the Coronavirus Aid, Relief, 

and Economic Security (CARES) Act refundable business credits to adhere to Identity Theft 

(IDT) criteria. 
23

• Added functionality to receive Alternative Media Indicator (AMI) for National Federation of 

the Blind (NFB) programming mandates for Correspondex letters (CRX).

• Populated Penalty and Interest Tables for TDA, Automated Collections System (ACS), and 

Automated Lien System (ALS) notices.

• Updated CC IAGRE to calculate the current balance due on modules in an installment 

agreement.

• Updated Standardized IDRS Access (SIA) functionality to return Taxpayer Information File 

(Database), TIF-06 (Responsible Party), data to requesting applications.

• Updated Insolvency Interface Program (IIP)/Automated Discharge System (ADS) mirroring 

processing to reduce unpostable transactions and error reports.

• Updated CC FRM77 to have ability to mark accounts where soft letters have been issued to 

the taxpayer.

• Updated CC FRM77 employee group restrictions for ID Theft transactions.

• Implemented new CC FRM77 functionality for BBA to allow partnerships to be linked to an 

account owner.

FY 2022 and FY 2023 Future Objectives:

IDRS is a “lights on” program meaning that only legislative or executive mandate work may be done. With 

that in mind, the work for FY 2023 and the remainder of FY 2022 includes:

• Populate Penalty and Interest Tables for TDA, ACS, and ALS notices.

• Update installment agreement programming to calculate the current balance due on modules 

in an installment agreement.

• Update installment agreement programming to create a file of user fees for certain types.

• TDA programming around innocent spouse changes.

• Programming to save taxpayer dollars related to undeliverable mail.

• Programming to support Spanish Notices related to LEP.

• Inflation Adjustments for FS 2022 under Public Law 113-295, Provision 208 that “certain 

penalties are adjusted for inflation.”

• Interest rate changes requiring an update to program code.

Integrated Financial System/CORE Financial System (IFS)

Description:

IFS is the IRS's core financial system used for budget, payroll, accounts payable/receivable, general ledger 

functions and financial reporting. IRS uses IFS to report on the cost of operations and manage budgets by 

fiscal year. In addition, it provides functionality supporting the management and administration of the federal 

acquisition/ procurement processes.
24

Investment Obligations: 

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 5.33 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 12.28 4.40 4.37 -0.04 -0.81%

Total Obligations 17.61 4.40 4.37 -0.04 -0.81%

Purpose, Accomplishments, Future Objectives:

Integrated Financial System (IFS) is the core financial system for IRS. By leveraging a Federal version of 

Software Application and Products in Data Processing (SAP) Commercial Off the Shelf (COTS) software, 

the system provides a reliable, standardized, and auditable platform for administrative accounting, budget 

formulation/labor forecasting, and execution (funds management) of the IRS annual budget. Other financial 

functions include: 

• General ledger, managerial cost accounting, accounts payable, accounts receivable, purchase 

card transaction processing and payments, asset accounting, all financial reporting, and 

budgetary and management reporting.

• In addition, it provides functionality supporting the management and administration of the 

federal acquisition/ procurement processes.

• The IFS system provides the ability for accountants, budget analysts, and financial management 

analysts to effectively manage U.S. Government finances for the IRS and respond to audit 

requests in support of a clean audit opinion.

• IFS allows the IRS to pay bills on time, while meeting Federal financial regulatory requirements.

FY 2021 Accomplishments:

• IFS completed standard maintenance patches, year-end close, and addressed all GAO findings.

• Deployed monthly releases for defect corrections and service requests as requested and prioritized 

by the customer (CFO/Procurement).

FY 2022 Accomplishments: 

• IFS completed changes to support ongoing Federal Financial System mandates. IFS is a Federal 

version of SAP COTS software, which includes Procurement for Public Sector (PPS).

• IFS completed standard maintenance patches, year-end close, and addressed all GAO findings.

• Deployed monthly releases for defect corrections and service requests as requested and 

prioritized by the customer (CFO/Procurement).

• Completed functional changes for legislative manded changes related to Dun and Bradstreet 

Universal Numbering System (DUNS) number replacement.

• IFS initiated an effort to move our application to the next level of SAP architecture from the 

current version ERP Central Component (ECC) to High Performance Analytical Appliance 
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(HANA) S/4. In FY 2022, the project will begin the migration of the current IFS SAP 

applications to SAP HANA Infrastructure in a cloud Environment. The overall migration effort 

will take two (2) years to complete.

• IFS completed the implementation of Red Hat Enterprise Linux (RHEL7).

• IFS completed the migration of all databases to Oracle 19c.

FY 2023 Future Objectives:

• IFS will complete the Legislative mandated interface with Treasury's G-Invoicing system.

• IFS will complete an effort to move our application to the next level of SAP architecture from 

the current version ECC to HANA on the cloud.

• Continued the Legislative mandated interface development with Treasury's G-Invoicing system. 

With an implementation date of October 2022, IFS is developing a new interface for this effort.

Integrated Submission and Remittance Processing System (ISRP)

Description:

ISRP is the legacy frontline tax processing system that processes paper tax returns from individuals 

and businesses. It also updates tax forms to comply with tax law changes. ISRP is in the operations 

and maintenance phase of its lifecycle. As result, ISRP continuously provides support to IMF and BMF and 

performs annual maintenance that includes ddeploying security patches, maintenance updates and 

firmware updates.

Investment Obligations: 

Type FY 2021 Actuals FY 2022 Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including 

Internal labor (Govt. FTE)) 0.56 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including 

Internal Labor (Govt. FTE)) 9.69 6.03 6.03 0.00 -0.05%

Total Obligations 10.25 6.03 6.03 0.00 -0.05%

Purpose, Accomplishments, Future Objectives:

The ISRP is an integrated suite of hardware, software, and network components that provides the interfaces 

for data entry perfection and transmission of data to IRS Corporate data storage. ISRP Data Entry Operators 

enter the information from various paper documents, which are then converted into electronic data used by 

downstream operations such as Financial Information Systems. ISRP also updates tax forms to comply with 

legislative changes in tax laws. There is a system dependence on various IRS applications such as 

Generalized Mainline Framework (GMF), Enhanced Entity Index File (EEIF), Integrated Data Retrieval 

System (IDRS), and Enterprise File Transfer Utility (EFTU).
26

FY 2021 Accomplishments: 

• Delivered legislatively mandated Taxpayer First Act Changes to keep ISRP up-to-date.

• Delivered updates to the ISRP system for completing the cleanup from the Tax Reform Act 

Changes. 

• Continued to send Foreign Account Tax Compliance Act (FATCA) information (Forms 8938, 8966 

and 1042-S (Recipient Copy) to the International Compliance Management Model (ICMM) system. 

• Mitigated of the ISRP Program Requirements Package (PRP) documents currently in Microsoft 

Word format to the Rational Requirements Composer (RRC) system. 

• Refreshed the remittance transport infrastructure including the implementation of Electronic Check 

handling.

• Submission Processing Consolidation: Prepared for the closing of the Fresno site in 2021.

• Completed the refresh of ISRP server infrastructure.

FY 2022 Accomplishments and Future Objectives:

• Delivered updates to the ISRP system for completing the clean-up from the Tax Reform Act 

Changes. 

• Continued to send Foreign Account Tax Compliance Act (FATCA) information (Forms 8938, 

8966 and 1042-S (Recipient Copy) to the International Compliance Management Model (ICMM) 

system. 

• Continued migration of the ISRP Program Requirements Package (PRP) documents currently in 

Microsoft Word format to the Rational Requirements Composer (RRC) system. 

• Refreshed the remittance transport infrastructure including the implementation of Electronic 

Check handling. 

• Submission Processing Consolidation: Completed closure of the Fresno site. 

• Completed the refresh of ISRP server infrastructure. 

FY 2023 Future Objectives:

• Continue to send FATCA information (Forms 8938, 8966 and 1042-S (Recipient Copy) to the 

ICMM system. 

• Deliver legislative mandates to remove the display of Social Security Numbers by using 2D 

barcode scanning capability for processing of notice vouchers. 

IRS End User Systems and Services (EUSS)

Description:

The EUSS standard investment provides user-centered information technology (IT) products and services for 

90,000 IRS employees at headquarters and field offices (including international locations). The EUSS 

investment funds the provisioning of end user hardware and software as well as the day-to-day operations, 

maintenance, services, and support of all end user technologies at the IRS as required by Federal Information 

Technology Acquisition Reform Act (FITARA). As such, this investment is essential to providing the IRS 

with reliable, secure, innovative, and cost-effective technology and services that enable communication, 

collaboration, and business capabilities. 
27

Investment Obligations: 

Type FY 2021 Actuals 

FY 2022 

Estimated 

Obligations 

FY 2023 President’s 

Budget (Estimated 

Obligations) 

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 122.33 10.98 8.25 -2.72 -24.81%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 188.17 259.73 277.29 17.56 6.76%

Total Obligations 310.50 270.70 285.54 14.84 5.48%

Purpose, Accomplishments, Future Objectives:

The purpose of the EUSS investment is to provide secure, reliable, innovative, and cost-effective IT 

computer hardware, software, services, and support for IRS employees in delivering the IRS's tax 

administration mission. The goal of the EUSS investment is to ensure that the IRS maintains a secure, stable, 

and innovative computing environment workplace that provides employees with state-of-the-industry 

computing devices, applications, security defenses, business tools, and associated end user services to 

maximize uptime and productivity, while providing compliance with both National Institute of Standards and 

Technology (NIST) and Defense Information Systems Agency (DISA) security requirements. 

Additionally, the EUSS investment facilitates delivery of user focused IT projects and initiatives that enable 

communication, collaboration, and business capabilities in alignment with the IRS's Integrated 

Modernization Plan. The User and Network Services (UNS) organization is responsible and accountable for 

executing the EUSS investment on behalf of the Chief Information Officer. 

In FY 2021, UNS facilitated achievement of both IT and IRS future state visions by delivering innovative 

workplace computing technologies, productivity enhancing tools, proactive education, and support services, 

to drive a transformative culture of self-service, while simultaneously enhancing the customer experience by:

• Creating over 287 software (SW) deployment packages, equating to 8.7 million individual 

deployments to workstations (WS) with a 99 percent success rate and minimal issues. Efforts to 

reduce the Tier 3 COTS software portfolio and upgrade end-of-life software versions 

substantially contributed to achieving an overall aged software currency goal of 18 percent. 

• Beginning to migrate our computer data at rest encryption software and our software deployment 

platform from Symantec/Broadcom products to Microsoft Endpoint Configuration Manager 

included in our Workstation Enterprise License. This migration, to be completed by the end of 

2022, is expected to provide future reduction of IT Operations and Maintenance (O&M) 

overhead, budget, and technical debt by reducing redundant capabilities. 

• Refreshed/upgraded 893 new high-end performance Windows 10 WS for AT users between 

January and May 2021 to standardize on a hardware platform and to improve COTS and 

Government off the Shelf (GOTS) SW performance. 

FY 2021-2022 Accomplishments:

• Provided 8,033 IRS workstations to newly hired employees who onboarded during FY 2022. In 

addition, Operation Service Support provided 6,053 peripherals (monitor, bags, printers) for new 

hires. 
28

• Replaced 15,000 aged workstations, bringing FY 2022 down to less than 11 percent aged 

infrastructure for workstations. 

• An additional 1,800 hardware items (including printers, cables etc.) were provided since August

2021 to support telework due to COVID-19.

• Implemented new IT Asset Management capabilities to improve IT Asset Data Accuracy and 

support of the Zero Trust Implementation Plan.

• Implemented General Support System (GSS) Boundary Inventory Dashboards and Reporting as 

well as a Data Quality Dashboard for use in improving data quality in IRS’s Asset Management 

Inventory Database (Knowledge Incident Problem Service Asset Management (KISAM) Asset 

Manager).

• Interfaced Criminal Investigation’s and cyber’s Big Fix instances with KISAM Asset Manager.

• Completed the process for tracking virtual workstations in the Asset Manager inventory tool.

• Addressed Assistive Technology (AT) users experience and IT services and support enterprise 

wide.

FY 2022-2023 Future Goals and Objectives: 

• Efforts are underway to use Robotics Process Automation to implement a Robotic Asset Mover 

in FY 2022 to optimize IT Asset move transactions, reduce manual processing time, and 

improve accuracy and transactional currency.

• Assess feasibility of Desktop-as-a-Service cloud-based Virtual Desktop Infrastructure (VDI) 

solutions.

• Continue maturity of IT Asset Management process improvement, including transition to PC 

Lifecycle Management, a managed service contract. 

• Continue production deployment of Treasury managed print service. 

• Ensure mandated changes are implemented to provide updated desktop services and support for 

all end user technologies at the IRS.

IRS Main Frames and Servers Services and Support (MSSS)

Description:

Provides for the development and deployment of server, middleware and large systems and enterprise 

storage infrastructures, including systems software products, databases and operating systems for these 

platforms.
29

Investment Obligations: 

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 87.62 89.60 70.21 -19.39 -21.64%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 570.19 585.54 585.77 0.23 0.04%

Total Obligations 657.81 675.14 655.99 -19.16 -2.84%

Purpose, Accomplishments, Future Objectives: 

The MSSS investment represents the operational investment for the deployment of server, middleware, 

and large systems. It also includes the enterprise storage infrastructure, including systems software

products, databases, and operating systems for these platforms. MSSS resources are primarily used to 

support the operations and maintenance of the vast array of infrastructure necessary to support tax 

administration. MSSS represents roughly 25 percent of the IRS's total IT budget. 

The primary objective of the MSSS investment is to ensure the continuity of IT operations, support, and 

maintenance for all Tier I (Enterprise Servers) and Tier II (Servers, Middleware, Storage, Databases) 

production systems responsible for the daily operations of IRS batch and online processing. In addition, all 

supporting environments that make up application development and deployment pipelines must be 

maintained, patched, secured, and available for over 400 processing applications. 

This investment shall ensure timely tax processing and refund issuance to millions of taxpayers and 

businesses. MSSS TIER I Infrastructure costs support submission processing and the upgrading of 

Enterprise mainframes to handle over 10,000 MIPS (Millions of Instructions Per Second) thus increasing 

capacity to handle peak transactions. MSSS TIER II Infrastructure costs also support submission 

processing and critical IRS processes such as: collections, criminal investigations, processing individual 

tax returns and processing paper and electronic taxpayer payments as well as various internal IRS business 

applications. The MSSS non-tier specific costs support critical IRS processes and infrastructure that could 

occur. This cost is required to ensure all infrastructure related to supporting filing season and submission 

processing is available for tax customers without disruption. 

FY 2021 Accomplishments:

MSSS investment continues to deliver a successful filing season through the efficient management and

maintenance of infrastructure operations for FY 2021. Accomplishments in FY 2021 include:

• M365 Modernization Program transitioned mailboxes on a server to the cloud and leveraged a 

full suite of Microsoft services including Teams, SharePoint Online, OneDrive for Business, and 

Project Online.

• Automated the patching process for 25 percent of premium service list applications.

• Implemented containers to allow easier IT application deployment.

• Virtual Infrastructure Reclamation Project has unlocked over 382 gigabytes (GB) of virtual 

central processing unit (vCPU) cores and 802 GB of virtual Random-access memory (RAM). It 
30

has enhanced the customer experience and avoided almost $3 million in Capital Expenditure 

(Capex) IT investments.

• Processed three rounds of Economic Impact Payments, while processing filing season 2020 tax 

returns. The IRS also had to coordinate changes needed to support the new filing season 

deadline and new tax credits established under the American Rescue Plan. 

• Linux Operating System Migration - upgraded 1,200 servers from RHEL 6.x to RHEL 7.x to 

strengthen data security controls within the IRS and substantially reduce the risk of unauthorized 

exposure of taxpayer and IRS employees’ sensitive information. The upgrade to RHEL7.x will 

make them more interoperable and compatible within the IRS and with other Federal agencies.

• Active Directory Federated Services - benefits allowed for projects to comply with Homeland 

Security Presidential Direction (HSPD)-12 mandates by allowing PIV access to applications. It 

provided savings by purchasing hardware instead of using cloud resources. It also provided the 

ability to acquire resources on a just in time basis and provide High Availability failover.

• Linux Enterprise Server Refresh - Replaced the two existing IBM z13 mainframes, adding 

slightly more capacity to support the growth of Modernized eFile (MeF) and any projects 

committed to migrate from Oracle/Solaris to Enterprise zLINUX in the near future.

• Provided sufficient processing capacity to handle filing season 2022 workloads for mission 

critical applications such as MeF, Totally Automated Personnel System/Single Entry Time 

Reporting, and Counsel Automated Systems Environment Management Information System.

• Provided sufficient processing capacity for any other Oracle/Solaris workloads committed to 

migrating to IBM zLINUX.

• Automated build functions by moving to standard stack components and using virtual servers. 

Additionally, MSSS successfully zeroed out a backlog of more than 400 requests for virtual 

servers, including requests for high-profile initiatives supporting the SADI initiative and the 

Advanced Child Tax Credit (ACTC). Funded and authorized requests for virtual servers are now 

ordered through an automated portal and delivered within 14 days on average upon approval of 

the request. Also, time is saved by conducting reviews with all stakeholders at once after a 

request is entered. On average, approximately 2,500 servers are requested each year to support 

IRS business units in meeting compute and data storage needs. With the push to standard stack, 

even high priority projects with extremely short timeframes such as SADI and ACTC can be 

fulfilled within two to three days, when needed. We can better serve taxpayers, while 

maintaining a standardized and secure portfolio of servers that reduce overhead and support 

costs. 

• Streamlined the Enterprise Case Management case and workload management processes to 

improve how the IRS serves taxpayers, businesses, tax-exempt organizations, and others. 

Delivered ECM Release 1, which is a new secure, cloud-based platform that allows Tax 

Exempt/Government Entities to access the data they need to provide a seamless and satisfactory 

customer service experience.

FY 2022/2023 Future Objectives:

• Increase focus on enterprise strategic goals, new technologies, increased capabilities and service 

models to improve overall performance and support.

• Windows (WIN) OS Migration, a multi-year effort to upgrade/migrate outdated Windows 

Operating Systems to WIN OS 2019 and the Structured Query Language (SQL) 2019. Win OS 

will upgrade/migrate servers to ensure a secure and supportable Enterprise Windows/SQL 

Server environment in support of Infrastructure Currency. Replace physical servers with virtual 
31

servers where possible to aid in the retirement of aged assets. Expecting to complete upgrade of 

approximately 1,700 servers.

• Mail Inserter Replacement - Replacement of four mail inserters in both the Detroit and Ogden 

sites. Refreshing this equipment will increase taxpayer notice productivity with fewer 

mechanical equipment breakdowns and mitigate decreasing availability of repair parts.

• Refresh the Unisys Dorado 8590. –When this is complete, the IRS will have access to premium 

vendor support of the Dorado 8590 hardware for five years, bringing stability to this key 

component in tax processing.

• Refresh the current Disk Library mainframe (DLm) 8100s with updated DLm 8500s to increase 

the availability and performance of the platform for the IRS’s critical applications. The IRS will 

have access to premium vendor support of the Dell EMC DLm hardware for five years, bringing 

stability to this key component in tax processing. 

IRS Telecommunications Systems and Support (TSS)

Description:

The TSS investment supports network (data and voice) services to provide secure taxpayer and employee 

access to IRS services. This includes the ability to provide access, phone, video, wireless, and data services 

to 580 locations, 42,000 remote users, 90,000 employees, and over 162 million taxpayer calls annually. As 

such, this investment is essential to providing the IRS with reliable, secure, innovative, cost-effective 

technology and services that enable communication, collaboration, and business capabilities.

Investment Obligations: 

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 79.94 19.67 18.41 -1.26 -6.40%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 348.34 275.36 350.32 74.96 27.22%

Total Obligations 428.28 295.03 368.74 73.70 24.98%

Purpose, Accomplishments, Future Objectives: 

The TSS investment provides a reliable, secure, innovative, and cost-effective telecommunications systems 

and services that enable communication, collaboration, and business capabilities in support of the IRS's tax 

administration mission. Specifically, the TSS investment ensures that IRS maintains a secure, stable, and 

innovative network environment by providing and managing secure state-of-the-industry telecommunication 

systems to enable system, employee, and taxpayer communication. Also, User and Network Services (UNS) 

provides initiatives that are IT modernization centric and support the IRS IT Modernization plan.

The impact of the TSS investment is the facilitation of the IRS's future state vision and IT agility by 

delivering innovative next generation technology and providing multichannel taxpayer access to IRS 
32

business organizations. The modernization of the IRS network and operations ensures a secure highway 

supporting tax administration and is the critical base for the IRS digitalization strategy, which supports the 

IRS mission of helping taxpayers understand and meet tax responsibilities and enforcing the law with 

integrity and fairness.

FY 2021/2022 Accomplishments: 

• Provided over 1,400 Wi-Fi hotspots to employees on Weather and Safety leave due to COVID19 site closures, providing a means to return staff to productive work and will continue to 

provide support to employees as they continue the return to the office.

• Expanded system capacity and rebalanced Unity Voicemail system to support integration with 

Exchange Online, as part of Teams migration.

• Updated the network appliance Open Network Technology for Appliance Products (ONTAP)

system version in support of Call Manager (CM) infrastructure.

• Replaced 6,500 obsolete phones with newer models to address security vulnerabilities.

• Completed a major version update to Cisco WebEx Meeting Server and WebEx clients (to v4).

• Consolidated Category 1 sites’ CM clusters into fewer total servers, creating system and 

hardware efficiencies. 

• Completed CM and Unity voicemail maintenance updates to address security vulnerabilities.

• Updated system wide patching of CM, Unity voicemail, WebEx, and Cisco Emergency 

Responder to mitigate Log4J vulnerability.

• Delivered Enterprise Infrastructure Solutions (EIS) Local Service Agreement (LSA) Local 

Provider (LP) (i.e., analog lines, private lines, Integrated Services Digital Network, Primary 

Rate/Basic Rate Interface and long-distance service).

• Delivered Toll Free Contact Center (CC) EIS.

• Transitioned 95 percent of toll-free numbers from Networx to EIS utilizing Back Office 

Transition. By December 2022, the transition of remaining numbers will be planned. 

• Developed design, implemented solution and successfully completed functionality of Internet 

Protocol (IP) Transport in lab environment. Transition of 31 call sites was completed in 

December 2021. 

• Refreshed core server hardware infrastructure that supports CM and Unity voicemail at four core 

locations.

• Upgraded Jabber softphone client and CM instances to maintain infrastructure currency.

• Consolidated and reduced the number of voice gateway routers and CM server HW at large Cat1 

sites.

• Expanded the Customer Callback solution by adding four taxpayer-facing applications (app) for 

a total of five and upgraded the Ogden primary circuit to 10G.

• Deployed Quality of Service to all Posts of Duty (PODs) to control and managed network 

resources.

• Updated all network devices to adhere to the password minimum length requirement.

• Rolled out Internet Protocol version 6 (IPV6) to Enterprise Remote Access Project. All users 

connecting to the IRS network via VPN are now receiving IPV6 addressing.

• Implemented Data Center (DC) SW Defined Networking and Cisco App Centric Infrastructure 

at both DCs and migrated critical apps (i.e., Exchange and Skype).

• Completed Unified Access Enforcement Mode to all IRS and CI PODs.
33

• Completed Segmentation of first HVA IMF.

• Deployed Aternity client to all workstations to monitor, analyze and improve IRS user 

experiences.

• Upgraded Unified CC Enterprise Parent & Child IUP-ER app to Cisco IOS 11.6.

• Retired end-of-support HW/SW to meet N/N-1 compliance standard and prepared for future 

technology upgrades.

• The COVID-19 pandemic increased IRS’s telework capabilities from roughly 40,000 to over 

73,000 users and is currently being maintained.

• Provided infrastructure to support 56,100 concurrent IRS online users.

• Provided CC infrastructure and systems to support over 74.4 million IRS call center calls and

over 1.46 million EIP calls.

• Implemented EIP Integrated Voice Response via cloud to handle stimulus payment calls and

stood up external CC.

• Sent 500+ emergency alerts to 90,000 IRS employees’ desktops and mobile devices via AtHoc.

FY 2022-2023 Goals/Objectives:

• Complete a hardware refresh of the eight session border controller routers supporting the 

enterprise Session Initiation Protocol (SIP) trunks for calls in and out of the enterprise.

• Complete major version updates to VMware virtualization layer supporting CM, Emergency 

Responder, and Unity (to v7).

• Decommission Cisco WebEx on premises infrastructure.

• Release the Mobile Remote access functionality for use of Government issued and Bring Your 

Own Device mobile phones to place and receive calls via the CM infrastructure.

• Undergo major version update to Cisco Jabber softphone client (to v14).

• Complete major version update to Cisco ViewMail for Outlook client (to v12.5).

• Update operating system to Single Sign On authentication servers and Lightweight Directory 

Server web administration servers supporting the CM and Unity infrastructure.

• In process of migrating users’ desktops from Computer Telephony Integration Object Server to 

Finesse for W&I and SBSE users. 

• Upgrade Contact Center CM and Unity voicemail from v10.5 to version 12.5. 

• Add taxpayer applications to the existing Call Back Solution for Filing Season 2022 for a total 

of 31 applications. 

• Deploy Contact Recording and Contact Analytics infrastructure at Martinsburg and Memphis to 

increase capacity to support FY 2022 New Hire Initiative. 

• Upgrade SIP Stack capacity in Ogden by December 2022. 

• Migrate End-of-Life/End-of-Support Interactive Tax Law Assistant and Interactive Tax 

Assistant applications from an on-prem to Oracle SaaS Cloud by February 15, 2023. 

• Deploy Assisted Intelligence Voice Response Natural Language Processing (NLP) technology in 

Spanish for taxpayers to assist taxpayers. 

• Convert the existing eight Interactive Voice Response to conversational phone applications 

using NLP and a cloud-based solution. 

• Implement a single-authentication criterion for all phone applications.
34

• Implement VoiceBots and ChatBots to answer generic FAQs by taxpayers regarding one-time 

payment and notice clarification.

IRS.GOV - Portal Environment

Description:

IRS portal provides seamless one-stop web-based services to internal and external users, such as taxpayers, 

business partners and IRS employees. The IRS.gov portal environment allows the IRS to provide 24/7 

service to taxpayers at their convenience. It has facilitated 4.656 billion-page views and 3.303 billion 

downloads in FY 2021.

Investment Obligations: 

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 10.34 3.10 8.13 5.04 162.65%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 74.23 93.77 82.12 -11.64 -12.42%

Total Obligations 84.56 96.86 90.26 -6.61 -6.82%

Purpose, Accomplishments, Future Objectives:

The mission at the IRS is to provide America's taxpayers top-quality services by helping them understand 

and meet their tax responsibilities, and enforce U.S. tax law, with integrity and fairness to all. The IRS portal 

environment supports the IRS mission by providing a virtual tax assistance center for internal and external 

users. IRS.gov remains a cost-efficient platform to rapidly deploy standardized customer-facing solutions. 

During the COVID-19 pandemic, the portal's ability to provide remote access to taxpayers, business partners,

and employees was invaluable to the continuity of U.S. tax administration since standard face to face 

methods increased risk to taxpayers and IRS employees. The portal continues to be invaluable. During the 

2020 and 2021 filing seasons, the portal was instrumental in the administration of the EIPs to American 

taxpayers by providing remote access to applications like Get My Payment (GMP), the COVID-19 screening 

application, and Modernized Electronic filing (MeF). 

The portals continue to support rapid application deployments that are secure and fully capable to meet 

taxpayer needs. New evolving applications, like Document Upload Tool and Advance Childcare Tax Credit,

align the IRS with the changing needs of taxpayers by providing them with a more accessible, faster, and 

more secure digital presence. IRS.gov continues to improve in its ability to provide better tools by supporting 

rapid deployment solutions, utilizing cloud technologies to quickly acquire secure storage and application 

platforms, and providing more robust user interfaces, faster communications, and improved security 

measures. 

Integrated Enterprise Portal (IEP) supports a robust innovation effort, which is intended to bring IRS 

innovators together to use technology, improve the way IRS works, and provide services to the public. The 

innovation teams have completed more than ten proofs-of-concept in various innovation waves. One 

innovation wave introduced automated pipeline tools like Jenkins and Selenium for managing the Public 
35

User Portal (PUP). The team is continuing to develop new and progressive efforts, such as the Automated 

Error Response via Self-Healing Agents innovation project, which will allow the use of AI operations tools 

to create automated responses and reduce the time taken to dissect and triage incidents for lower-level

incident tickets. The Cloud Server Provisioning innovation project will provide IT executives and 

technologists with the ability to monitor cloud-native and on-premise resources quickly and to identify 

optimal usage of resources and potential cost.

FY 2021/FY2022 Accomplishments include:

• Rapid deployment of GMP I, II and III supporting EIP during the COVID-19 pandemic.

• Enhanced reporting and analytics providing enterprise visualizations with Splunk IT Service 

Intelligence dashboards for IEP operations.

• Improved the performance and reliability and IRS connectivity of Software Defined – Wide Area 

Network (WAN) technologies through WAN IEP. 

• Designed the Tax Withholding Estimator tool for the 2021 Tax Reform legislation changes.

• Completed Web Content Management System (WCMS) operations and content updates for current 

filing season and second year tax reform changes.

• Finished annual filing season prep activities for all portals: PUP (IRS.gov), Registered User Portal 

(RUP), EUP, and Transactional Processing Environment.

• Completed ACA activities in prep for Open Enrollment and supported ACA through the portal.

• Provided on-going Web Apps releases support.

• Supported required activities for the following IRS Initiatives: 

o Martinsburg Failover to Memphis

o Memorial Day Martinsburg Power Down/Up

o Disaster Recovery Exercises

• Continued support of Political Organization Filing and Disclosure.

• Increased capacity, performance testing, and integration support for expected tax reform demand.

• Supported application updates and identified needed infrastructure upgrades.

• Planned for Filing Season 22 activities across all portals.

• Supported ongoing Tax Reform updates for content and applications.

• Replaced non-compliant software and reduced single point of failure for portal account management

through the Enterprise Operations Portal Accounts Replacement Tool investment.

• Consolidated and refreshed the Enterprise Informatica Platform within the Informatica tool for 

continued operability.

• Supported increases in portal activity based on historical growth trends and the public's increased 

reliance on digital transactions.

• Expanded ongoing Bitmap implementation support (active protection) for public facing apps.

• Completed the Advanced Child Tax Credit Update Portal.

Future FY 2022/FY 2023 objectives:

• Incorporate MarkLogic enterprise database system

• Implement Document Upload Tool

• Upgrade ECM Red Hat Enterprise License (RHEL) to version 8
36

Modernized e-File (MeF)

Description:

MeF is a critical component of the tax filing system. It provides service to institutional taxpayers by 

delivering a web-based system that allows electronic filing of corporate, individual, partnership, exempt 

organization, and excise tax returns through the Internet. MeF is one of Treasury’s High Value Assets for its 

critical role in tax administration. 

Investment Obligations: 

Type FY 2021 

Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 17.25 7.36 11.69 4.33 58.75%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 48.87 47.90 47.89 -0.01 -0.02%

Total Obligations 66.12 55.26 59.58 4.31 7.81%

Purpose, Accomplishments, Future Objectives:

The MeF program provides a secure, web platform for electronically filing tax and information returns by 

registered Electronic Return Originators (EROs). This system uses a browser-based and application-toapplication solution to provide ERO end users with optimized return filing. MeF is the primary system for 

electronic filing of business and individual tax returns and forms.

Beneficiaries include the tax preparation community and the taxpayers they represent. MeF also benefits 

large corporations and tax-exempt organizations that are required at a specific asset threshold to 

electronically file their tax returns or annual information returns. This reduces the handling/mailing of 

voluminous paper returns. MeF has dependencies with:

• IRS.gov - Portal Environment 

• Information Return and Document Matching 

• Generalized Mainline Framework 

• Return Review Program 

• ACA Verification Service 

• Individual Master File 

• Business Master File 

• Tax Return Data Base 

• Electronic Fraud Detection System 
37

Accomplishments and Future Objectives: 

FY 2021 Accomplishments: 

• Deployed MeF Release 10.4, which will allow maintenance of MeF and includes hardware, 

software, security, helpdesk, training, etc. 

• Developed MeF Release 10.5, which will allow maintenance of MeF and includes hardware, 

software, security, helpdesk, training, etc.

FY 2022-2023 Accomplishments and Future Objectives: 

• Delivery of legislative changes to support the American taxpayers and those impacted by the

COVID-19 pandemic. This includes: 

o ARP changes for 1040/1041/94X.

o Sunsetting of Employee Retention Tax Credit (ERTC) for 94X through the Infrastructure 

Investment and Jobs Act.

o Form 1120S Schedule K-2 and Schedule K-3.

o Taxpayer First Act: Form 5330.

o Successful demonstration of Digitalization of 1040 forms to help reduce paper backlog.

• Deploy MeF Release 10.5, which will allow maintenance of MeF including hardware, software, 

security, helpdesk, training, etc. 

• Develop new MeF Release for Filing Season 2023, which will allow maintenance of MeF that

includes hardware, software, security, helpdesk, training, etc. and implementation of Lockbox 

Digitalization of 940s to reduce processing of paper.

• Deploy MeF Release 10.6, which will allow maintenance of MeF that includes hardware, software, 

security, helpdesk, training, etc. and implementation of Lockbox Digitalization of Forms 940 to 

reduce processing of paper.

Modernized IRS Operations

Description:

The IRS will use innovative technologies and processes, such as cloud, Agile, DevOps, Application 

Programming Interfaces, robotic process automation, and next generation infrastructure to reduce costs and 

manual effort.

Investment Obligations: 

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 22.84 24.81 24.71 -0.11 -0.43%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 0.00 0.00 0.00 0.00 0.00%

Total Obligations 22.84 24.81 24.71 -0.11 -0.43%
38

Purpose, Accomplishments, Future Objectives:

Modernizing IRS Operations supports technology efforts that will provide continuous operations and 

systems availability to support taxpayer application access, analytics-based decision-making enabled by 

reliable and accessible data, efficient process execution through increased automation of transactional 

repeatable activities, increase speed of delivery of new capabilities, and safeguard taxpayer data. This 

investment will enable modernized capabilities across IRS operations including: 

• Automate manual processes using artificial intelligence and other advanced techniques freeing up 

IRS staff for more value-added work.

• Deploy software more quickly through automating delivery and infrastructure provisioning.

• Create standard, reusable services and common application programming interface (API) code, 

reducing duplicative/ "recreate" work for IRS employees, improve operational efficiency, and reduce 

licensed cost, shared services’ platforms.

• More efficient, scalable, resilient, and secure infrastructure.

Modernized IRS Operations seeks to:

• Invest in the enhancement and integration of systems.

• Adopt iterative and flexible approaches to technology development and system updates.

• Maintain currency of hardware and software.

• Invest in innovative technologies and enable the delivery of secure, agile, and efficient service 

offerings through cloud services.

IRS has made significant investments in the Massive Parallel Processing (MPP). Greenplum is a purposebuilt appliance which integrates database, compute, storage and network for MPP. Greenplum is a Data 

Computing Appliance that provides cutting edge technologies supporting IRS critical filing season systems 

such as Return Review Program, Integrated Production Model, CADE 2, and ACA. The IRS is moving 

toward the Target State architecture by modernizing its business applications and adopting emerging 

technologies such as cloud, data analytics, DevOps automation, and leveraging APIs for reusable enterprisewide services. These initiatives and ongoing development efforts as described in the Target Enterprise 

Architecture will help IRS to progressively deliver new capabilities and enhancements to the taxpayer and 

improved operations across all major business and technical areas

FY 21 Accomplishments: 

The following capabilities deployed in FY 2021:

• API 

o Defined External API Product Architecture and Standards

• Cloud Execution 

o Cloud Roadmap

o Expanded Cloud Target Reference Model

o Enterprise Container Platform on Cloud

o Cloud Workforce and Operating Model

FY 2022 Objectives: 

The following capabilities are scheduled to deploy in FY 2022:

• API 

o Enable Enterprise API Deployment and Management
39

• Cloud Execution 

o External Gateway Service

o Cloud Cybersecurity Enhancements

o Multi-Cloud Environment and Core Services

• Digitalization

o Define Taxpayer Experience Target State Architecture Phase 2

• Enterprise Data Platform 

o Ready for Batch Data Ingest

o Change Data Capture

o Universal Data Hub

o Reporting Capability

o Metadata Management

o Individual Support and Account Data

• NGI

o Implement Flexible Digital Workspace (Cloud Virtual Desktop Initiative)

o Develop the Database as a Service Criteria and Platform for IRS Enterprise RPA

o Revise/update the cloud-based RPA enterprise platform design to accommodate selected 

tools and products

• RPA

o Research and review best practices for Intelligence Automation 

• Workforce Infrastructure 

o Create Transformation Roadmap (to include the Vision, Scope, and Architecture)

o Build out Human Resource Service Delivery (HSRD) initial Capabilities - targeting 2-4 Use 

Cases

FY 2023 Objectives:

The following capabilities are scheduled to deploy in FY 2023:

• Cloud Execution

o Cloud Migration and Support Services Expansion

o Self-Service and Automated Provisioning Components

• Digitalization

o Deliver Scanning Solution with Cloud and ECM Integration

o Integrate Authenticated Digital Intake Capabilities with the Digitalization System

o Integrate Unauthenticated Documentation Upload Tool with Digitalization System

o Initiate E-Fax Digitalization Intake

o Establish Perfected Data Store for Data Extraction and Document Validation

• IT Service Management (ITSM)

o Migrate Service Manager (SM)

o Migrate Configuration Management Database (CMDB) 

o Migrate E-Help Support System (EHSS) 

o Migrate Asset Manager (AM) 

o Retire KISAM (Legacy ITSM Platform)

• Workforce Infrastructure

o Build out HRSD initial Capabilities, which targets four to eight use cases.
40

Return Review Program (RRP)

Description:

In late 2016 after the IRS retired the core functionality of Electronic Fraud Detection System, RRP became 

the primary system used for pre-refund anomaly and fraud detection for individual tax returns claiming 

refunds, including all identity theft and fraud detection components. RRP uses leading-edge, machine 

learning technologies to detect, resolve, and prevent criminal and civil tax refund fraud and non-compliance. 

The IRS will expand the use of RRP to other return types, to further improve the agency’s ability to pursue 

significant areas of tax noncompliance. 

RRP is an anomaly detection system that enhances the IRS’s capabilities to detect, resolve, and prevent 

criminal and civil non-compliance (such as identity theft) in tax returns. This reduces issuance of refunds for 

fraudulent tax returns. RRP sustains operations targeted to deliver business value within the following scope 

areas: Analytics and Automation, Data Access and Analysis, Addressing Legacy Components, and

Infrastructure/Architecture.

Investment Obligations:

Type FY 2021 Actuals FY 2022 Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 2.73 42.94 42.32 -0.62 -1.45%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 56.29 71.34 69.92 -1.42 -1.99%

Total Obligations 59.02 114.28 112.24 -2.04 -1.79%

Purpose, Accomplishments, Future Objectives:

Return Review Program (RRP) uses leading-edge machine learning technologies to detect, resolve, and 

prevent criminal and civil tax refund fraud and non-compliance, maximize fraud detection in real-time, and 

protect taxpayer revenue from the risks of increasing global fraud sophistication. RRP is mission-critical for 

the IRS to combat the ever-evolving tax fraud in a sophisticated, scalable, and adaptable manner. It is the 

anomaly detection platform for the enterprise for fraud and non-compliance. RRP correlates data across 

multiple data sources and enables the IRS to create predictive models for fraud and non-compliance. RRP 

has been operational since 2015 and continues to perform today as the primary line of defense against the 

perpetration of individual tax return identity theft, fraud, and non-compliance. RRP's primary customers are 

W&I and CI. 

FY 2021 Accomplishments:

• Implemented RRP Filing Season updates for IMF and BMF to address changes to the filters, 

rules and models.

• Implemented required software and infrastructure updates for the maintenance of the RRP 

system.
41

FY 2022 Accomplishments: 

• Upgraded to use Selection and Analytical Platform (SNAP). Within four hours of receiving an 

individual claiming a tax refund, the program applies artificial intelligence to verify income and 

withholding based on third-party data, generates multiple risk scores using over 1,000 features, 

assesses if the return falls within a scheme using network analytics, and initiates the appropriate 

treatment. RRP now detects 95 percent of the systemically detected pre-refund fraud and has 

achieved a return-on-investment of over 1,500 percent, since the initial investment began in 2015.

• Addressed and applied system updates in response to the ARP updates.

• Implemented updates associated with modernization, development, and delivery filing season 

validation.

• Implemented updates associated with the Greenplum upgrade.

FY 2022-2023 Objectives: 

• Finalize decision on BMF anomaly detection on RRP.

• Expand SNAP anomaly detection for FATCA.

• Process IMF balance due returns.

• Execute RRP models on tier 2 servers (lean business case 159).

• Execute MeF 1040-X.

• Load SADI data.

• Implement anomaly detection and case selection target architecture.

• Execute big data analytics rehosting of Greenplum.

• Implement RRP RHEL8 mitigation plan.

• Update RRP overaged servers.

Service Center Recognition/Image Processing System (SCRIPS)

Description:

SCRIPS is a data capture, management, and image storage system that uses high speed scanning and digital 

imaging to process the 940, 941, 943, K-1, IRP, and ACA-IRP paper returns. It also converts data to 

electronic format for processing downstream. SCRIPS is in the operations and maintenance phase of its 

lifecycle. As result, SCRIPS continuously provides support to IMF and BMF and performs annual 

maintenance that includes deploying security patches, maintenance updates and firmware updates as well as 

delivering legislatively mandated tax changes to keep SCRIPS updated.

Investment Obligations: 

Type FY 2021 Actuals FY 2022 Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 0.81 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 9.33 1.77 1.69 -0.08 -4.44%

Total Obligations 10.14 1.77 1.69 -0.08 -4.44%
42

Purpose, Accomplishments, Future Objectives:

The SCRIPS is a major paper input processing system, specifically designed to automate the processing of 

Information Return Processing (IRP) forms, Schedule K-1’s (Forms 1041 K-1, 1065 K-1, and 1120 K-1), 

Form 941 (and associated Schedules B and R), Form 940 (and associated Schedules A and R), and Form 943 

Stand-alone Schedule R. SCRIPS processes ACA-IRP Forms 1094-X and 1095-X. SCRIPS also scans and 

stores images of all tax documents processed, saving time by converting the scanned images and data to 

computer-readable code and providing hardcopy images, when requested. This is accomplished using the 

Optical Character Recognition/Intelligent Character Recognition engine and utilizing 2-Dimensional bar 

code recognition, which optimizes and automates data entry of taxpayer data. 

SCRIPS is one of the front-end input systems that operates at three IRS Service Centers, where forms are 

received, sorted, and sent to the scanning areas. SCRIPS sends the electronic taxpayer data to the IRS 

downstream tax processing systems, including the Generalized Mainline Framework and Master File for 

posting to the IRS database, Service-Wide Employment Tax Research System, and Statistics of Income for 

compliance. 

SCRIPS sends data to ACA Information Returns database for Master Files. Images are archived and retained 

on the Enterprise Shared Storage platform. IRS Customer Service Representatives can request hard copies of 

images through the Integrated Data Retrieval System. SCRIPS will deliver legislatively mandated Tax Year 

changes to keep SCRIPS up to date. SCRIPS processed more than 50 million tax forms in 2021. SCRIPS

expects to process equivalent volume in 2022. SCRIPS provides taxpayers fair and uniform application of 

the law and increases efficiency for tax processing by converting paper forms to electronic images.

FY 2022 Accomplishments and 2023 Future Objectives:

• Implemented multisite option process, allowing SCRIPS users to log into any of the three SCRIPS 

processing sites to work inventory and reduce workload at a targeted site.

• Expand Schedules K-1 core record layout to accommodate expanded fields.

• Begin development to deliver Information Returns (IR) Modernization changes for filing season 

2023.

• Support digitalization by incorporating several Integrated Submission and Remittance Processing 

System (ISRP) forms into the SCRIPS scanning process to remove the dependency on transcribers. 

SCRIPS will start with IR forms to facilitate the delivery of IR Modernization efforts.

• The refresh of the SCRIPS server’s infrastructure is being planned. IRS will leverage functionality 

between the ISRP and SCRIPS systems to improve efficiency and reduce costs.

Web Applications

Description:

The Web Applications (Web Apps) program and initiatives improve interactions and communications across 

taxpayers, the IRS, and third parties by providing a broad range of self-service options, establishing secure 

information exchange options, and building internal capabilities. By enabling authorized third parties and 

taxpayers to interact digitally with the IRS, the investment provides a better user experience and delivers 

consistent data and services through reusable Application Programming Interfaces (APIs). Web Apps will 
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continue to transform the way the IRS does business by enhancing the taxpayer experience and delivering 

new digital services that allow taxpayers and their authorized tax professionals to track, receive, and send 

information and take actions on their personalized online account.

Investment Obligations:

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 54.75 90.19 134.65 44.46 49.30%

Sub-Total O&M Obligations (Including 

Internal Labor (Govt. FTE)) 9.78 10.14 9.42 -0.72 -7.09%

Total Obligations 64.53 100.33 144.07 43.74 43.60%

Purpose, Accomplishments, Future Objectives:

Web Apps allows IRS to maintain, improve, and expand on the broad range of digital services offered today 

and enhance the number and types of transactions the taxpayer and their representatives can complete 

securely using their personal IRS Online Account.

• Continued investment in the program will enable new digital options for self-service and secure 

information exchanges, including access to fast, secure, and personalized digital communications 

delivered through a secure messaging platform.

• Web Apps will help ensure a higher-quality customer experience in line with government-wide 

efforts to deliver what the public expects and deserves in the 21st century.

FY 2021 Accomplishments: 

• Web Apps delivered multiple IRS Modernization Plan (Mod Plan) capabilities including a Taxpayer 

First Act Section 2302 compliant release of Tax Pro Account, enabling tax professionals and 

taxpayers to electronically sign and submit Power of Attorney and Tax Information Authorization. 

• The program delivered additional capabilities for Online Installment Agreement to display eligible 

payment plan options and pay-off amounts to taxpayers, provide single taxpayers the ability to check 

their initial eligibility, and set up a short-term payment plan.

• Web Apps also delivered a Taxpayer Payment API capability, enabling taxpayers to view details for 

electronic payments that are pending and scheduled for future dates without having to leave the 

application or reauthenticate.

FY 2022-2023 Future Objectives:

• FY 2022, IRS plans to Modernize Online Payment Plans by continuing work towards an FY 2023 

release. Web Apps will deliver a capability to enable taxpayers to make a same day balance payment 

from their bank account within their Online Account known as Integrated Payment. Also, Web Apps 

will deliver the Tax Pro Account capability, including enhanced user experience, email alerts, and 

performance improvements. Additionally, Taxpayer Digital Communication - Outbound 

Notifications will be renamed Digital Notices and Letters.
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• FY 2023 release will provide the ability to opt in or opt out of receiving paper notices and receive 

notifications through email when a notice is available. 

• In FY 2022, the Web Apps program will initiate modernization efforts using ARP funding. This 

includes portal content management, the implementation of content decoupling and multi-lingual 

languages to enhance the taxpayer experience. Infrastructure Modernization will also migrate Web

Apps infrastructure to the cloud to improve agility and to bring products and features to the 

taxpayers faster, while retaining/enhancing security.

FY 2023, Web Apps will conduct two deployments of Integrated Payment, and modernize online payment 

plans by delivering the ability to create and manage long-term installment agreements. Also, Tax Pro 

Account plans to deploy a capability to allow taxpayers to view and manage authorizations and initiate 

Power of Attorney and Tax Information Authorization requests. Additionally, digital letters and notices will 

deploy a capability, providing taxpayers with the ability to view and change user preferences for notices 

within the profile of their online account. 

Major Non-IT Investments

Criminal Investigation Owned Vehicles

Description:

The IRS Criminal Investigation (CI) business unit maintains ownership of approximately seventy vehicles 

that include the Commissioner’s protective detail and surveillance type vehicles. CI undercover and 

international vehicles not reported in Treasury’s FAST System due to sensitivity are excluded. 

Investment Obligations: 

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal 

labor (Govt. FTE)) 0.00 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 2.78 2.80 2.80 0.00 0.00%

Total Obligations 2.78 2.80 2.80 0.00 0.00%

Purpose:

The vehicles will be used to support the IRS investigations and must meet the mission critical need to 

conduct criminal law enforcement activities.
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Criminal Investigations Capital Assets

Description:

This investment includes radios and radio maintenance, vehicles owned by Criminal Investigations (CI), 

body armor, guns, and body plates.

Investment Obligations: 

Type FY 2021 Actuals FY 2022 Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including 

Internal labor (Govt. FTE)) 0.00 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including 

Internal Labor (Govt. FTE)) 4.40 5.20 7.70 2.50 48.08%

Total Obligations 4.40 5.20 7.70 2.50 48.08%

Purpose:

These assets are used to protect CI special agents from threats and bodily injury, while performing their law 

enforcement duties. These duties include conducting investigations concerning alleged criminal tax fraud 

violations, financial crimes, and other related offenses.

Leasehold Improvements

Description:

Leasehold Improvements, which includes alterations to buildings, fixtures such as elevators, plumbing, 

power-plant boilers, fire-alarm systems, lighting, heating systems, air-conditioning systems, flooring, and 

carpeting. In a particular year, the total figure is a sum of the expenditures in that object class for all IRS 

projects. 
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Investment Obligations: 

Type FY 2021 Actual

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % 

Change

Sub-Total DME Obligations (Including Internal labor 

(Govt. FTE)) 0.00 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 36.02 83.48 76.33 -7.14 -8.56%

Total Obligations 36.02 83.48 76.33 -7.14 -8.56%

Purpose:

Many IRS projects undertaken entail the design, alteration, and furnishing of space either upon acquisition, 

at lease renewal, or for other purposes, such as supporting space consolidation or reduction. The portion of 

the project that is captured as a capital asset is reflected in the OMB object class 32.0 (Land and Structures)..

Security Equipment

Description:

Security Equipment, which includes cameras, digital video recorder system (DVRs), access control panels, 

and card readers, etc. This investment is managed in Facilities Management and Security Services.

Investment Obligations: (In Millions of $):

Type FY 2021 Actuals

FY 2022 

Estimated 

Obligations

FY 2023 President’s 

Budget (Estimated 

Obligations)

$ Change % Change

Sub-Total DME Obligations (Including Internal labor 

(Govt. FTE)) 0.00 0.00 0.00 0.00 0.00%

Sub-Total O&M Obligations (Including Internal 

Labor (Govt. FTE)) 5.38 5.62 5.60 -0.02 -0.34%

Total Obligations 5.38 5.62 5.60 -0.02 -0.34%

Purpose:

The IRS uses facility-specific security assessments to prioritize asset needs and develop criteria for replacing 

equipment in a given facility. Additionally, emergency needs arise over the course of the year. These needs 

are ranked and funded according to the effect the equipment has on the overall security posture. The need for 

equipment can arise at any time, such as when employees are moved into a new building, during internal 

moves, or intermittently when equipment needs to be replaced. The benefit of this capital asset investment is 
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that it supports the IRS’s priority to provide a safe and secure environment for its employees, equipment, and 

facilities.