The work plan describes and documents the results of FY 2016 activities and outlines projects and priorities for FY 2017 regarding exempt organizations; employee plans; federal, state, and local governments; Indian tribal governments; tax-exempt bonds; and government entities compliance services. Read the TE/GE work plan [PDF 724 KB]
The FY 2017 work plan outlines the focus areas in which IRS Exempt Organizations (EO) is deploying resources. The following are highlights of the work plan.
EO will continue to use data-driven case selection models to identify and address existing and emerging high-risk areas of noncompliance. Forms 990, 990-EZ, and 990-PF case selection models will be improved based on feedback received from field employees, and EO will implement new models for Form 5527, Form 990-T and the post-determination compliance program. EO will also develop a referral model. As in FY 2016, examinations will continue to focus on five strategic issue areas:
EO will also implement a statistical sampling methodology to assess compliance in the EO population.
Compliance data included in the work plan indicate that EO is focused on the following issues in 2016:
In FY 2017, EO intends to emphasize the following:
The FY 2017 work plan also includes objectives for other TE/GE groups, including: employee plans; federal, state, and local governments; Indian tribal governments; tax-exempt bonds; and government entities compliance services.
For more information, contact the Managing Director-in-Charge of KPMG's Washington National Tax Exempt Organizations Tax group
D. Greg Goller | +1 (703) 286-8391 | firstname.lastname@example.org
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