This course provides a concise overview of how the Internal Revenue Service (IRS) uses behavioral insights (BI). This is the cross-discipline, open-minded science of understanding how people behave and why they act as they do. BI is increasingly being used by organizations worldwide to better understand the behaviors of their customers and citizens in order to guide and nudge them towards desired actions, or to improve their experience. You’ll walk away knowing how the IRS is using BI to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden.
In this course, you learn about:
- Behavioral Insights (BI) Fundamentals
- Edward Bernays: The Father of BI
- How BI is used in social media and the consumer economy
- The power of nudging
- How BI is being used in tax administrations around the world
- BI tax experiments at the IRS
- Leading BI proposals for the IRS
- How to apply BI principles in your accounting operations
Who Will Benefit:
Practitioners who want to better understand how BI is best tested and used within the IRS to improve the taxpayer experience, and how BI can also be applied by practitioners in their own operations and workflow to improve customer engagement and satisfaction.
Learning Objectives
- Identify at least six ways BI is being used to nudge citizens, consumers and taxpayers towards desired actions and improve their experience.
- Discover and summarize at least 4 reasons why people are not always rational, and why their decisions are often driven by emotions, not careful economic analysis.
- Explore and point out at least 7 competing visions within the IRS on how BI should be used (or not) to increase compliance.
- Identify and list at least 8 BI strategies that can be used to influence taxpayer behavior and improve persuasion.
- Recognize and restate at least 10 ways BI can be used in the wording and graphic design and layout of tax forms to deter non-compliance.
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Prerequisites
Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services.