The IRS established the Individual Masterfile Modernization (IMF Mod) Program to achieve the modernization of individual taxpayer accounting and implementation of modernized data distribution platform. Through this program, the IRS will implement the solution of a single integrated environment for managing individual taxpayer accounts that will:
- Implement 21st century technology and services to enable the IRS business to provide digital services to the taxpayer and enable more timely taxpayer compliance
- Improve security and privacy of taxpayer information by eliminating identified weaknesses
- Provide more timely and accurate responses to taxpayer inquiries and faster resolution by establishing an authoritative data source with daily processing capability
- c taxpayer accounts which are the cornerstones of the US Financial System
- Improve the agility and flexibility of the IRS to respond to new legislative mandates and taxpayer expectation
This program consists of three IMF Retirement Programs/ Initiatives – Customer Account Data Engine 2 (CADE 2) ITPE, IMF Retirement Acceleration, and Downstream Consumers and User Migration and two Technology enabling Initiatives, CADE 2 Marketplace and Enterprise Data Platform. CADE 2 ITPE is modernizing core individual taxpayer accounting capabilities and establishing the CADE 2 database as the modernized authoritative datastore for individual taxpayer account data. IMF Retirement Acceleration is using common services to make CADE 2 data more accessible, establish the analytical datastore, and enable self-service reporting. Downstream Consumers and User Migration will modify downstream systems to access modernized data formats and transition off IMF legacy applications and file formats. CADE 2 Marketplace modernizes data distribution mechanisms to enable faster and easier data consumption by downstream consumers and users. The Enterprise Data Platform develops a centralized hub to facilitate easier access to individual account data, allowing self-service reporting and analytical tools.
The IMF Mod Program serves as the Prime Integrator, driving program delivery and integration efforts in a consistent yet flexible manner. The IMF Mod Program has determined the targetstate objectives and solution to address the pressing issues faced by the IRS with regard to tax processing and has updated the IRS capabilities to industry-level. With contractor support being provided to the IMF Mod Program under this PWS, the IRS will implement the solution of a single integrated environment for managing individual taxpayer accounts that will:
- Replace the IMF Account Data Structures with a modern CADE 2 alternative
- Conduct Individual Tax Processing in a modern, data centric solution
- Produce the minimal mandatory outputs necessary to Close the Accounting Cycle
- Provide downstream consumers with a modern method to access taxpayer data
- Develop a repository that stores multiple representations of individual taxpayer data to enable improved analytics
- Provide downstream consumers with the means to conduct self-service reporting and analytics
- Create reusable common services that perform account management functions
- Migrate Users to leverage new data formats and services
- Retire legacy applications and data files The IMF Mod Program is being implemented through a series of programs, releases, and projects, which will individually employ the development methodology (e.g., agile, iterative or waterfall) determined to best meet the project, release, and program needs.
