Revenue Division implements automation and new tools for improved taxpayer experience

March 11, 2025 | General Government, Ways and Means, Joint, Committees, Legislative, Oregon


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Revenue Division implements automation and new tools for improved taxpayer experience
During a recent meeting of the Joint Committee on Ways and Means Subcommittee on General Government, significant advancements in the Oregon Department of Revenue's collection processes were highlighted, promising improved efficiency and customer experience for taxpayers.

The department has successfully automated its write-off process, which began in 2019, leading to a more streamlined approach to managing accounts. As a result, many accounts that had aged out are now eligible for cancellation, indicating a positive trend in account management. The department also revamped its settlement offer process in 2023, aligning it more closely with federal standards to reduce barriers for low-income taxpayers. An online calculator is set to be introduced, allowing customers to assess their eligibility for settlement offers before initiating contact with the department.

Despite these improvements, the department faces challenges in maintaining staffing levels, particularly in entry-level positions, which experience high turnover. Efforts are ongoing to keep vacancy rates low, including recent onboarding of new revenue agents. The department is also focusing on enhancing its online presence and customer service tools, including a chatbot named Doug, to assist taxpayers more effectively.

Looking ahead, the department is exploring the use of artificial intelligence to improve efficiency while being cautious about the potential risks associated with technology. The emphasis on data analytics is also a key focus, as the department aims to better understand taxpayer behavior and tailor its approach accordingly.

Overall, these developments reflect a commitment to continuous improvement in service delivery, with the department poised to enhance its operations and better meet the evolving needs of Oregon taxpayers.

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