Use this project plan to move an information-return workflow off FIRE before the 2027 filing season. Track access, data, provider dependencies, testing, corrections, cutover dates, and evidence without turning the implementation sheet into a tax-filing decision engine.
| Phase | Workstream | Task | Target date | Owner | Status | Dependency | Evidence / link | Notes |
|---|---|---|---|---|---|---|---|---|
| Access | IRIS access | Confirm IRIS TCC status and responsible users | 2026-10-01 | Tax Ops | In progress | EIN and IRIS application | IRIS application record | Do not store credentials in this sheet |
| Access | Filing channel | Choose Taxpayer Portal, A2A, or filing-provider workflow | 2026-10-08 | Finance Systems | Not started | Volume and provider capabilities | Document contingency path | |
| Data | Source data | Map payee identity, taxpayer information, amounts, corrections, and state data | 2026-10-16 | Finance Ops | Not started | Source-system owners | Keep reconciliation separate from submission tooling | |
| Workflow | Provider readiness | Confirm software or filing provider IRIS cutover and acknowledgement flow | 2026-10-23 | Tax Ops | Not started | Provider implementation plan | Capture correction workflow too | |
| Workflow | Dry run | Run representative internal filing-preparation dry run | 2026-11-06 | Finance Ops | Not started | Mapped data and chosen channel | A dry run is not IRS acceptance |
Sample rows are illustrative implementation tasks. Do not store passwords, MFA codes, API secrets, or other authentication credentials in this sheet.
Kelvaro reviewed the current IRS FIRE retirement guidance on September 9, 2026. The project plan treats the November 2026 FIRE cutoffs as operating milestones, not as a determination of what your organization is required to file.
IRS reminder: Information return e-file system transitioning to a new platform ↗Use the checklist for transition completeness, the project plan for ownership and dates, and the contractor year-end close tracker for payee and payment cleanup.
Open the IRIS transition checklist →