FEDERAL/STATE TELEFILE. BACKGROUND Federal/State TeleFile allows eligible taxpayers in participating...
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Transcript of FEDERAL/STATE TELEFILE. BACKGROUND Federal/State TeleFile allows eligible taxpayers in participating...
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FEDERAL/STATE TELEFILEFEDERAL/STATE TELEFILE
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BACKGROUND
Federal/State TeleFile allows eligible taxpayers in participating states to file their state income tax return in the same phone call as their federal return using the IRS TeleFile System.
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TARGET AUDIENCE
Taxpayers must qualify for TeleFile Receive the special tax package(s) in the
mail Taxpayers must live in the participating
states Have withholding only from the
participating states’ sources
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PROGRAM OPERATION
Taxpayer completes both the federal & state tax record
Calls the toll-free number Completes the federal portion Receives a federal confirmation number
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PROGRAM OPERATION (cont’d) Taxpayer completes the “disclosure
consent” Taxpayer completes the state specific
portion The return is formatted as a Federal/State e-file return
State data is retrieved from the State Retrieval Subsystem
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PROTOYPE
Conducted in June 1998 with Indiana and Kentucky
Complete end to end test Volunteers called in”dummy” returns Call length: IN - 20 mins. KY-18 mins. Technical issues resolved Overall 96%satisfaction rate
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PILOT RESULTS- KY
Simple return Average call length (state portion): 6 mins.
15 secs.
Average call length (entire call): 18 mins. 51 secs.
Volume: 40,833 returns Projected: 10,000 returns Exceeded projections by 308% Over 90% satisfaction rate
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PILOT RESULTS- IN
Complex return Average call length (state portion):
– 9 mins. 5 secs.
Average call length (entire call): – 21 mins .41 secs
Volume: 65,507 returns Projected: 49,000 returns Exceeded projections by 33% Over 90% satisfaction rate
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2000 FILING SEASON
KY Volumes: 54,813 returns-34% increase from last year
IN Volumes: 81,903 returns-25% increase from last year
(As of 4/24/00)
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2001 FILING SEASON
Indiana Kentucky Georgia Oklahoma
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CONTACT PERSON
Portia D. Bingham
Federal/State TeleFile Program Analyst
Headquarters
202-283-0226