FEDERAL/STATE TELEFILE. BACKGROUND Federal/State TeleFile allows eligible taxpayers in participating...
-
Upload
gervais-bell -
Category
Documents
-
view
216 -
download
4
Transcript of FEDERAL/STATE TELEFILE. BACKGROUND Federal/State TeleFile allows eligible taxpayers in participating...
FEDERAL/STATE TELEFILEFEDERAL/STATE TELEFILE
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.
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
PROGRAM OPERATION
Taxpayer completes both the federal & state tax record
Calls the toll-free number Completes the federal portion Receives a federal confirmation number
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
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
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
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
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)
2001 FILING SEASON
Indiana Kentucky Georgia Oklahoma
CONTACT PERSON
Portia D. Bingham
Federal/State TeleFile Program Analyst
Headquarters
202-283-0226