Mayor’s Leadership Academy September 2011 Boston, Massachusetts.

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Mayor’s Leadership Academy September 2011 Boston, Massachusetts

Transcript of Mayor’s Leadership Academy September 2011 Boston, Massachusetts.

Mayor’s Leadership Academy

September 2011

Boston, Massachusetts

Upcoming Changes in VITA and Tax Landscapes

Program Sustainability

Increase Confidence in Program

Driver: Accuracy of Returns• Expand Utilization of Intake/Interview

and Quality Review Processes

• Strengthen Ethical Standards

• Revisit VITA/TCE Scope

• Complete Shopping Reviews

Increase Confidence in Program

Intake/Interview Process Number of Returns Accuracy Rate

Number of Completed Form 13614C TaxWise Intake/Interview Sections 9 78%

Number of Completed Form 13614C Intake/Interview Sections 525 88%

Completed Approved Partner Created Forms 9 100%

     

Number of Incomplete Forms 13614C TaxWise Intake/interview Sections 1 0%

Number of Incomplete Form 13614C Intake/interview Sections 171 85%

Incomplete Unapproved Partner Created Forms 6 50%

No Intake Sheet Used 3 67%

Total Reviews 724 87%

Intake/Interview Process Usage

Increase Confidence in Program

Quality Review Process Number of

ReturnsAccuracy

Rate

Number of Completed Forms 13614C, Quality Review Section 566 91%

Number of Complete Forms 8158 9 78%

Partner Approved Review Forms 6 100%

     

Number of Incomplete Forms 13614C, Quality Review Section 90 77%

Unapproved Form 5 80%

Number of Completed Unapproved Quality Review Processes 4 25%

No Quality Review Sheet/Process Used 44 70%

Total Reviews 724 87%

Quality Review Process Uptake

Expand Ability to Serve Taxpayers

Driver: 19 Million Eligible for Services• Maximize Utilization of Resources

• Explore Alternative Methods for Completing Free Tax Returns

• Expand Collaborative Efforts Nationally and Locally To Find New Opportunities to Serve

Expand Ability to Serve Taxpayers

Total Returns

Total AARP Returns

AARP % of Total Returns

2009 3,030,247 1,498,184 49.44%

2010 3,077,068 1,522,958 49.49%

2011 3,162,483 1,536,720 48.59%

Expand Ability to Serve Taxpayers

FAST – Free Assisted Self-Service Tax Preparation• Designed to work “kiosk style” • Taxpayers prepare their own returns

– Trained volunteers available to assist– Volunteers must be certified at basic or above

• FAST sites can be:– Stand alone sites– “Added Service” at existing sites

• Taxpayer’s utilize free online software provided by members of the Free File Alliance– H&R Block– Intuit (Turbo Tax)– Tax Slayer

Resource Optimization

Driver: Budgetary Constraints• Resources Declining

• Expand Efficient Use of Resources– Products/Materials

• Goal – Transition to Electronic Resources– SPEC Internal Efficiencies

– Enhance Effectiveness of Electronic Products

– Identify Early Adapters

– Promote Best Practices

Resource Optimization• Product Transition Example

– Publication 4491Training Kit• Publication 4491 (Paper)• Publication 4491-W (Paper)• Publication 4012• Publication 6744 – Test (Paper)

– Publication 4480, Link & Learn Taxes Kit• Publication 4491-W (Paper)• Publication 4012 (Paper)• Publication 6744 – Test (Paper)• CD w/Pub 4491, 4491-W, 4012, 6744

– Stand Alone Products• CD w/Pub 4491, 4491-W, 4012, 6744• No 4012 or 6744 This Year