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