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The FTA – IRSTactical Advisory GroupFTA Technology ConferenceAugust, 2005What is the TAG?Formed by request of IRS Electronic TaxAdministration (ETA)IRS representatives from W&I, SBSE, andETA with other resources as neededState members AZ, DE, IL, KS, SC, and VAFacilitated by IRS and FTA2005 Chair Terry Garber SC1
Who’s on it?Key IRS representatives by functionState members to represent all states Balance of size, geographyFTA facilitates communicationsState members serve 2-year termsA portion of the State members rotateoff every yearTAG CharterCoordinate tactical planning for einitiatives between IRS and statesImprove communication andcooperation on priorities and strategiesAgree on cooperative methodsProduce/Facilitate outcomes2
What has TAG done?Facilitated FedState 1120 e-filingCoordinated Joint Marketing effortsRecommended FSET adoptionContributed to W-2 SPEF Business CaseFacilitated FedState use of EFTPSReviewed IRS e-strategic plans1120 FedState MeF Release 3Business requirements deliveredState interest mobilizedDeployment team formed26 states ready/interested for 1/06Technical work ongoing in TIGERSTAG provides oversight3
Joint MarketingAll states surveyed – and respondedMarketing resources variedInterest in partnering highIRS shared e-marketing strategyFedState message included in IRS adsDevelop “best practices” -- States/IRSFSET PromotionPromote awareness of current program Both within IRS and StatesLobby for “full fed/state architecture”for FSET program when moved to MeFplatformPlan for full fed/state implementation4
Fed/State EFTPS PaymentsIRS/FMS desire to increase use of EFTPSPossible synergy, especially with withholdingpayments – “one stop” for businessesState issues are being resolved Need for data with payments Variations in formatting among statesPilot effort: IRS, FMS, B of A, IL, SC, VAStrategy Plan ReviewAwareness of IRS e-initiative plansProvide “tactical” inputFoster IRS – State e-dialoguePrepare for cooperative effortsPlanning for all to work together5
Monitor IRS TrendsAssess impact on statesCreate state awarenessEnsure communication andcoordinationExamples: Consolidation of ExtensionsPossible change in definition oftimely electronic paymentData SecurityParticipation in Security SummitReview of high-level policySecurity of IRS data in state datawarehousesUpdate of Publication 1075Forming workgroup of state DataSecurity Officers and IRS toaddress policy issues6
Information ReturnsReceiving, storing and retrieving IR iscommon problem for IRS and statesSingle Point W-2 proposal did notsolve IRS issuesExploration of “clearinghouse” conceptsimilar to health industry medicalrecordsFed/State Data ExchangeMonitoring Electronic Data Exchange(EDE) pilotWill work with IRS and states to easetransition of exchange data sets to XMLformat (e.g., IMF/IRTF, CP-2000, etc.)over the next few years7
New InitiativesFed/State 1065/1040 e-fileERO registrationAuthentication and SignaturesUnderstand IRS EnterpriseArchitecture and its implications for thestatesCompliance issuesJoin us!Three states will join TAG this yearOpportunity for other states toparticipate in TAG SubcommitteesExecutive level participation in settingdirection for Fed/State e-initiativesThree face meetings per yearIncoming Co-chairs Tim Blevins (KS)and Peter Maser (IRS)8
QUESTIONS?Terry Garber garbert@sctax.org2005 TAG ChairKevin Richards krichards@revenue.state.il.usTim Blevinstrb@kdor.state.ks.us9
Fed/State EFTPS Payments IRS/FMS desire to increase use of EFTPS Possible synergy, especially with withholding payments - "one stop" for businesses State issues are being resolved Need for data with payments Variations in formatting among states Pilot effort: IRS, FMS, B of A, IL, SC, VA Strategy Plan Review Awareness of IRS e-initiative .
