Transcript LEP HISPANIC INITAITIVE - National Disability Institute

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 Usage
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%
Increase Confidence in Program
Quality Review Process Uptake
Quality Review Process
Number of
Returns
Accuracy
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%
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
2009
Total
AARP %
AARP
of Total
Returns
Returns
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
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•
•
•
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