2012 Electronic Filing Symposium


April 30 - May 3, 2012 • Sheraton Westport • St. Louis, MO 63146

Presentations and Papers

 
Tuesday, May 1

IRS e-file Overview, Challenges, Changes and Modernized e-file Updates
 Robert J Bedoya, Director, IRS, E-Channel Support Office
 Carol Mullins, Director, IRS, Submission Processing, MITS

Federal and State Government ID Theft Protection Initiatives
 
Jill Runow, IRS, Federal Intergovernmental Partnering

Two-Way Video Conferencing for Taxpayer Assistance
 
Susan Quackenbush, Implementation Team Lead, IRS, Virtual Service Delivery Project

e-Help Desk Overview
 
Lenita Johnson, Program Manager, IRS, e-help Operations

Implementation of the Tax Return Preparer Regulations & the e-file Preparer Mandates
 
David Williams, Director, IRS, Return Preparer Office

Payroll Panel
 
Janice Krueger, NACTP Payroll Subcommittee
 Regina Frazier-Dean, Section Chief, IRS
 Pete Isberg, ADP, Inc

 
Wednesday, May 2


Free File Improves Taxpayer Experiences through Marketing and Education

 
Dave Macklin, Consultant, Computer & Communications Industry Association

TAG Progress Reports
 
Jeff Anderson, West Virginia

Improving Taxpayer Experiences through E-Services
 
North Carolina’s Self-Help Online Learning Modules
 Wanda Henderson, North Carolina

Colorado Revenue Online
 Steve Asbell

Missouri’s New and Improved Sales and Use Tax Web Services
 Katy Werdehausen, Missouri

NACTP – Efile Subcommittee
 Mark Castro, NACTP EF Subcommittee


Payroll Providers Rejoice!- Withholding Online Tax Filing Program
 Alven Brite, Arizona

Practitioners Matter, too! - Practitioner’s Online Service Center
 Penny Wires, Maryland

Suspicious Filers, Refund Fraud Detection and Prevention

FTA’s Suspicious Filers and Refund Fraud Program
John Feldmann, FTA

Industry’s Approach to Fraud Prevention
Fluffy Cazalas, NACTP

Using Public Records to Detect Refund Fraud
Andrew John Bucholz, ACFE

 

TIGERS Report
 
Terry Garber, South Carolina

Transitioning to Free File
 
Marilyn Cooksey, Indiana

State Debit Card Refund Programs
 
Gary Matherne, Louisiana
 Sebrena Coleman, Louisiana
 Gary Dowling, Connecticut
 Joan Korthanke, Oklahoma
 Chris Gilmore, Georgia

New York State Filing Mandates and Enforcement
 
Margaret (Peggy) Sherman, New York State

 
Thursday, May 3

NACTP – Sales and Use Tax Subcommittee
 
Joe Naughton, NACTP Sales and Use Tax Subcommittee

Reducing Redundancy by Using Federal Schemas
 
Fluffy Cazalas, National Association of Computer Tax Processors
 Terry Garber, South Carolina

STATE UPDATES