Bulletin

B-29/01
November 9, 2001

FTA MOTOR FUEL TAX ADVANCED TRAINING COURSES

June 3-6, 2002, in Milwaukee, Wisconsin
December 2-5, 2002, in Tucson, Arizona

Preliminary Progam
Registration Form

To State Tax Administrators:

FTA, with the participation of state tax agencies and the petroleum industry, is offering two advanced level courses for 2002. The first advanced level course is June 3-6, 2002, in Milwaukee, Wisconsin. The second advanced level course is December 2-5, 2002, in Tucson, Arizona. The program for both courses will be the same.

Participants must have basic knowledge of the motor fuel industry and experience working with motor fuel tax records and returns. Participants cannot be new to the motor fuel tax area.

The advanced course is designed for experienced motor fuel administrators, auditors, investigators and employees of state, federal and the petroleum industry. The instructors will be state and petroleum industry employees with expertise in motor fuel audits and investigations. The advanced fuel training course is structured as follows:

• Participants will be introduced to working with taxpayers’ sales records to prepare monthly state tax returns using FTA Uniform Forms and Instructions.
• Participants will review returns as a basis for preliminary evaluation of information from the perspective of the state return processing and reconciliation.
• Participants will be introduced to audit techniques that facilitate the tracking of fuel transactions between dealers and tracking of tax and payment of those taxes.
• Participants will be introduced to interviewing techniques and provided with information required to document findings and evaluate possible criminal activity.

All participants will receive a training manual, reference materials, and a certificate of completion. A preliminary program of the advanced training is attached.

In the past few years, the motor fuel training courses offered by FTA have been financed in part by assistance from the Federal Highway Administration. The FHwA experienced a decrease in funding for special projects that eliminated the funding to support lower registration fees for this class. Therefore, the registration fee has been increased to offset this loss so participants will continue to receive the same high quality of training.

The course fee of $450.00 per registrant will cover the costs of training materials, coffee breaks, and other expenses. States receiving federal funds, as participants in regional motor fuel tax enforcement task forces, may use those funds to pay travel expenses and registration fees for their employees. A registration form is enclosed; upon completion, please fax (202) 624-7888 or mail it with your check (made payable to Federation of Tax Administrators) to:

Federation of Tax Administrators
444 N. Capitol Street, NW -- Suite 348
Washington, DC 20001

The deadline for submitting registration for each course is as follows:

May 10, 2002 -- Milwaukee, Wisconsin
November 8, 2002 -- Tucson, Arizona

The rate at the Milwaukee Marriott West is $89 plus tax per night. Make your reservations directly with the hotel by calling (262) 574-0888. Make certain to inform the clerk that you will be attending the Federation of Tax Administrators Training Course to receive the special rate. Please note that the cut-off date for hotel reservations is May 10, 2002. The hotel’s address is W231 N 1600 Corporate Court, Waukesha, WI 53186.

Airport Connection service is at baggage claim. The Airport Connection service is between $25-$30 to the hotel.

The rate at the Marriott University Park Hotel is $58 single/$68 double plus 9.5% tax and $1.00 city surcharge per night. Make your reservations directly with the hotel by calling (520) 792-4100 ext 2020. Make certain to inform the clerk that you will be attending the Federation of Tax Administrators Training Course to receive the special rate. Please note that the cut-off date for hotel reservations is November 9, 2002. The hotel’s address is 880 East 2^nd Street, Tucson, AZ 85719.

Stage Coach Shuttle service is outside of baggage claim. The Stage Coach Shuttle service is $13-$15 to the hotel.

If you have any questions, please call Cindy Anders-Robb at (307) 632-4144 or send an e-mail to: cindy.anders-robb@taxadmin.org

Sincerely,

Harley T. Duncan
Executive Director

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FTA MOTOR FUEL TAX ADVANCED TRAINING

Milwaukee, Wisconsin -- June 3-6, 2002
Tucson, Arizona -- December 2-5, 2002

PRELIMINARY PROGRAM  

SUNDAY

June 2 -- Milwaukee, WI
December 1 -- Tucson, AZ

4:00 p.m. -- 6:00 p.m. Registration

MONDAY

June 3 -- Milwaukee, WI
December 2 -- Tucson, AZ

7:30 a.m. -- 8:30 a.m. Continental Breakfast

8:30 a.m. -- Noon Introduction and Welcome

Cindy Anders-Robb, Federation of Tax Administrators

Instructors:

Peter Steffens, Florida Dept. of Revenue
Carol Player, South Carolina Dept. of Revenue
Bob Bray, Ohio Dept. of Revenue
Cindy Anders-Robb, Federation of Tax Administrators

Participants will be introduced to working with taxpayers’ sales records to prepare monthly state tax returns using FTA Uniform Forms and Instructions.

Noon -- 1:30 p.m. Lunch (on your own)

1:30 p.m. -- 5:00 p.m.

Continuation from the morning session working with taxpayers’ sales records preparing monthly state tax returns.

6:00 p.m. -- 8:00 p.m. Reception

TUESDAY

June 4 -- Milwaukee, WI
December 3 -- Tucson, AZ

7:30 a.m. -- 8:30 a.m. Continental Breakfast

8:30 a.m. -- Noon

Participants will review returns as a basis for preliminary evaluation of information from the perspective of the state return processing and reconciliation.

Noon -- 1:30 p.m. Lunch (on your own)

1:30 p.m. -- 5:00 p.m.

Participants will be introduced to audit techniques that facilitate the tracking of fuel transactions between dealers and tracking of tax and payment of those taxes.

WEDNESDAY

June 5 -- Milwaukee, WI
December 4 -- Tucson, AZ

7:30 a.m. -- 8:30 a.m. Continental Breakfast

8:30 a.m. -- Noon

Continuation of tracking fuel transactions through the motor fuel distribution chain.

Noon -- 1:30 p.m. Lunch (on your own)

1:30 p.m. -- 5:00 p.m.

Continuation of tracking fuel transactions through the motor fuel distribution chain.

THURSDAY

June 6 -- Milwaukee, WI

December 5 -- Tucson, AZ

7:30 a.m. -- 8:30 p.m. Continental Breakfast

8:30 a.m. -- Noon

Continuation of tracking fuel transactions through the motor fuel distribution chain.

Noon -- 1:30 p.m. Lunch (on your own)

1:30 p.m. -- 5:00 p.m.

Participants will be introduced to interviewing techniques and provided with information required to document findings and evaluate possible criminal activity.

Participants will participate in the wrap-up discussing ways and methods to improve motor fuel tax administration, both industry and tax authority, to minimize opportunities for fraud and evasion. Identify and discuss successes, failures and new ideas.

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