Program
Outline
updated April 17, 2003
Final
Program Available (pdf)
Following
is a preliminary outline of the Symposium program, broken down by
days. Speakers will be added to the program once confirmed. Please
check back here for any updates.
3:00 – 7:00 p.m. Registration
2:00 – 4:00 p.m. State E-file Coordinator Meeting
(Government Only)
4:00 – 5:00 p.m. State StACK Meeting
(Government Only)
7:30 a.m. Registration and Continental Breakfast
8:30 a.m. Welcome to Indianapolis
Kenneth L. Miller, Commissioner, Indiana Dept. of Revenue
9:00
a.m. Free File Alliance
Michael Cavanaugh, Manager, Free File Alliance
Stephen Ryan, Counsel, Free File Alliance
Paul Mamo, Acting Director, e-Government Program Office, IRS
9:45
a.m. BREAK
10:15
a.m. IRS Report: Filing Season in Review and Future Initiatives
Julie Burpo, Chief, e-file Products Section 11:15
a.m. NACTP Report on Filing Season
Rebecca Harris, CCH Incorporated
Lynn Tenney, TaxWorks
Wendy Wolfe, H&R Block
12
Noon – 1:30 p.m. Lunch (on your own)
1:30
p.m. Electronic Services at the IRS
IRS Representative
2:00
p.m. State-Only/Multiple State Filing: The First Year
State and NACTP Representatives
2:45
p.m. BREAK
3:10
p.m. Concurrent Breakouts – Discussion groups organized by
computing centers.
Attendees
will break into two groups--Tennessee/Austin Computing Centers
and Martinsburg Computing Center. Each group will discuss issues
related to the filing of individual income tax returns during
the 2003 filing season and identify issues that need to be addressed
in future years. Discussions will involve federal and state electronic
filing coordinators, software developers and IRS service/computing
center representatives.
4:00
p.m. IRS/State Briefing/Question & Answer Session on Development
of Federal/State Acknowledgements for 2005 (Government
Only)
5:30 – 7:00 p.m. Opening Reception with light hors d’oeuvres
7:30 a.m. Continental Breakfast
8:30
a.m. IRS/ETA Initiatives and Free File Alliance
Terrence H. Lutes, Director, Electronic Tax Administration
9:30
a.m. What’s New for 2004 and Beyond – State Updates
Each state will speak briefly on changes for the 2004 filing season
and beyond 10:30
a.m. Break 10:50
a.m. One State’s Approach to Marketing Electronic Filing Programs
Marcia Gray, Wisconsin Dept. of Revenue 11:20
a.m. IRS Marketing Strategies
Candice Cromling, Chief, Relationship Management
Noon
– 1:30 p.m. Luncheon with Table Topics
1:30
– 5:00 p.m. Concurrent Breakout Sessions
Breakout
A
-
Introducing the New and Exciting Fed-State Employment Tax E-Filing
Program
Pat Clarke, IRS
Terry Garber, South Carolina Dept. of Revenue, TIGERS Chair
Jo
Ann Costa, California Employment Development Dept.
- FSET
Software Developers Tell All: Solutions for Fed-State Employment
Tax
Moderator: John Myett, IRS, and Panel of Software Developers:
PayCycle, Creative Solutions, FileYourTaxes.com
- How
To Do It – FSET Setup, Process, and Maintenance
Tracy Green-Caster, IRS
Terry Garber, South Carolina Dept. of Revenue, TIGERS Chair
Jo Ann Costa, California Employment Development Dept.
Breakout B
-
Secure Customer Service - One State's Perspective
Nonie Manion, New York State Dept. of Taxation and Finance
- eCheck
Online Tax Payments
Kenneth L. Miller, Commissioner, Indiana Dept. of Revenue
Marilyn Cooksey, ITD Administrator, Indiana Dept. of Revenue
David Becker, CEO, First Internet Bank of Indiana
- Electronic
Filing of Business Taxes (1120, 1065, 1041)
IRS, Industry Representatives
7:30 a.m. Continental Breakfast
8:30 a.m. – 12:00 Noon Concurrent Breakout Sessions
Breakout A
-
FTA/NACTP Sponsored 2-D Barcode Standards Working Group Meeting
FTA, NACTP, State Representatives
Breakout B
- Overview
of Streamlined Sales Tax Project (SSTP) XML Initiatives
Terry Garber, South Carolina Dept. of Revenue
- FTA/IRS
Tactical Advisory Group Overview
Frank Lanza, California Franchise Tax Board, TAG Group Chair
- Panel:
State Free File Alliance
Sandy Sharpe, Georgia Dept. of Revenue
Nonie Manion, New York State Dept. of Taxation and Finance
- State
Update on Development of Electronic Filing Standards for Software
Developers
State Representatives
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