SUMMARY The 2001 FedState Electronic Filing Symposium will take place April 29-May 2 in Cincinnati, Ohio. Any individual interested in electronic filing for individual income taxes is encouraged to attend. The TIGERS EC standards group will meet May 2-4, and the FTA/NACTP sponsored 2-D Barcode standards group will meet the afternoon of May 2. Those interested in employing XML to develop new tax filing EC applications are welcome to attend the former, and forms coordinators and others with an involvement in new technologies used in paper processing will be interested in the latter. This announcement includes a preliminary program for the Electronic Filing Symposium only. Program changes/updates will be posted to the FTA Web site as they occur (www.taxadmin.org). Information on the TIGERS and 2-D Standards meetings will be available separately on the FTA Web site. Registration is also available on-line at http://www.taxadmin.org

FTA, in cooperation with the IRS, is sponsoring the 2001 FedState Electronic Filing Symposium April 29-May 2 in Cincinnati, Ohio, at the Omni Netherland Plaza Hotel.

XML Standards — Tax Information Group for EC Requirements Standardization (TIGERS). In addition to the normally scheduled sessions, there will be a meeting of the FTA-sponsored TIGERS Group beginning the afternoon of May 2, and ending at Noon on May 4. This group develops voluntary electronic standards, and is now working on those for the use of XML in tax filing, with sub-groups addressing payroll, corporate, sales, and motor fuel tax filing. See www.taxadmin.org/fta/edi/1205ann.html for more information (and in early April for more specific agenda information). There is no registration fee for the TIGERS meeting, but please check off the registration form in the appropriate place if you plan to attend.

2-D Barcode Standards — FTA/NACTP. There will also be a meeting of the FTA/NACTP sponsored 2-D Barcode Standards group on the afternoon of May 2. This group develops voluntary 2-D standards, and is now working on 2001-02 revisions. See www.taxadmin.org/fta/edi/2-dcurrent.html for more information (and again in early April for more specific agenda information). There is no registration fee for the 2-D meeting, but please check off the registration form in the appropriate place if you plan to attend.

A preliminary program is attached to this bulletin. All program changes/updates will be posted to the FTA Web site (www.taxadmin.org) as they occur.

For meeting details, please contact Darrell Reeves at FTA at (202) 624-5892 or darrell.reeves@taxadmin.org.

For information on Cincinnati, check out the Convention and Visitor Bureau Web site at www.cincyusa.com. Also, the Reds are home beginning Tuesday, May 1, and continuing through Sunday. Check out http://reds.mlb.com for more information.

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2001 FedState ELF Symposium
Preliminary Program

Sunday, April 29

3:00 p.m.	Registration
5:30 -- 7:00 p.m.	Opening Reception with light hors d'oeuvres

Monday, April 30

7:30 am	Registration and Continental Breakfast
8:30 a.m.	Welcome to Cincinnati
8:45 a.m.	Electronic Tax Administration Terence Lutes, Director, ETA
9:30 a.m.	Electronic Filing Update Julie Burpo, Team Lead
10:00 a.m.	Break
10:30 a.m.	IRS Modernization -- Enterprise Architecture IRS Representative
11:00 a.m.	NACTP Report Cards Rebecca Harris, CCH Wendy Wolf, H&R Block Cynthia Brown, Lacerte
12 Noon -- 1:30 p.m.	Lunch (on your own)
1:30 p.m.	Panel: Monitoring Compliance and Fraud in Individual ELF Programs Denise M. Rocawich, Resident Agent-in-Charge James Stewart, Delaware Division of Revenut Bill Nelson, Republic Bank Floyd Harper, Xpress Software
2:30 p.m.	Break
3:00 p.m. -- 4:30 p.m.	Concurrent Breakouts -- Breakout discussion groups organized by computing centers. To involve federal and state ELF coordinators, software developers and IRS service/computing center representatives.
Breakout A	Martinsburg Computing Center
Breakout B	Tennessee Computing Center

Tuesday, May 1, 2001

8:30 a.m.	Marketing Federal and State Electronic Filing Programs Suzanne Martin, Program Analyst Theresa Ude, Minnesota Dept. of Revenue
9:45 a.m.	Break
10:15 a.m.	Panel: RFA/RFP Partnerships Suzanne Martin, Program Analyst State Representative, invited Lynn Tenney, TaxWorks
11:00 a.m.	Acknowledgments and State Only Filing Darryl Giles, Program Analyst, State Retrieval System
11:30 a.m.	e-Services Overview Laurie Barrett, Functional Mgr., Communications Products
12 Noon -- 1:30 p.m.	Luncheon with Table Topics (provided)
1:30 p.m. -- 4:30 p.m.	Concurrent Breakouts

1:30 p.m.	Electronic Filing of Business Taxes Chuck Piekarski, Functional Manager, Diversified Filing Donna Hockensmith, STAWRS Single Point Filing Project Manager
2:45 p.m.	Break
3:15 p.m.	Sales and Withholding Tax iFile Program Lee Mikelson, Virginia Dept. of Taxation
	The Future of Business TaxesÐAn Industry Perspective Kennon Walthall, NationTax Debbie Hanson, Nelco

1:30 p.m.	Panel: Debit/Credit Cards and Direct Debit Issues Larry Faulkner, Functional Manager, Alternative Payments Stephen Bouchard, Maryland Comptroller of the Treasury Mark Castro, Orrtax
2:30 p.m.	Break
3:00 p.m.	Authentication for Taxpayer Account Work Joel Schensul, New York State Dept. of Taxation and Finance
3:45 p.m.	Panel: State & Federal PIN Programs Kevin Richards, Illinois Dept. of Revenue Alison Adams, California Franchise Tax Board Julie Burpo, Team Lead

WEDNESDAY, MAY 2, 2001

8:30 a.m. -- 10:30 a.m.

Concurrent Breakouts

8:30 a.m.	Introduction -- FTA and NACTP
	What is 2-D Barcoding? Barry Lenoble, Symbol Technologies
	How Is It Used in Tax Processing? Mitzi Crump, Missouri DOR
	What Is the Role of Industry? Lisa Oberle, CCH Representative, STFServices, invited
	2-D Barcode National Standards Jonathan Lyon,FTA Mimi Nolan, NACTP
9:45 am	Hi-Speed Processing of Barcodes Lee Mikelson, Virginia Dept. of Taxation
	Use of 2-D Barcodes for Business Taxes Linda Dollens, Indiana Dept. of Revenue
	Close - FTA and NACTP

8:30 a.m.	Direct Web File -- Development and Training Considerations Susan Parker, Massachusetts Dept. of Revenue
	California Portal and Direct Filing Developments Alison Adams, California Franchise Tax Board
	IRS Telefile and FedState Telefile Nancy Ebersole, Planning & Analysis, Cincinnati Service Center Pamela McNair, Telefile Program Analyst, ETA
10:30 a.m.	Break

10:45 a.m.	CERCA Perspective on IRS Enterprise Architecture Industry Representative, invited
11:30 a.m.	Introduction to TIGERS/XML Terry Garber, South Carolina Dept. of Revenue

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