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| 3:00 p.m. - 7:00 p.m. | Registration Reminder: Opening reception will be Monday evening. |
| 2:30 p.m. - 4:00 p.m. | State Electronic Filing Coordinators will meet, STACK states will meet immediately following. |
| 7:30 a.m. | Continental Breakfast |
| 8:30 a.m. - 3:00 p.m. | General Session |
| 8:30 a.m. | Welcome to Louisville |
| 8:45 a.m. | IRS/ETA
Overview of 2002 Filing Season and Future Initiatives Terrence H. Lutes, Director, Electronic Tax Administration |
| 9:45 a.m. | BREAK |
| 10:15 a.m. | IRS
Report: In-depth Review of 2002 Filing Season and Next Steps Mary Ellen Corridore, Acting Director, Operations |
|
11:15 a.m. |
NACTP
Report on 2002 Filing Season Rebecca Harris, CCH Cynthia Brown, Lacerte Wendy Wolfe, H&R Block Lynn Tenney, TaxWorks |
| Noon - 1:30 p.m. | Lunch (on your own) |
| 1:30 p.m. | Electronic
Services at the IRS Greg Carson, Director, Internet Development Services |
| 2:00 p.m. | State-Only
Filing and Acknowledgements To include an update of discussions that have transpired between IRS, NACTP and state representatives. |
| 3:00 p.m. | BREAK |
| 3:30 p.m. - 5:00 p.m. | Concurrent
Breakouts Breakout discussion groups organized by computing centers. To involve federal and state electronic filing coordinators, software developers and IRS service/computing center representatives. |
|
Breakout A |
Martinsburg Computing Center |
| Breakout B | Tennessee Computing Center |
| 5:30 p.m. - 7:00 p.m. | Reception with light hors d'oeuvres |
| 7:30 a.m. | Continental Breakfast |
| 8:30 a.m. - Noon | General Session |
| 8:30 a.m. | What's
New for 2003 and Beyond - State Updates Each state will speak briefly on changes for the 2003 filing season and beyond. |
| 10:00 a.m. | BREAK |
| 10:30 a.m. | IRS
Approach to Marketing Electronic Filing Programs and RFA/RFP Partnerships
Roxanne Barkley, Federal/State E-file Marketing |
|
11:15 a.m. |
State
Panel: Stretching Your Marketing Dollars Representative, Arizona Dept. of Revenue (invited) Peter Johann, Iowa Dept. of Revenue Larry Chapman, Nebraska Dept. of Revenue |
| Noon - 1:30 p.m. | Luncheon with Table Topics |
|
1:30 p.m. - 5:00 p.m. |
Concurrent Breakouts |
|
|
|
| 1:30
p.m. Panel: Payment Alternatives Jason Purslow, Connecticut Dept. of Revenue Services Bill Dunbar, Indiana Dept. of Revenue Larry Faulkner, Chief, Electronic Business Returns and E-Payments Products Mark Castro, Orrtax 2:30
p.m. BREAK 4:00
p.m.
|
1:30
p.m. Panel: Electronic Filing of Business and Employment Taxes Atilla Tuley, Fileyourtaxes.com Phil Kirchner, Nelco Rebecca Harris, CCH 2:30 p.m. BREAK 3:00 p.m. Business One-Stop Shopping Terry Garber, South Carolina Dept. of Revenue 3:45 p.m. Mainstreaming the STAWRS Projects Margie Kinney, Chief, Special Projects, SBSE Taxpayer Education and Communication |
| 7:30 a.m. | Continental Breakfast |
| 8:30 a.m. - 10:00 a.m. | General Session |
| 8:30 a.m. | XML
Standards and Current Efforts Terry Garber, South Carolina Dept. of Revenue |
|
9:30 a.m. |
BREAK |
| 10:00 a.m. - Noon | Concurrent Breakouts |
|
|
Breakout B |
|
10:00
a.m. 10:30
a.m. |
10:00
a.m. 11:00
a.m. |
| 1:30 p.m. - 5:00 p.m. | RELATED MEETINGS |
Government-only Session April 24-25. New this year is a separate government-only
meeting designed to encourage the open communication of matters that are
unique to state and federal tax agencies. This meeting will begin at 1:30
p.m. on Wednesday, April 24 and end at Noon on April 25. This session
will consist primarily of facilitated discussions on issues that have
been identified by the states. An agenda for this meeting will be posted
to TaxExchange only at www.taxexchange.org
as this is a government-only meeting. Although there is no separate
registration fee for this special meeting, please check off the registration
form in the appropriate place if you plan to attend.
FTA/NACTP
2-D Barcode Standards Working Meeting April 24-25. Following the conclusion
of the E-File Symposium, there will be a working meeting on 2-D Barcoding
Standards for Tax Processing. Anyone interested in the maintenance and
development of such standards (including those not attending the Symposium)
is invited to attend. Taking place on Wednesday, April 24 from 1:30-5
pm, and Thursday, April 25 from 8:30-noon, it will feature a review of
the 2002 Filing Season, with the aim to examine the current 2-D Standards
(found at www.taxadmin.org/fta/edi/2-dcurrent.html) for continued utility
and update them if necessary. A draft of any suggested changes is expected
to be posted on the FTA web site prior to the meeting for your review.
There is no registration fee for the 2-D meeting, but (if you are attending
the Symposium) please check off the registration form in the appropriate
place if you plan to attend.
XML Standards Working Meeting - Tax Information Group for EC Requirements
Standardization (TIGERS) April 24-26. Also following the conclusion of
the E-File Symposium, there will be a working meeting on Tax XML Standards.
It will take place on Wednesday, April 24 from 1:30-5 pm, and Thursday,
April 25 from 8:30am-4:30 pm, and Friday April 26 from 8:30am-noon. Anyone
interested in the maintenance and development of such standards (including
those not attending the Symposium) is invited to attend. A draft agenda
will be posted on the FTA web site prior to the meeting for your review.
The session will feature a review of the current status of efforts to
develop standard XML tax schemas and schema parts designed for re-use
across jurisdictions; common XML tag names, and standard XML transport
and packaging. Current draft documents for comment and other XML information
can be found at www.taxadmin.org/fta/edi/1205ann.html. Again, there
is no registration fee for the XML meeting, but (if you are attending
the Symposium) please check off the registration form in the appropriate
place if you plan to attend.
Federal/State TeleFile Kick-off Meeting. IRS and state partners will discuss
highlights of the 2002 Filing Season and review plans for 2003. This meeting
will begin at 1:30 p.m. on Wednesday, April 24 and end at Noon on April
25. There is no registration fee for this meeting.