FTA Electronic Filing Symposium

Presentations & Reports

IRS/ETA Initiatives including review of initiatives for individual and business tax electronic filing and filing season review and future initiatives.
 Bert DuMars, Director, Electronic Tax Administration

NACTP State Electronic Filing Standards
  Mark Castro, Orrtax
  Rebecca McCaulley, CCH
 Denise Elliott, Intuit
 Cindy Gervais, H & R Block

Trends in State Electronic Filing
 Harley Duncan, Executive Director, FTA

Mandating Electronic Filing – Panel Discussion to Examine Trends in Individual and Business Tax Filing Mandates and Steps to Implementing a Successful Mandate
Template for Q&A Regarding State Mandate Announcements 
Panelists:
   Mark Castro, Orrtax
   Sue Gaston, H & R Block
   Dick Eppleman, Vertex (additional paper)
   Jo Ann Bass, IRS
   Sean McDaniel, California FTB
   Mike Guerin, Massachusetts

FTA-IRS Tactical Advisory Group (TAG) Activities
 Terry Garber, TAG Chair
 Kevin Richards, TAG Member

Filing Season Review & What’s New for 2005 and Beyond – State Updates
Each state will speak briefly on the 2004 filing season and outline changes for the 2005 filing season and beyond

Free File Alliance – A Discussion with Participating Companies and States
 Atilla Taluy, FileYourTaxes.com
 Russ Sprouse, Intuit 
 Rebecca McCaulley, CCH

State Retrieval System
Darryl Giles, IRS

Federal-State Acknowledgements – Review 1st Year and Examine Changes for 2006 Filing Season
  Darryl Giles, IRS
 Carolyn E. Davis, IRS

Uniformity Issues for Federal-State Acknowledgements
Standard Acknowledgment Records
 Jamie Stiles, Drake
 Squire Dahl, Orrtax
 Steve Thimsen, Idaho State Tax Commission

IRS Encryption Standards – Panel Discussion
 Carolyn E. Davis, IRS
 Darryl Giles, IRS
 States Representatives (will provide update on experiences with encryption)

Breakout A
EFTPS Pilot – Panel Discussion
 Larry Faulkner, IRS
 Kevin Richards, Illinois Dept. of Revenue
 Walt Eccard, FMS
 Orlando Evans, Bank of America

Marketing New York Style (13.5 MB - may load slowly)
 Lynne Passarelli, New York State Dept. of Taxation &  Finance

Open Discussion on Issues related to 2005 Filing Season and Future Changes
  IRS, State, Software Developer

Breakout B
Federal/State 1120, 1065, and Employment Tax – Background, Updates, and What You Should do to Prepare (13.5 MB - may load slowly)
  Joan Barr, IRS
 Carol McLaughlin, IRS

New Federal/State E-file Program Development Process and Effect on 1120, 1065, 1040 and Employment Tax Development
  Terry Garber, South Carolina Dept. of Revenue

State Perspective on Preparing for Implementation of Fed/State 1120
State Representatives
AZ, IN, NJ

Streamlined Sales, Federal/State 1120 and Federal/State Employment Tax Developments
 Terry Garber, South Carolina Dept. of Revenue

2-D Barcode Successes – Why Your State Should Join the Program!
 Donna Muccilli, Arizona Dept. of Revenue
 Veronica Jennings, Alabama Dept. of Revenue 
  Ginger Hulsey, Oklahoma Tax Commission

Innovations in Internet Filing, Payment, Account Maintenance and Customer Service for Business and Individual Income Taxes
(Business Entities E-File Overview document)
 Karen Barthelmes, Indiana Dept. of Revenue
 Sean McDaniel, California Franchise Tax Board
(10.4 MB - may load slowly)

Addressing Fraud
 Sandy Sharpe, Georgia Dept. of Revenue