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ETA Modernization: A Status Report

ETA Modernization: A Status Report . August 17, 1999 Federation of Tax Administrators Technology Conference. ETA IPT Background. Between June 1 and August 27, 1999, the ETA IPT will:

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ETA Modernization: A Status Report

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  1. ETA Modernization:A Status Report August 17, 1999 Federation of Tax Administrators Technology Conference

  2. ETA IPT Background • Between June 1 and August 27, 1999, the ETA IPT will: • Review the extent to which the IRS has identified, analyzed and prioritized ETA needs through 2007 by following the System Concept phase of the Enterprise Life Cycle; • Identify and communicate overlap and interface needs between ETA and other IT modernization tasks (including Business Systems Planning and Infrastructure and Security); • Develop a preliminary business case, supporting work plan, and input for a statement of work to cover a prioritized subset of ETA initiatives to be released in time for the 2001 filing season; and • Provide input to the Strategy For Growth revision.

  3. Where is the ETA IPT in the Enterprise Life Cycle? Discovery & Diagnosis of Current State-1999 Direction Setting 2001-2007 Preliminary Business Case 2001 Business Context Strategic Planning IT Context Synthesis and Validation Visioning Comparative Analysis Case for Action Prioritized Business Needs for 2001 Filing Season Develop System and Operations Concept for 2001

  4. From the ETA Refine the Vision Workshop: Refined Case for Action Within the context of the IRS’s mission, objectives and strategies; agreed upon principles, constraints and assumptions; and, the modernization efforts underway, we will: • utilize electronic tax administration capabilities to begin providing enhanced customer service, reduced burden and increased operations efficiency by 2001 • respond to legislative mandates that: • substantially all electronically prepared returns should be filed electronically by 2003 • 80% of all returns should be filed electronically by 2007 • “revolutionize how taxpayers transact and communicate with the IRS,” including payments and customer service, in addition to the legislatively mandated requirements related to filing • implement the required business systems including marketing and sales, product and service development, finance, administrative and operations management systems, by 2007

  5. From the ETA Refine the Vision Workshop: Refined Vision Statement • As the institution entrusted to help the taxpaying public understand and meet their tax responsibilities, the IRS will ease taxpayer burden by responding to different customer needs and providing customer choice. Through the use of IRS e-services, developed in collaboration with customers and value adding third parties, we will: • Foster the creation and marketing of easy to use electronic products and services, targeted at specific customer segments, which inform, educate and service the taxpaying public • Provide the taxpaying public the ability to easily, yet securely, conduct all of their interactions with the Service electronically • Provide electronic capabilities to all business, individual and other customers and their authorized representatives to manage their accounts with the IRS • On a continuous basis, electronically collect from and disseminate tax related information to payors, such as employers, and other tax authorities • By 2007 IRS e-services will enable the agency to exceed the Congressional mandate by electronically transacting with more than 80% of U.S. taxpayers while achieving 90% customer and employee satisfaction.

  6. CPA’s • EA’s • Volunteers • Other tax practitioners • ERO’s • Transmitters • Banks • Software Developers • States • Employers Value adding third parties Members Only Network Other Tax Authorities • W&I • SB/SE • L&MSB • TE/GE Open Telecommunications Network Customers Note: As long as there is someone who cannot access technology Payors From the ETA Refine the Vision Workshop: Refined Vision Conceptual Flow Future electronic tax administration capabilities, roles and relationships

  7. Next Steps for the ETA IPT • On August 17th, we will create a life-cycle view of the Concept, including an explicit release plan beginning in 2001 that considers but is not limited to ETA’s tentative list of RIS’s for 2001 filing season • Between August 17 and August 27, we will develop the Preliminary Business Case and communicate with and align stakeholders as appropriate • On August 27th we will deliver the Preliminary Business Case along with a draft SOW for the follow on task order (System Requirements and Design for the 2001 filing season) • On August 30, we will move to detailed requirements analysis, leading into design through the end of October

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