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Survey Results: State Tax Form Automation Trends

This comprehensive survey from December 1998 analyzes the automation and processing methods of state tax forms, including software developer approval processes, equipment and technology usage, and printing and mailing practices. Discover key insights and trends in state tax form processing.

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Survey Results: State Tax Form Automation Trends

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  1. Forms Automation Processing Survey December 1998

  2. tates Participating in Survey

  3. Part One: General Questions

  4. 17 States Responding

  5. 17 States Responding

  6. Effect on Number of Employees 14 States Responding

  7. Taxpayer Education Efforts NO YES 19 States Responding

  8. Part Two: Software Developer Approval Process

  9. Method of Approving Software Developers 24 States Responding

  10. Tax Form Requirements for Reproduction 24 States Responding

  11. Tax Forms Permitted to be Reproduced 24 States Responding

  12. Required Approvals For New Editions Approval Required No Approval Required

  13. Number of Employees Authorized to Approve Substitute Tax Forms 5-6 1-2 3-4 25 States Responding

  14. Recognition of Approved Software Developers

  15. Defining Software Developer Forms 14 States Responding

  16. YES NO

  17. 22 States Responding

  18. Part Three: Equipment and Technology

  19. 17 States Responding

  20. 13 States Responding

  21. Use of 2-D Barcode

  22. 22 States Responding

  23. 24 States Responding

  24. 25 States Responding

  25. EDI Telefile FDI Fax W-2 ELF Internet Filing Barcode for Notices CD-ROM File IVR E-mail Attachments PC Filing Imaging Electronic Liens Types of Technology Planned

  26. Part Four: Printing and Mailing Tax Forms

  27. Both External 26 States Responding

  28. Frequency of Address Updates

  29. All States Responding to Survey Send Envelopes or Labels With Some Tax Forms.

  30. Conclusion: • Shift in Technology to 2-D barcode and Form ID • Implementation of Automated Processing Results in employee cost savings • Most states gradually add tax types to automated equipment

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