Federation of Tax Administrators Annual Technology Conference August 17, 1999

1. Federation of Tax Administrators Annual Technology Conference August 17, 1999

2. Agenda • Project Overview • Successes • Challenges • Lessons Learned • Expansion Plans • Keys to Future Success

3. Quicken Tax Freedom Project • Intuit donating Web-based tax preparation and e-file services to lower income taxpayers. • Eligibility: annual AGI of $20,000 or less • Over 50 million taxpayers eligible • 43% of taxpaying population. • No charge to taxpayer or government

4. Quicken Tax Freedom Project • Following Intuit services donated to eligible taxpayers via WebTurboTax: • Electronic preparation federal and state returns • Simple to complex returns • 1040, 1040A, 1040EZ • Supporting forms and schedules • Electronic filing for federal returns and 30 states • Taxpayer may also print return

5. Intuit Program Goals • Intuit Operating Value: We Care and Give Back • Help revenue agencies meet e-file goals • IRS Congressional goal of 80% e-file by 2007 • Similar states goals • Public Sector relies on Private Sector core competencies • Ensure continued technical innovation and advancement of preparation and filing services, • Reducing taxpayer costs and burdens

6. Major Challenges to Success • Awareness of the program • Public education that e-file is endorsed by government • E-file simplicity and benefits • WebTurboTax authorized e-file provider • Ready public availability of Internet access

7. Lessons Learned • QTFP volume strong as % of total Internet tax preparation volume • But can be significantly higher • Promotion and public education key to participation • Continued aggressive growth in public Internet access is key enabler

8. First Year Successes • Over 86,000 federal returns prepared • Over 70,000 federal returns e-filed • Over 57,000 state returns prepared • Over 35,000 state returns e-filed • Media coverage received in 1,604 outlets • AP Photo, broadcast news, print, and radio • 95% positive coverage, remainder neutral • Over 33 million impressions nationwide

9. Expansion Plans for 1999 • Lower income filers with AGI $20,000 or less • Federal and 45 individual income tax states • Utilizing WebTurboTax services • Plus EZ filers!! • Federal and 39 e-file states • New streamlined Web based service • Fast, simple, easy, and quick • Over 55 million taxpayers eligible

10. Keys to Future Success • Public Awareness & Education Campaigns • Recommend Public-Private Partnership • Revenue agencies promoting any and all no-charge preparation and e-file services • Targeted agency public service and paid advertising • Web site • Tax booklet • Welfare checks • Public service messaging on bus stops

11. Keys to Future Success • Focus of messages • Benefits of electronically preparing and e-filing a return • Emphasizing no-charge services available • Reference all providers of such electronic tax preparation and e-filing services

12. Keys to Future Success • Executive level commitment within agencies to promote these services • Philanthropic character of QTFP and similar Private Sector programs can help Public-Private Partnership • Public Sector objectives met at no cost to government or taxpayer • Continued efforts to increase public access to the Internet