1 / 16

The FTA – IRS T actical A dvisory G roup

The FTA – IRS T actical A dvisory G roup. Tim Blevins MSATA Annual Meeting Aug. 22, 2006. What is the TAG?. Formed January 2003 by request of IRS Electronic Tax Administration (ETA)

tress
Download Presentation

The FTA – IRS T actical A dvisory G roup

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. The FTA – IRS Tactical Advisory Group Tim Blevins MSATA Annual Meeting Aug. 22, 2006

  2. What is the TAG? • Formed January 2003 by request of IRS Electronic Tax Administration (ETA) • IRS representatives from Wage & Investment, Small Business/Self Employed, Mission Assurance Security Services and Electronic Tax Administration with other resources as needed • Six states invited by FTA

  3. What is the TAG? • Original State members CA, NY, SC, MD, VA, IL • 2005 new states AZ, DE, KS • 2006 new states NM, PA, NC • 2007 new states MA, ID • Facilitated by IRS and FTA • 2006-07 Co-Chairs – Tim Blevins, KS and Peter Maser, IRS

  4. Who’s on it? • Key IRS representatives by function • State members to represent all states • Balance of size, geography • FTA facilitates communications • State members serve 2-year terms • A portion of the State members rotate off every year • Liaison with TIGERS for technology implementation

  5. TAG Charter • Coordinate tactical planning for e-initiatives between IRS and states • Improve communication and cooperation on priorities and strategies • Agree on cooperative methods • Produce/Facilitate outcomes

  6. 1120 FedState Corporate • Business requirements delivered • State interest mobilized • Deployment team formed • 2 states in production, 11 testing. • Technical work ongoing in TIGERS • TAG provides oversight

  7. Joint Marketing • Sharing research findings with states with goal of increasing efile. • Multilingual Initiative • IRS shared electronic IRS strategy • States shared Telefile strategies • FedState message included in IRS ads • Develop “best practices” -- States/IRS

  8. Fed/State EFTPS Payments • IRS/FMS desire to increase use of EFTPS • Possible synergy, especially with withholding payments – “one stop” for businesses • State issues are being resolved • Need for data with payments • Variations in formatting among states • Pilot effort: IRS, FMS, BofA, IL, & SC

  9. Monitor IRS Trends • Assess impact on states • Create state awareness • Ensure communication and coordination • Examples: • Consolidation of Extensions • Expansion of Third Party Data Store • Prisoner Fraud Detection

  10. Data Security Issues • Participation in Security Summit • Review of high-level policy • Determined need for Security Subgroup • State information security officers • Executive level IRS support • Six states plus TIGERS • Bi-weekly conference calls

  11. Data Security Issues • Update of Publication 1075 • Review of system-specific settings (“SCSEMs”) and self-audit tools • Security of IRS data in state data warehouses • Pilot strong authentication for MeF • Foreign nationals/background checks

  12. Information Returns • Receiving, storing and retrieving IR is common problem for IRS and states • Single Point W-2 proposal did not solve IRS issues • Exploration of “clearinghouse” concept similar to health industry medical records

  13. New Initiatives • Fed/State 1065/1040/FSET e-file • Fed/State ERO registration • Authentication and Signatures • Understand IRS Enterprise Architecture and its implications for the states • Compliance issues

  14. Join Us! • Three states will join TAG for 2008 • Three states will join TAG-SS for 2008 • Opportunity for other states to participate in TAG Subcommittees • Executive level participation in setting direction for Fed/State e-initiatives • Three face meetings per year • New members welcomed at September 2006 face meeting

  15. Join Us! • If your state is interested, please contact Jonathan Lyon, FTA • Jonathan.Lyon@taxadmin.org • Phone 202-624-5894

  16. QUESTIONS?Tim Blevins, Kansas DORtrb@kdor.state.ks.us(785)296-5041Peter MaserInternal Revenue Servicepeter.e.maser@irs.gov202.283.2731

More Related