Virginia Department of Taxation Partnership with Libraries

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Virginia Department of Taxation Partnership with
Libraries

• Electronic Filing Seminars

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Vision

• Virginias Public Libraries are in a unique
  position to Help TAX educate Virginia taxpayers
  about how to file their tax returns electronically

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Goal

• Our Goal is to partner with the Libraries to
  increase taxpayer electronic filing

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Objectives

• Provide taxpayer education
• Increase electronic filing
• Eliminate waste

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2005 RETURNS

• 2,700,000 - the number of paper returns
  circulated in 2006
• 387,000 - the number of plain paper returns
  actually filed

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2005 Returns
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2005 Forms Compared to Returns
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How Did We Get Here?

• Historically, both IRS and TAX have distributed
  paper forms to Libraries in order to effectively
  reach customers

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• The increase in available technology offers cost
  savings, convenience and more accuracy for
  taxpayers
• The number of forms distributed has not decreased
  until now

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Where are we going?

• TAX will no longer provide forms to Libraries

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• TAX will continue to make returns available on
  our website
• Each Taxpayer who files a paper return will
  receive a paper return and instruction packet
  through the USPS
• Returns will be available at local Commissioner
  of Revenue and Tax Administration offices
• Taxpayers can request a return from the Forms
  Unit

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Educating the Public

• The key to increased electronic filing is public
  awareness of
• Ease
• Safety
• Speed

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• TAX will provide free training where Libraries
  will provide space and advertising in the normal
  course of their business (signs, web pages)
• TAX will advertise the Library training on our
  Website

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• TAX will feature the Library Partnership in the
  annual Letter from the Tax Commissioner
• First page of the 760 Instruction packet

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EVERY Library will receive

• Foamcore Display Board that holds bookmarks
• Bookmarks
• Package X

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Libraries That Used to Distribute Forms

• Instead of Tax returns, we will provide one copy
  of laminated
• 760 tax return
• 760 Instructions
• Schedules CR and ADJ
• Schedule CR Instructions

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What do we hope to accomplish?

• We hope to significantly increase electronic
  filing
• Increase benefits resulting from the accuracy of
  electronic returns
• Taxpayers will get their refunds faster using
  electronic filing

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• Adopting all of these strategies will save the
  Commonwealth the costs of paper and shipping

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What are we asking from you?

• Will your Library host an electronic filing
  seminar?
• January 20 April 30, 2007

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• One to Two hour presentation
• You select the dates and times
• You give us meeting room details such as
  participant capacity, electrical outlets,
  internet access, white board, projector
• TAX will handle logistics

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• E-mail your information by November 13
• libraryseminars_at_tax.virginia.gov
• TAX will confirm schedule

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• Promote the seminar where you promote Library
  events
• TAX will provide advertising information

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REMINDER

• E-mail your information by November 13
• Libraryseminars_at_tax.virginia.gov
• TAX will confirm schedule

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E-mail listserv

• If you are not on our listserv
• e-mail libraryseminars_at_tax.virginia.gov
• Sign up in the lobby