TAX-AIDE SC Report on TY13 and What’s to Come Instructor Workshop –

TAX-AIDE HOW DID WE DO? ● Our volunteers prepared 52,063 federal returns. Placed 2 nd of 71 sub-states ● Helped 90,660 people, #1 in nation ● Saved taxpayers over $13 million in preparer fees ● Enriched AZ economy by $37.9 million ● Total EITC $7.3 million Instructor Workshop –

TAX-AIDE Change in District Alignments ● D-11 South Phoenix has been added to D-5 Phoenix with Frank Lynott as DC ● D-15 has been dissolved ● Quartzite is now part of D-1 ● Lake Havasu is now part of D-2 ● Jack Brock served D-15 for 29 yrs Instructor Workshop –

TAX-AIDE What’s New? ● We can now prepare Federal & AZ Tax Returns for ALL Legally Married Couples! ● AZ will be participating in a Pilot program to prepare ‘other’ state returns along with Florida and Texas. More to come… ● A new plastic-coated Tax Prep Resource tool for ACA is on its way to all volunteers Instructor Workshop –

TAX-AIDE Best Practice Reminder: Bank Verification Process ● Counselors should ask any taxpayer who wants their refund direct deposited into an account to provide proof of their account in the form of a pre-printed check showing the bank routing and account number ● Taxpayers who do not have a check should be encouraged to go to their bank to obtain a check or letter of account verification ● OR Instructor Workshop –

TAX-AIDE Best Practice Reminder: Bank Verification Process (Cont) ● If the taxpayer is unable or unwilling to produce account verification, then it is acceptable to put the non-verified account information on the return, provided that the counselor 1) advises the taxpayer that without verification the account information provided will be put on the return at their own risk, such that if the funds do not arrive in their account that there will be no way to trace or replace the funds and 2) have the taxpayer write their initials next to the account information on the printed return. The initials will serve as indication that they have been warned that the account information has not been verified in the event that the funds are mis-directed as a result of the information provided by the taxpayer Instructor Workshop –

TAX-AIDE 2015 Tax-Aide Critical Areas of Focus Quality - 94%Accuracy as determine by IRS Return Reviews % Policies & Procedures instruction at Counselor Training % explanation about their return and accuracy responsibility to the taxpayer Security – No computers in the program with an XP operating system TWO usage to 95% Growth - Total People Served - 0% growth (Fed returns plus Q&A, MFJ & state returns only) Instructor Workshop –

TAX-AIDE THANK YOU! Your leadership makes this program work. It takes a lot of hours and effort to provide the service that we offer for Arizona taxpayers. On their behalf and that of our National staff, we thank you. Instructor Workshop –