1. 2-D Bar Coding
Indiana use of 2-D Bar Coding in 1999 filing season with market partners
Results positive - utility proven in tax return processing
Indiana received 130,794 returns in first year
Faster/more accurate processing
Plan to offer more rapid refunds for 2-D filers

2. Additional Agencies Intend to Employ in 2000
Alabama
Delaware
Illinois
Rhode Island
Possibly others

3. Making It Work
Mutual interest in ensuring that 2-D technology is implemented √ consistently across states, and √ with greatest degree of "fit" with current business processing flows

4. Focus on Personal Income Tax
2-D applicable to many tax types
Current focus on implementing personal income tax
As needs justify other tax areas may be addressed

5. Continued Effort Anticipated
Employ experience gained to date and during the upcoming filing season
Additional discussions going forward on 2-D standards/practices
Address any new issues surrounding use

6. Standards Development - Process
Initially involve states committing to go forward with 2-D in 2000
Work with NACTP leadership, Indiana DOR partners, and committed states
Understand issues and success drivers in a 2-D implementation
Document standards/practices and reach agreement
Create ongoing process/partnership to assist growth

7. FTA Role
Convene discussions on 2-D technical standards and business practices as appropriate for tax return processing by agency association members
Work with NACTP on education and promotion of their use
Once developed, work to maintain standards with those states and partners desiring to employ such technology via regular communications

8. NACTP Role
Solicit member views and provide feedback on proposals for 2-D standards, and document preferred standards and practices via the Web and otherwise to the market as a whole
Work with FTA on education and promotion of their use
Once developed, work to maintain standards with those association members desiring to employ such technology via regular communications

9. State Role
Adopt 2-D standards as recommended by FTA and NACTP and actively endorse and accept uniform approaches to implementation in work with all 3rd parties, including process integration consultants

10. 2-D Vendor Role
Support tax industry providers and the state agencies (and their contractors) on symbology technology and standards matters and front-end and back-end process integration, and generally support the 2-D tax filing market supply chain

11. Process Integrator Role
Assist in developing standards by providing experience, and encourage observance in work with state clients.

12. Standards – Key Areas Data Layout/Format Forms Design
Testing/Approval processes
Documentation
Support Organizations

13. Standards - Progress
Development timeframe for Tax Year 1999 filing season: √ July 15-16, initial 2-D standards meeting √ Week of July 19th - 2-D Subgroup conference call √ Week of July 26th - release of Draft documentation of meeting √ August 9 - preliminary input on Draft due √ Week of August 9th - 2-D Subgroup conference call to discuss Draft recommendations √ August 16 - joint informational presentation at FTA Technology Conference by state and NACTP representatives (Nashville, TN)

14. Standards – Progress
August 19 - joint informational presentation at NACTP Conference by FTA and Symbol representatives
Week of August 30th - 2-D Subgroup conference call to revise/adjust Draft recommendations – decisions on form/format
Week of September 6th or 13th – joint publication by FTA and NACTP of Tax Year 1999 recommendations final document - 2-D Standards Release
Week of October 11 - possible NACTP meeting featuring 2-D session as checkpoint on progress

15. Conclusion – Continuing Cooperation Needed
From state agencies
From market providers: √ tax filing √ symbology √ process integration
FTA & NACTP standards support will work – if supported by association members

16. Contact 2-D Subgroup List in Handout
Jonathan R. Lyon Federation of Tax Administrators
Internet:
Ste. 348, 444 N. Capitol St. NW Washington DC PH FAX
Web Site: