1. CA-2 State Webinar October 19, 2017
Tax Year 2017
Susan Millsap
CA-2 State Coordinator

2. Agenda September 28, 2017 Web Postings SMT Members
Regional Meeting Breakout
District Input to topics for Monday and/or Tuesday State Meetings

3. CA2 Web September 28 Meeting Material
Link to Portal Guide with changes- provided by Bob Francis
New Policy and Procedures Manual
October 19 Regional Meeting presentations by National Team

4. CA-2 State Webinar October 19, 2017
Tax Year 2017
Suvarna Joglekar
CA-2 Administration Specialist

5. CA-2 State Webinar October 19, 2017
Tax Year 2017
Edison Paw
CA2 Technology Specialist

6. CA-2 State Webinar October 19, 2017
Tax Year 2017
Ashok Desai
CA2 Prospective Volunteer Specialist

7. Regional Breakout-Jerry’s observations During Site Visits
Almost Always
Little to absolutely no use of C
Not asking about additional income
Not looking for Scope issues before starting return
Frequently
Not empathetically engaging with Taxpayer
Long waits for service
Not going over return with Taxpayer
Not emphasizing return is Taxpayer responsibility
Not looking at prior year return for possible missing items
Occasionally
Taxpayer not present during QR
Demanding original Social security card
No wrap up – emphasizing action  

9. High Income Taxpayers What should we do about high income taxpayers?
Letter to be prepared and signed by SC
  And what is “high income”
More dependent on Scope and complexity
Complete return and give letter

10. Possible Letter to High Income Taxpayers
Dear Taxpayer,
We’re happy that you have had the opportunity today to have your taxes prepared by the volunteers of AARP Tax-Aide.
As you probably know, Tax-Aide’s mission is to provide high quality free income tax preparation to low- and moderate-income taxpayers, with special attention to those age 60 and older. The average income of those we serve in this area is approximately $29,000.
While we don’t have an income cap, there are many low income seniors in this area that we must turn away because we simply do not have enough volunteers to meet the demand. We have noticed that your income is substantially above our average, and it is likely that you have the resources to afford a paid preparer. While we will welcome you back next year, we do ask that you consider the needs of those that cannot afford paid preparation and, if your income remains at this level, to consider using a paid preparer instead so that space can be freed up to accommodate others.
Thank you

11. Shut-ins What should we do about shut- ins?
Jerry will cover at meeting but we all agreed it is not a good idea for the reasons we discussed before.

12. Walk-Ins
Walk-ins are more efficient than appointments, but also force elderly (and other) taxpayers to wait a long time.  Should we go to an appointment system?  And is it fair to open appointments the first day of the tax season, so they can be all taken by the first week?

13. Regional Website How should our Region share information?
Intended audience the SCs and Regional Team

14. Video Library
I really like the idea of building a library of training videos on topics like taxpayer interviewing. 
Would be Minutes
Al Brill is friends with a recording studio
Agreed that would be good. Jerry will expand on this.

15. Foreign Accounts
Do we see enough taxpayers with foreign accounts that we need to check?  Or would we not know?
Main worry is we don’t actually ask the right questions on this

16. Computers
Each Split State should receive approximately 30 of the new computers
Will be replacements
Priority those computers that are not Windows 10 compatible
Were used last season

17. Program Funding IRS Grants-60% AARP Foundation-remainder
Donated Funds-$14K
$6K CA2 to date
Use for advertising and recognition

18. Regional Coordinator Pacific Region
Regional (R10) Decisions-Jerry will expand at meeting
Public wifi
WISP routers
File / Printer Sharing – vs wireless printing - OK
Windows 10 – try to accelerate upgrade this year
Taxpayers with Foreign accounts over $10k
Amendments
Complete Tax return must go with any 8879 that leaves site
May say “DRAFT”

19. Pacific Region Regional (R10) 2017 Goals Build Confidence in TaxSlayer
Leader succession
Volunteer retention / satisfaction
Build bridges with VITA and local agencies
Build recruiting pipeline with National organizations and IRS
Weekend and evening sites

20. SMT Vacancies TRS position is still vacant
PCS position is still vacant
DC Humboldt-Del Norte
DC Solano
DC Lake-under Mendocino now

21. CA2 Goals for
Please send me your ideas on what these should be. We will discuss during next weeks meeting.

22. CA-2 State Webinar September 28, 2017
District Coordinators

23. CA2 Status and Meetings Staffing for Next Season
How is it going
State Meeting October 23
TC Meeting October 24
Next Webinar October 26
Recap of State Meeting