1. 2018 State Meetings 2017TY Results Regional Budget Operation
Expanded Intake Sheet for Tax-Aide

2. 2017 TY Results Another Great Job
1.58 MM Federal and 1.28 MM States Returns
3.1% Increase Nationally and 3.6%* in Western Region
TX-3 and NM1 IRS Recognition – 2/3 National
93.34% Quality Measurement = Improvement Opportunity Lies in QR

3. Western Regional Budget
Portion Delegated to Each SC
Portion Held Back by RC to Cover Contingencies
Covers State Meetings for Leaders and Instructors
Also Covers Marketing and Other Local Needs
Certain Codes Require Pre-Approval by RC
Approved Mis-Codings Will Not be Reversed
No Mixing of Regional/National Funds on Same Exp. Acct.

4. Budget Coding Details
Use “Position-Regional Funds” for Appropriate Items
Use “M” for This Meeting
Use “W” for State Instructor Meeting
Use “RF-Z for Other Expenses Which Require Pre-Approval by RC
RC Will Confer with SC Before Pre-Approval
For Other Meetings Use “Position-Federal Grants” and Code “B”
Submit Expenses Before Year End

5. RF-Z Allowable Expenses
Computer Hardware/Bags/Printers
Projectors
Shredders
Marketing
Volunteer Recognition

6. Z Expense Examples Paid by National
Expendable Items Such as Paper
Power Strips/Cables
Routers/Flash Drive in Limited Numbers
Batteries
Submitted by Leaders

7. Defer Questions/Comments Until End

8. Why Expanded Intake Sheet
Foundation Goal of Reducing Senior Poverty
LI50+
Increase Savings Rate
60% of Tax-Aide clients are LI50+
Proven Change Managers
Mandated for us to Receive Funding
First Step: Pilots including TX-1 to Determine WTFH

9. What: Intake Sheet Additional Questions and Consents on Intake Forms
Questions Geared Toward Savings Information
Questions Must be Answered by All Taxpayers*
Need for Consistent Questions
Questions Pushed Down by Relational EFINs
Answers Aggregated Up by Relational EFINS
Data Seen Only by 2 Tax-Aide Staff and Sent to Foundation

10. Consents
Global Carryover Allows TP to Move Sites W/O Losing Carryover (IRS Form) = 1 = Form 1580
No Impact on TY2017: Effects TY2018
Info on Foundation Programs Allows TP to Learn About Initiatives that May Help Them = 3 = Provide with Additional Information
No Impact on Any Tax Year

11. Consents Continued
Consent to Aggregate Answers to Questions (TS Legal Document) =2 = Disclose to VITA Regional Offices
Can Not E-File if 2 is Not Signed
2 = TaxSlayer Lawyer Language Difficulty
Consents Returned to TP in Booklet and TS Printed Document
Consents Require Two Signatures for MFJ Return
Info Sheets for Counselor and TP on Portal

12. Your Role in Managing Change
Communication Strategy
Role and Process Design
Encouragement
Training
Listening To Venting and Concerns
Reinforcement During Implementation
Course Corrections

13. Risks to Manage From LI50+
Reduction in E-Files: VITA Experience/Trust Factor
Reduction in Number of Returns: Accepted Risk
Impact on Volunteer Morale
Attrition of Volunteers
Role Expansion for Client Facilitators ?
Taxpayer Confusion/Dissatisfaction

14. Question/Comment Time