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Spring 2011 CERCA Conference

Spring 2011 CERCA Conference. Helen Pelersi, Director Office of Processing & Taxpayer Services May 26, 2011. 5/26/2011 Slide 1. 5/26/2011 Slide 2. 5/26/2011 Slide 3. 5/26/2011 Slide 4. 2010/2011 Efile Initiatives. “Opt-out” removed Legislation effective 1/1/2011

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Spring 2011 CERCA Conference

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  1. Spring 2011 CERCA Conference Helen Pelersi, Director Office of Processing & Taxpayer Services May 26, 2011 5/26/2011 Slide 1

  2. 5/26/2011 Slide 2

  3. 5/26/2011 Slide 3

  4. 5/26/2011 Slide 4

  5. 2010/2011 Efile Initiatives • “Opt-out” removed • Legislation effective 1/1/2011 • Failing to efile based on the client’s request no longer accepted as “reasonable cause” • No Separate Fee for NYS efiling • Legislation effective 1/1/2011 • Software developers/tax practitioners are prohibited from charging a separate fee for filing a return electronically. • Penalties • $500 per return-first occurrence • $1,000 per return-each subsequent occurrence 5/26/2011 Slide 5

  6. Billing non-compliant tax preparer’s $50 per Corporation Tax return for failure to comply with mandate • Sept 2010 notified over 400 practitioners via “soft” letter and requested copies of “Opt-out” forms • December 2010 began billing non-responsive practitioners • January-March 2011: Continued to bill tax preparers $50 per return for the paper returns that were eligible for efiling 5/26/2011 Slide 6

  7. Corporation Tax Payment Voucher as alternative payment method for efiled Corporation Tax Returns • 40% of practitioners surveyed indicated electronically paying was the major obstacle to efiling • January-March 31st, 2011 Payment Distribution • ACH Debit • ACH Credit • CT Voucher 5/26/2011 Slide 7

  8. Mandating Quarterly Sales Tax Vendors to Web-File ( June 2011 ) • DTF hosts Website for Sales Tax Filing • ACH Debit payment with option to schedule payments • PIN Letters 5/26/2011 Slide 8

  9. Efile Changes for 2012 Processing Year • Change in threshold for Preparer Mandate • Effective 2012:5 or more original software prepared documents in 2011 for mandated taxes • Effective 2007:100 or more original software prepared documents in 2006 • Penalty: $50 per return • Potential Individual Taxpayer Mandate (January 2012-December 2012) • $25 penalty for each individual taxpayer who files a paper return using software for an eligible efile return • IF • NYS fails to achieve 85% PIT E-file penetration rate by August 31, 2011 5/26/2011 Slide 9

  10. Other Program Changes for Processing Years 2011/2012 • Debit Cards for Personal Income Tax Refunds (January 2012) • Bank of America awarded the bid • Currently in contract negotiations • Choices for taxpayer • Direct Deposit • Debit Card • Eliminate IT-150 (short-form) 5/26/2011 Slide 10

  11. Use of Email • Invitation to taxpayer to communicate with Department via email • Filing reminders, non statutory notices • Recent legislative allowing email for statutory notices (Bills) • Starting with Sales Tax Vendors 5/26/2011 Slide 11

  12. Account View • Revamped Website to have a taxpayer “Account View” • Message Center • Bills 5/26/2011 Slide 12

  13. Filings • Personal Information 5/26/2011 Slide 13

  14. Respond to Department Notice (RTDN) • Website to answer questions, attach PDF’s and create narrative to protest a bill, respond to notice asking for additional information, etc • Automatically routed to correct work list for resolution • Working on System Intelligence to systematically resolve intervention and to email back resolution to taxpayer 5/26/2011 Slide 14

  15. F-SET Adoption for Withholding and Wage Reporting • Analysis phase • Changing PIT Providers 2013 • Currently negotiating with 3rd party processor • In-house Processing for Corporation Tax 2013 • Coversheet for paper returns starting January 2012 • Due date for IT-204 LLC changed to 60 days from the end of the year to 30 days 5/26/2011 Slide 15

  16. Questions? Helen Pelersi, Director NYS Department of Taxation & Finance Office of Processing & Taxpayer Services Building 8, Room 557 W.A. Harriman Campus Albany NY 12227 Email: Helen_Pelersi@tax.ny.gov Phone: (518) 591-1944 5/26/2011 Slide 16

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