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PA Department of RevenuePA Department of Revenue

2008 FTA e-file Symposium2008 FTA e-file Symposium

PA Department of RevenuePA Department of Revenue

In the beginningIn the beginning……

• Program went live in 2000

• Simple returns/similar to TeleFile

• PIN required

• No first-time filers

• Residents Only

• Field Office tool

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PA Department of RevenuePA Department of Revenue

TodayToday’’s Programs Program……

• Expanded over tax seasons

• Responded to user complaints

• More types of income allowed

• First time filers/Non and PYresidents

• PIN use discontinued

PA Department of RevenuePA Department of Revenue

Authentication MethodsAuthentication Methods

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PA Department of RevenuePA Department of Revenue

Customer ServiceCustomer Service• Online Instructions

• Online Customer Service Center

–Commonly Asked Questions

–Option to e-mail the Department

• Telephone unit separate fromTaxpayer Service Center

PA Department of RevenuePA Department of Revenue

GrowthGrowth

0

50000

100000

150000

200000

250000

300000

350000

400000

1999 2000 2001 2002 2003 2004 2005 2006 2007

Tax Year

Nu

mb

er o

f R

etu

rn

s F

ile

d

4

PA Department of RevenuePA Department of Revenue

100%5,751,699Total

51%2,959,255Paper

7%393,829TeleFile

36%2,098,063e-file

5%300,552Direct

% FiledNumber ofReturns FiledTY 2005

100%5,907,166Total

49%2,881,379Paper

6%341,737TeleFile

40%2,356,852e-file

6%327,198Direct

% ofTotal

FilingsNumber ofReturns FiledTY 2006

100%6,135,950Total

47%2,906,809Paper

5%302,070TeleFile

42%2,573,404e-file

6%353,667Direct

% of TotalFilings

Number of ReturnsFiledTY 2007

PA Department of RevenuePA Department of Revenue

Processing CostsProcessing Costs

$ 5.34

$ 5.15

$ 4.69

PAPER

PER RTN

SAVINGS

$ 2.60$ 2.74FY 2006/2007

$ 2.28$ 2.87FY 2005/2006

$ 1.63$ 3.06FY 2004/2005

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PA Department of RevenuePA Department of Revenue

Things to ConsiderThings to Consider

• Expansion can be costly but is key

• Use as a tool for Field Offices

• Eliminate the use of Departmentassigned PIN

– Unless taxpayers can obtain fromthe web site

• Listen to customer needs and wants

• Financial/Personnel commitment

PA Department of RevenuePA Department of Revenue

QUESTIONS?

Meggan SwisherPA Department of RevenueBureau of Individual Taxes

mswisher@state.pa.us(717) 787-8346

www.revenue.state.pa.uswww.revenue.state.pa.us