CERCA:CERCA: Healthcare Working GroupHealthcare Working Group

Fall MeetingOctober 12, 2011

Healthcare Working Group:Healthcare Working Group:

BackgroundBackground The Patient Protection and Affordable Care Act (ACA) calls for the IRS to

implement and administer a large number of provisions

ACA established the need for most legal residents of the United States to obtain health insurance.

Implementation will impact critical IRS systems including:◦ Submissions processing, account management, document matching, notice

generation, and multiple compliance programs. ◦ Establishment of significant new processes ◦ Development of new technology solutions

The ACA will also have a significant impact on external stakeholders:◦ Tax preparers◦ Taxpayers◦ Software developers◦ Education providers

Healthcare Working Group:Healthcare Working Group:

PurposePurpose

Facilitates information sharing between CERCA members and the IRS

Address primarily from an IRS perspective, while considering inter-agency interoperability (e.g., HHS, SSA, and States), and other stakeholders

HCWG will support IRS to meet their objectives to efficiently implement and administer ACA knowing it will have a significant impact on electronic tax administration

Healthcare Working Group:Healthcare Working Group:

How we will OperateHow we will Operate Gather, analyze and understand available information on IRS

implementation

Analyze IRS progress and determine its impact on the tax ecosystem.

Facilitate dissemination of information via CERCA channels

Work with IRS officials on ACA topics, proposed by HCWG members or the IRS

Act as a sounding board for the IRS

Provide feedback to the IRS, as appropriate

Healthcare Working Group:Healthcare Working Group:Identified Areas of Possible FocusIdentified Areas of Possible Focus

Stakeholder Analysis (Roles, Risks, Impacts)Interagency DependenciesDevelopment of Technology InfrastructureDefining StandardsSecurity & Privacy in ACA ImplementationsTax Gap, Threats and ImplicationsComplexity of ComplianceOwnership by the taxpayersFraud, Threats and PreventionConsistent Interfaces

Healthcare Working Group:Healthcare Working Group:

ProgressProgress Charter approved by the CERCA Board in

March of 2011

Originally chaired by Jerry Anderson of CSC

Has met four times in DC since the beginning of 2011

Lauretta Brown of Capgemini, and Kerri Gibson of CCH, have been appointed as co-chairs of the CERCA Health Care

Healthcare Working Group:Healthcare Working Group:

Highlights of ProgressHighlights of Progress IRS ACA leadership participated in the August 2011

Meeting ◦ Confirmed Charter and Goals of HCWG◦ They are looking for our assistance◦ They still have many unanswered questions◦ They will seek our input on specific topics

IRS ACA leadership met with CERCA Board and HCWG co-chairs at the September 2011 board meeting to specifically address the Small Business Health Care Tax Credit

Finalizing Stakeholder Analysis

Key StakeholdersKey Stakeholders

The reaching impact of ACA is very broad; the HCWG has identified the following key stakeholder categories that by focusing on we can provide value to the industry and the IRS

IRSTax preparersTaxpayersSoftware developersEducation providers

Key Stakeholders:Key Stakeholders:

IRSIRSShort-term needs Long-term needs

IRS

Key Stakeholders:Key Stakeholders:

Tax preparersTax preparersShort-term needs Long-term needs

Tax preparers

Key Stakeholders:Key Stakeholders:

TaxpayersTaxpayersShort-term needs Long-term needs

Taxpayers

Key Stakeholders:Key Stakeholders:

Software DevelopersSoftware DevelopersShort-term needs Long-term needs

Software Developers

Key Stakeholders:Key Stakeholders:

Education providersEducation providersShort-term needs Long-term needs

Education Providers

Healthcare Working Group:Healthcare Working Group:Proposed SolutionsProposed Solutions

Information: Create one go-to destination

Education: Provide multiple channels of education to reach different stakeholders

Tools: Create calculators (FTE, estimator calculators)