2-D Barcode Project 2-D Barcode Project Individual Income Tax Individual Income Tax

ReturnReturn

Presented by Ken KerberPresented by Ken Kerber Kkerber@Revenue.State.IL.USKkerber@Revenue.State.IL.US

Illinois Department of Revenue

Glen L. Bower, Director

Illinois Department of Revenue

Glen L. Bower, Director

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2-D Barcode Project2-D Barcode Project

Implemented January 2000Implemented January 2000

Software must be approved by Illinois Software must be approved by Illinois Department of RevenueDepartment of Revenue

Important to follow 2-D guidelines and Important to follow 2-D guidelines and standardsstandards

Anticipated volume First Year : 250,000 Anticipated volume First Year : 250,000 returnsreturns

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ObjectivesObjectives

Process Returns Process Returns fasterfaster

Reduce data entry Reduce data entry errorserrors

Capture more dataCapture more data

Reduce processing Reduce processing steps steps

Reduce Processing Reduce Processing CostCost

Speed up visibility on Speed up visibility on the systemthe system

Issue Refunds FasterIssue Refunds Faster

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Illinois Approach Illinois Approach

Develop 2D Develop 2D Specifications Specifications document IL-1351 document IL-1351

Develop 2D Test Case Develop 2D Test Case Document IL-1352Document IL-1352

Utilized a dynamic, Utilized a dynamic, variable approach to variable approach to barcode content barcode content

Barcode only contains Barcode only contains the documents that the documents that are present (I.e. if only are present (I.e. if only 2 W-2’s needed, 2 W-2’s needed, barcode continues barcode continues ONLY 2 W-2’s. ONLY 2 W-2’s.

Each form & schedule Each form & schedule has a form identifier has a form identifier as the first fieldas the first field

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Illinois Approach Illinois Approach

Developed scanning process Developed scanning process in-housein-house

Developed with Visual BasicDeveloped with Visual Basic

Integrated into our Electronic Filing Integrated into our Electronic Filing systemsystem

Purchased 12 barcode scanners Purchased 12 barcode scanners

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Issues Issues

Study the process setup and test to Study the process setup and test to maximize speed in capturemaximize speed in capture

Acquire the correct equipmentAcquire the correct equipment

Consider document preparation Consider document preparation time prior to scanningtime prior to scanning

Ensure you have established Ensure you have established efficient payment handlingefficient payment handling

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CostCost

12 Scanners & cables $20,217.25

12 Scanner Stands $960.00

DLL Software License $3,500.00

Temps (2 for 15 weeks) $9,585.00

Total Cost $34,262.25

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Savings Savings

Returns Scanned as of 08/02/2000(average “keystrokes” of data – 377per return)

238,450

Average Key Strokes data entered perreturn (based on a paper return) 130

Total Keystrokes 30,998,500

Savings at $1.64 per 1,000 keystrokes $50,837.54

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Net Savings Net Savings

Total Cost $34,262.25

Total Savings $50,837.54

First Year Net Savings $16,575.29

Illinois 2-D Barcode Illinois 2-D Barcode SystemSystem

System Screen Designs System Screen Designs

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Step 1 - Initial Login Screen

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Step 2 - Batch Setup Screen

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Step 3 - Scan Document Locator Number

(1 dimensional barcode)

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Step 4 - Scan 2D Barcode

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Step 5. Good Scan -

Correct number of fields per form or schedule

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Step - 6 - Batch completed, close batch

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FutureFuture

Modify the 2D Specifications Modify the 2D Specifications Document based on FTA Document based on FTA Standards recommendationsStandards recommendations

Discussing additional Discussing additional processes, such as imaging processes, such as imaging and scanning from the and scanning from the imageimage

Discussing additional Discussing additional returns, such as Sales Tax returns, such as Sales Tax or Business Income Taxor Business Income Tax

Changing to accommodate Changing to accommodate law changed for 2001law changed for 2001

Including additional Including additional credits : Earned Income credits : Earned Income and Tuition Tax and Tuition Tax

Include Direct Deposit Include Direct Deposit optionoption

Expand availability to all Expand availability to all tax practitionerstax practitioners

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QUESTIONS ? QUESTIONS ?

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Contact UsContact UsElectronic Commerce Section

Account Processing Division

Information Services

Illinois Department of Revenue

101 W Jefferson MC 1-139

Springfield, IL. 62706

Phone (217) 785-2971 Fax (217) 524-2552

Tpantier@Revenue.state.il.us

www.revenue.state.il.us

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Thank YouThank You