1. 2-D Barcode Project Individual Income Tax Return Presented by Ken Kerber Kkerber@Revenue.State.IL.US Illinois Department of Revenue Glen L. Bower, Director Illinois Department of Revenue Glen L. Bower, Director

2. 2 2-D Barcode Project b Implemented January 2000 b Software must be approved by Illinois Department of Revenue b Important to follow 2-D guidelines and standards b Anticipated volume First Year : 250,000 returns

3. 3 Objectives b Process Returns faster b Reduce data entry errors b Capture more data b Reduce processing steps b Reduce Processing Cost b Speed up visibility on the system b Issue Refunds Faster

4. 4 Illinois Approach b Develop 2D Specifications document IL-1351 b Develop 2D Test Case Document IL-1352 b Utilized a dynamic, variable approach to barcode content b Barcode only contains the documents that are present (I.e. if only 2 W-2’s needed, barcode continues ONLY 2 W-2’s. b Each form & schedule has a form identifier as the first field

5. 5 Illinois Approach b Developed scanning process in-house b Developed with Visual Basic b Integrated into our Electronic Filing system b Purchased 12 barcode scanners

6. 6 Issues b Study the process setup and test to maximize speed in capture b Acquire the correct equipment b Consider document preparation time prior to scanning b Ensure you have established efficient payment handling

7. 7 Cost

8. 8 Savings

9. 9 Net Savings

10. Illinois 2-D Barcode System System Screen Designs

11. 11 Step 1 - Initial Login Screen

12. 12 Step 2 - Batch Setup Screen

13. 13 Step 3 - Scan Document Locator Number (1 dimensional barcode)

14. 14 Step 4 - Scan 2D Barcode

15. 15 Step 5. Good Scan - Correct number of fields per form or schedule

16. 16 Step - 6 - Batch completed, close batch

17. 17 Future b Modify the 2D Specifications Document based on FTA Standards recommendations b Discussing additional processes, such as imaging and scanning from the image b Discussing additional returns, such as Sales Tax or Business Income Tax b Changing to accommodate law changed for 2001 b Including additional credits : Earned Income and Tuition Tax b Include Direct Deposit option b Expand availability to all tax practitioners

18. 18 QUESTIONS ?

19. 19 Contact Us Electronic 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

20. 20 Thank You