2-D Barcode Project Individual Income Tax Return Presented by Ken Kerber Illinois Department of Revenue Glen L. Bower, Director Illinois Department of Revenue Glen L. Bower, Director

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 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 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 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 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 Cost

8 Savings

9 Net Savings

Illinois 2-D Barcode System System Screen Designs

11 Step 1 - Initial Login Screen

12 Step 2 - Batch Setup Screen

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

14 Step 4 - Scan 2D Barcode

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

16 Step Batch completed, close batch

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 QUESTIONS ?

19 Contact Us Electronic Commerce Section Account Processing Division Information Services Illinois Department of Revenue 101 W Jefferson MC Springfield, IL Phone (217) Fax (217)

20 Thank You