Data Collection
Data Collection Conference Call, Tuesday, December 14, 2004
The session focused on establishing clear definitions and approaches for data collection by tax preparation programs, and covered how quantitative and qualitative information can be used for advocacy, marketing and research. The data that the National Community Tax Coalition will ask you to collect for our Spring 2005 survey and a tool to collect that data were presented.
Workshop Materials
These are the handouts/materials provided by the Center for Economic Progress and the National Community Tax Coalition:
- Client Intake Sheet 2005 from the Tax Counseling Project [PDF, 260KB, posted 1/11/05]
- 2004 Statistical profile of the Tax Counseling Project' overall [PDF, 166KB, posted 1/11/05]
- Statistical profile for the Chicago Chatham neighborhood [PDF, 166KB, posted 1/11/05]
- National Community Tax Coalition Proposed Program Survey [Word, 2MB, posted 1/11/05]
- Instructions for National Community Tax Coalition Tool [Word, 1MB, posted 1/11/05]
These are the tools provided by The Annie E. Casey Foundation's National Tax Assistance for Working Families Campaign:
- 2005 Recommended Data Collection Forms and Report [Word, 94KB, posted 1/11/05]
- Data Samples [Excel, 32KB, posted 1/11/05]
These are the tool provided by Boston Action for Boston Community Development:
- 2005 Boston EITC Campaign Taxpayer Intake Sheet [PDF, 53KB, posted 1/11/05]
- How to Build an Access ODBC Connection to TaxWise [PDF, 1MB, posted 1/11/05
Using
Microsoft Access to Connect to the TaxWise Database [PDF, 1.1M]
These instructions will give you the basics of retrieving data from TaxWise using Access. Provided by the Boston EITC Coalition.
TaxWise 2003 Database Tables [PDF, 314K]
This document details the table and field structure of the 2003 TaxWise Database and is extremely useful when pulling data from TaxWise.
Provided by Universal Tax Systems.