History and Growth
Program History:
The Tax Assistance Program (TAP) began
operations in the early 1970s. At the outset its primary goal
was to help Indiana taxpayers file for a special Indiana credit.
Because the Indiana tax returns starts
by using the federal adjusted gross income amount, federal
return preparation became a necessary element of the program effort.
When the special Indiana credit expired, emphasis shifted to
preparing the federal return and academic instruction in
return preparation was added to the program. This shift resulted in
academic credit and formal classes being scheduled.
Over time the program has become an
important part of the educational preparation of students
entering public accounting and tax practice. The TAP is one of several service-learning opportunities
offered at Notre Dame and Saint Mary's.
Students involved in the TAP are enrolled at the University of Notre Dame and at
Saint Mary's College. Certified public accountants from national,
regional, and local firms also volunteer their time along with faculty from Notre Dame and Saint Mary's.
Since 1972 the program has grown to where today it offers domestic tax
assistance in many locations around Michiana and help to international
students at two campus locations. Volunteers now visit taxpayers in their homes, hospitals and other facilities in
cases of elderly and disabled who are not able to come to the community centers.
We characterize the program as a triple win situation! The clients benefit by receiving free
income tax preparation. Students benefit by the practical
experience gained working in the program. Involved faculty
members benefit by determining the effectiveness of teaching
activities while working together with students on interesting and
challenging projects.
Program Statistics:
Program growth is reflected in the
following table of statistics. Note that the program year identifies when the program functioned. Tax returns are prepared in the
year following the tax year end, which means that the program year refers to taxes for the preceding calendar year (1992
program year covers 1991 tax year):
Vivian Harrington Gray Notre Dame - Saint Mary's College
TAX ASSISTANCE PROGRAM
|
|
Domestic
|
International
|
Total TAP
|
Program Year
|
Taxpayers
|
Federal Forms@
|
State Forms%
|
Taxpayers
|
Federal Forms#
|
State Forms%
|
Taxpayers
|
Federal Forms
|
State Forms%
|
All Forms Filed
|
1992
|
1,025
|
974
|
996
|
NA
|
NA
|
NA
|
1,025
|
974
|
996
|
1,970
|
1993
|
975
|
812
|
912
|
NA
|
NA
|
NA
|
975
|
812
|
912
|
1,724
|
1994
|
1,163
|
1,015
|
1,028
|
NA
|
NA
|
NA
|
1,163
|
1,015
|
1,028
|
2,043
|
1995
|
1,069
|
943
|
1,009
|
NA
|
NA
|
NA
|
1,069
|
943
|
1,009
|
1,952
|
1996
|
883
|
768
|
735
|
NA
|
NA
|
NA
|
883
|
768
|
735
|
1,503
|
1997
|
1,079
|
832
|
1,007
|
NA
|
NA
|
NA
|
1,079
|
832
|
1,007
|
1,839
|
1998
|
1,108
|
924
|
1,080
|
NA
|
NA
|
NA
|
1,108
|
924
|
1,080
|
2,004
|
1999
|
1,544
|
1,362
|
1,324
|
NA
|
NA
|
NA
|
1,544
|
1,362
|
1,324
|
2,686
|
2000
|
1,489
|
1,344
|
1,311
|
NA
|
NA
|
NA
|
1,489
|
1,344
|
1,311
|
2,655
|
2001**
|
932
|
829
|
843
|
498
|
502
|
403
|
1,430
|
1,331
|
1,246
|
2,577
|
2002
|
1055
|
983
|
1,007
|
571
|
523
|
485
|
1,626
|
1506
|
1,492
|
2,998
|
2003
|
1,116
|
987
|
1050
|
658
|
644
|
486
|
1,774
|
1,631
|
1,536
|
3,167
|
2004
|
1,165
|
918
|
954
|
682
|
810
|
687
|
1,847
|
1,728
|
1,641
|
3,369
|
2005
|
1,099
|
1,079
|
1,027
|
765
|
729
|
627
|
1,864
|
1,808
|
1,654
|
3,462
|
2006
|
967
|
914
|
983
|
771
|
838
|
515
|
1,814
|
1,752
|
1,498
|
3,250
|
2007
|
1196
|
1319
|
1147
|
772
|
616
|
580
|
1968
|
1935
|
1727
|
3,662
|
2008
|
1298
|
1339
|
1144
|
773
|
643
|
672
|
2071
|
1982
|
1816
|
3,798
|
2009
|
1222
|
1330
|
1195
|
793
|
651
|
643
|
2015
|
1981
|
1838
|
3,819
|
2010
|
1272
|
1306
|
1208
|
772
|
678
|
650
|
2044
|
1984
|
1858
|
3,842
|
2011
|
1178
|
1083
|
1172
|
881
|
933
|
714
|
2059
|
2016
|
1886
|
3902
|
2012
|
1059
|
975
|
1026
|
944
|
1021
|
811
|
2003
|
1996
|
1837
|
3833
|
** For years prior to 2001 'Domestic'
contains 'International' statistics
NA - Not Available
@ Includes forms 1040EZ, 1040A, 1040,
1040X, & others
# Includes forms 1040NR, 1040NR-EZ, 8843, W-7,
& others
% Includes Indiana & other states' tax forms