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Occupation Privilege Tax, Earned Income and Net Profits Tax
Gross Reciepts and Amusement Tax |
| Tax |
Taxpayer Type #1 |
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Taxpayer Type #2 |
| Business Privilege, Mercantile, Amusement |
Return |
--or-- |
Event |
| Occupational Privilege |
Employer |
and/or |
Individual |
| Earned Income and Net Profits (Wage) |
Employer |
and/or |
Individual |
STRENGTHS OF SOFTWARE DESIGN - USING THE BUSINESS MASTER CONCEPT MODEL
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Common business master links all tax types
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New businesses entered to all tax rolls once
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Address changes made to one master record
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Adjustments can be made to reflect history of business (addition of employees
to sole proprietorship)
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Supports entries for businesses that are subject to one, two, or all business
tax types
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Audits system to ensure businesses get added to all tax rolls
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Ease of performing queries of data on system for all tax types or for a
specific type or combination of types
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Demographic information assists tax office in completing projections, proposed
tax assessments, and on-line auditing
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Businesses can be associated to tax parcel (mapping) number
INCREASE YOUR PRODUCTIVITY
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Tickler File automates correspondence & taxpayer notices
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Invoicing Program automates billing, reminder notices, and delinquency
work
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Citation System automates prosecution of taxpayers in noncompliance
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Systems download into MS Word to create data merge files (speeds certified
mailings, return envelopes)
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Merge files load easily into spreadsheets and 3rd party software, allowing
easy sort of mail by zip code to speed up bulk mailings, etc.
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Imaging capability.
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Availability of hardware and software utilized by RBA ensures recovery
from a catastrophic disaster.
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Automated backup procedures during off work hours avoids down time and
interruptions to daily work routines
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System rebooting overnight frees log files and resets system
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Comment/note fields to document critical information
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User Defined Fields (user determines best use, strength is the ability
to query by the contents of these fields)
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Modules formatted very similar - learning curve sharply decreases
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Reference files used to easily maintain changing tax rates, billing and
respective due dates, number of days to respond
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Menu bar tops each screen to concisely show all options
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Control records can be used to decrease redundant typing (default city,
state, zip codes)
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Pull down lists for codes, states, SIC's, etc. to decrease variances in
spellings, wording, and require less keystrokes
INCREASE YOUR ACCURACY
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Batch processing
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Transactions must balance or rejected (rolled back) if debits do not equal
credits
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Accounting periods close (manually or automatically upon distr.)
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Reports confirm if report run during closed or open accounting
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System follow-up for outgoing correspondence, due dates, invoices, filing
of citations
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Citation history stored on system to avoid double jeopardy
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Status Codes remind you of bankruptcies, postal returns, and allow follow-up
when bankruptcy discharged
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Invoice number(s) post payment correctly to year, invoice number, and DBA
number
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Payments-on-account tracked via invoicing to ensure delinquency payments
are promptly responded to by tax office staff
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Administrative staff can review work-in-progress to determine what upcoming
staffing requirements must be met
ASSIST YOUR INDEPENDENT AUDITORS
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System generated Statement of Receipts and Disbursements (calculates the
net increase or decrease in cash during year)
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Reports run by date span (calendar or school year processing)
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Transaction reported with batch reference to allow auditors to trace all
entries on system back into the original batch
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Cash on System = General Ledger =
Bank Statement (an auditor's safeguard that all transactions that have
occurred including NSF checks are properly accounted for on the system)
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Remittance Processing determines the "due to" or payable amount
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Remittances held until future payment date are placed on hold as a reserve
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Occupation Privilege Tax system will find all duplicate payments for a
calendar year and calculate the total dollar amount of the tax office's
future refund liability
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Invoice generated by system (tracks billing date and calculates the due
date)
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Invoice is coded for type of payment that is due (license fee, tax, penalty,
interest, service charges)
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Unlimited number of income types (schedule C, E, F; form 1099; building
permits; subcontractor awards; audit findings)
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Calculates total revenues generated for each income type (total generated
from auditing building permits, total generated from field audits)
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Posts incoming checks by "invoice" number to ensure payment posted correctly
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Invoices can be reprinted for second mailing or for replacements purposes
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System maintains history of invoice to eliminate the need to photocopy
outgoing invoices
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Invoice history for taxpayer nets against taxpayer's annual tax return
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Status flags allow to suspend action against a taxpayer while maintaining
an audit trail to follow-up
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Aging Reports allows you to gauge progress made in delinquency work
ENTERING ANNUAL TAX RETURNS
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Segregates income into types determined by tax office to allow analysis
of total revenues generated for a date span for each income type
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Calculates minimum gross volume (per year's invoices) to determine if tax
return by taxpayer exceeds the known tax liability (building permits invoices
<= annual tax return)
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Entry and history of original tax return as well as unlimited numbers of
amended tax returns, and audit adjustments
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Multiple years' tax returns readily available
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Claims processing automated (incoming & outgoing)
OFFICE AUTOMATION
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Deposits
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Disbursements
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Adjustments
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Error Corrections
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Auditor Findings
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Bank Adjustments
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Other
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Year-end Processing
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Delinquency and Enforcement Issues
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Citations and Legal Proceedings
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