Are you using excel spreadsheets to manage all your corporate clients’ filing requirements? Are you having the difficulty to track and manage workflows for income, franchise, payroll, sales and use tax filings? Would you like to eliminate missed deadlines and penalties? Would you like to have more time for worthwhile activities like nurturing your client relationships? If your answer is yes then eTaxCalendar is the solution you need.
Intelysys a Namtra subsidiary eTaxCalendar is a cost-effective, web-based workflow and compliance tool that allows CPA firms to efficiently manage all the tax and non-tax obligations for an unlimited number of corporate clients and entities. It eliminates the need of multiple spreadsheets, manual processes and typos to schedules. At the same time it allows you to efficiently organize and manage all your corporate clients' tax filings, extensions, payments, revenue adjustments and audit requests (PBCs) at one place with total ease and control. eTaxCalendar delivers you the peace of mind and assurance that clients’ obligations would be met without penalty and gives you more time for functions like achieving the strategic objectives of your corporate. In a nutshell, eTaxCalendar leads to increased efficiency, which means far fewer penalties for filing late or missing the obligation all together and your filing processing time can be measured in hours rather than days or weeks.
Streamlined Workflow
eTaxCalendar provides the management tools necessary to improve workflows and gain efficiencies:
- Auto generate the complete calendar of filing, payments and extension requirements (obligations) based on legal entity structure and jurisdiction
- Delivers the ability to assign tasks, notify and create due-date reminders, and create status updates throughout the lifecycle of an obligation (created, reviewed, approved, filed, waived, reopened and amended)
- A robust set of reports including: summary status, due date tracking and schedule of refund. Users have the ability to filter and sort the information on every report.
Simplified and Intelligent Filing Process
eTaxCalendar determines the obligations and due dates most likely to be filed in each jurisdiction for either calendar or fiscal year filers with its pre-populated and maintained database of due-dates for income tax, franchise and payroll tax, sales and use tax, as well as, those for annual reports. Custom obligations can also be easily added. In addition, eTaxCalendar automatically populates all form names and numbers and mailing addresses for all jurisdictions and obligations.
Secured Client Data
Client data is secure both internally and externally. Internally, eTaxCalendar has various role types that allow the flexibility needed to effectively serve clients, but with the security controls in place to protect client data. Externally, all data is stored in a world-class E&Y audited SAS 70 Type II Facility. Client Data is available in a redundant environment along with 24/7 technical support.
Exponential Data Power
eTaxCalendar is built on service oriented architecture and can integrated with any third-party tool for easier data access, including tax and accounting software, enterprise resource planning applications (ERPs) and compliance tools. Entities and jurisdictional obligations can be uploaded to further automate calendar setup. In addition, the eTaxCalendar interacts with MS Outlook and email programs and can export calendar data, to further streamline workflow.
Compliance with Ease
Regardless of how many entities and jurisdictions your clients have and are doing business in, or how many clients you are managing, eTaxCalendar assists in ensuring all tax filings are filed accurately, on the correct forms, mailed to the correct locations, in a timely fashion by automatically updating the filing dates and the fileable forms from the various tax jurisdictions.
Saves Time and increase efficiency
eTaxCalendar saves time and make the filing process efficient by automatically populating relevant due dates for obligations such as estimated payments, filing extensions, and returns based on filer properties as well as pre-populating USPS certified mailing addresses . It allows you to maintain calendars for multiple years.
Easy to Use Web enabled Interface
eTaxCalendar provides an easy-to- use intuitive interface accessible from any web browser. It ensures application delivery anywhere anytime. eTaxCalendar is highly customizable to answer your specific needs as well as extensible with the ability to integrate with number of third party applications.
Reduce Cost
eTaxCalendar is available at very low cost. It does not require any client installation, as anyone can access the functionality through a web enabled workspace. It eliminates the need for dedicated IT personnel to install and maintain another tax application in your environment which significantly save your operating cost.
Addresses all you reporting needs
eTaxFileRoom has a user friendly interface. It gives a user flexibility to use the eTaxFileRoom according to the need of a particular project. The team member can have access to eTaxFileRoom according to their role type. All the Users can be given rights to accesses or work on certain documents. For example an "administrator" might upload the document and assign rights to the "Internal User" as a "Preparer" or a "Reviewer". "Read only" right can be assigned to the "External user" only to view the documents. An Internal who could have an "Approver" or a "Reviewer" rights can work on a document, change the status and drive it to the completion. An "Approver" can finally close or "sign off" the documents.
Total control of your clients Tax and non Tax obligations
With eTaxCalendar, take control of all corporate and partnership filing requirements across many different entities and Jurisdiction. Manage income, franchise, payroll and sales and use tax returns/filings, extensions, tax payments, and audit requests. It also provides an option to create custom obligations for tracking specific filing deadlines giving users more control and flexibility. With eTaxCalendar there would be no assessed penalties due to missed dates or incorrect obligations.