Web Tax & Licensing Collections Enhancements

Web Tax & Licensing Collections Enhancements

American Data Group

Web Tax & Licensing Collections Enhancements

Notes

  • Allows input text of 4000 characters
  • Optional Review Date – if set shows on log on page.
  • Attachments
  • Classifications for grouping of notes

Area Group Maintenance

  • Unlimited Area Codes may be used to assigned an Area Group

Business Group Maintenance

  • Unlimited Business Group (SIC#) may be assigned to create a Business Group

Interest Rates Master

  • Saves Rates by Month and Year – only used by Arizona custom version

Tax Collection Forms

  • Tax & Licensing Collection Forms are user-definable and are valid for a time period. The form includes the line items, calculations, instructions, and rules for under/over payment of monies
  • All monies my be reported to 2 or 0 decimal positions
  • Forms include rates for Vendor Service Fees, default due days, grace days and amount
  • Forms may be flagged as available for web usage (if the module has been purchased)

Tax Master

  • Tax Codes may now be 2 characters
  • Tax Codes have effective dates to track rate changes – which are based on form filer periods
  • Associated License may have either an expiration date or be valid for a selected number of days
  • G/L Distribution may be across multiple G/L accounts for Revenue, A/R, and Cash
  • Department Approvals Required

STS Master Setup

  • Close Through Date prevents posting into prior periods if used
  • Auto-Payment Setup for EFT/Bank Draft Payments
  • License Discount Rates are based on effective dates to track prior values
  • License Penalty Rates are based on effective dates to track prior values
  • Web Vendor Payment/Inquiry Module Setup
  • Allow On-Line License Renewals
  • Allow On-Line Tax Returns
  • Allow On-Line EFT/Bank Draft Payments
  • Allow On-Line Credit Card Payments and a Maximum Amount
  • Allow On-Line Under/Overpayment
  • Allow Contacts Management
  • Allow License print/Re-print

License Fee Code Master

  • Uses Effective Date to track prior rates

Location Master

  • Uses Location-Geo file to build a common GEO database with Utility Billing, Building Permits, and Special Assessments.
  • Includes Latitude and Longitude values
  • Google Maps of Location Address and/or GPS coordinates
  • Pop-Up Warning Note

Customer Master

  • A table of basic customer in formation – irrelevant of a location
  • Maintains Internet Password for the account
  • Optionally saves Credit Card or Band Draft information for auto-payments
  • Unlimited additional contacts
  • Notes
  • Pop-up Warning Note
  • Customer may now have multiple Locations

Customer-Locations

  • Business Name and primary contact information
  • Location code from Location-Geo Table
  • Filings, Payments and A/R by Customer/Location combination
  • Federal and State Id's
  • User Define Type Code
  • Business Start and End Dates at the Location
  • Audit Information
  • Delinquency Information
  • Miscellaneous Questions
  • Tax/License Codes tracked for customer at this location
  • Start and End Dates
  • License Information: Start and Expiration Dates, Temporary, Print Status
  • Filing Status
  • Business Season
  • Department Approval Maintenance

Codes Master Maintenance

  • Notes Classifications
  • Adjustment Posting Codes
  • Special Event Codes for Revenue Tracking
  • User Types for Customer/Billing Master

Business Type Codes (Old SIC Numbers)

Letter Writing System

  • Maintain your own letters: Renewals, Open Account, Missing Filers, Posting Errors, Miscellaneous
  • Pulls fields from master files
  • Allows for different fonts, bold, underline, italics
  • Place graphics, fonts, and data to a relative position (x,y coordinate)
  • Customer Letters will still be required if information is to be pulled from database fields for specific reasons

Customer Inquiry

  • Very different in presentation
  • Drill down to detail records

Reports Menu Layout

  • Same Reports and Layout
  • New CSV Export of History Information based on tax code and date range
  • New Revenue Report by Tax Form

Posting Menu

  • Return Postings – uses system default tax form unless overridden by customer/location record
  • Shows customer and location warning notes including expired licenses
  • Auto-Complete information on form input
  • Create a notes and attachment for the return
  • Post for a specific event
  • Payment types may include credit card or EFT/Bank Draft
  • License Posting
  • May be for Special Event
  • May enter From/To Dates
  • Payment types may include credit card or EFT/Bank Draft
  • May be flagged as Temporary
  • Edit Report to balance payments
  • Error Letters – user modifiable
  • Update Report may be in listing or update mode
  • Add additional interest to accounts receivable values
  • Cancel/Amend Returns – Batch Posting with separate update program
  • Web Receipts Menu for processing/updating payments from the on-Line module
  • Credit Card and EFT Processing Menu
  • Create EFT file for the Bank
  • Assist in balancing PayPal Credit Card transactions

Housekeeping

  • New Program to Apply A/R Credits
  • New Program for Invalid Address Maintenance


American Data Group Inc.1Software Above the Rest

Top View