eTaxCalendar
Take control of compliance obligations, improve the tax filings workflow, and eliminate missed deadlines and penalties with eTaxCalendar so that you can increase the amount of time spent nurturing your client relationships or implementing a top-notch corporate tax strategy.
eTaxCalendar is a cost effective, web-based (tax calendar on steroids) solution designed to help tax professionals efficiently manage all tax and non-tax obligations for an unlimited number of corporate clients and entities any time, any where. Planning, documenting and tracking progress on all filings, payments and extensions made easy.
CPA firms who manage hundreds or even thousands of clients with many legal entities and hundreds of obligations, can easily make their client engagements much more profitable.
Corporations overseeing entities in multiple jurisdictions can enhance their productivity and their ability to manage, organize and schedule their company’s tax and non-tax obligations.
eTaxCalendar is also available as part of eTaxPortal, which integrates workflow and project management, document management, entity management, data collection, and analysis and reporting in one fully web-enabled product suite.
Benefits
Below is a summary of the key benefits of eTaxCalendar. Detailed list of product benefits and features.
Streamlined Workflow
eTaxCalendar provides the management tools necessary to increase efficiencies and margins through an improved workflow.
Compliance With Ease
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.
Exponential Data Power
eTaxCalendar is built on a service-oriented architecture and can integrate with any third-party tool for easy access to data, including tax and accounting software, enterprise resource planning applications (ERPs) and compliance tools.
Simplified & Intelligent Filing Process
eTaxCalendar determines the obligations and due dates to be filed in each jurisdiction 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.
Secured Client/Corporate Data
Client/corporate data is secure both internally (roles) and externally (world-class data facility).
Superior Services
We offer the services you need to ease implementation and simplify managing obligations; including data conversion, training services and 24/7 live support.
Features
Cost-effective, web-based application with an intuitve and easy-to-use Microsoft Outlook Calendar look and feel interface
Unparalleled value – immediate payback
No installation of software required – automatic system upgrades
Easy drag and drop feature to assign obligations to the entities
Calendar view of obligations
Assign custom obligations using a calendar
Secure, 24/7 access to obligation information
Automatically populates and updates relevant due dates for obligations based on filer properties; e.g, estimated payments, filing extensions, and returns
Automatically populates all form names and numbers, formulas for due dates and mailing addresses for annual tax returns
Automatically adjusts due dates according to holidays and non-business days
Create custom obligations for tracking specific filing deadlines
Update multiple obligations at a time
Manages calendars for multiple years
Generates USPS certified mailing address labels
Import data from other databases, systems or spreadsheets and export to Excel
Integration with any third party tool and eTaxPortal further enhance the tax reporting process
Maintains clients’ information separately and provides multiple role types to access client data
View obligations in a List view and a Calendar view
Robust management reporting
Live, 24/7 support included in your subscription
Click here for more information on Tax Process Automation Tools.
Click here for more information on eTaxPortal.
