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.

Benefits include:

Streamlined Workflow

eTaxCalendar provides the management tools necessary to increase efficiencies and margins through an improved workflow including:

• Generating automatically the complete calendar of filing, payments and extension requirements (obligations) based on legal entity structure and jurisdiction
• 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 & 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 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. Entities and jurisdictional obligations can be uploaded to further automate calendar setup. In addition, the eTaxCalendar interacts with MS Outlook and other 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.

Superior Services

We offer the services you need to ease implementation and simplify managing obligations; including full range of implementation and training services. In addition, all software upgrades and 24/7 live support are included for the life of your subscription.


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

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Click here for more information on Tax Process Automation Tools.

Click here for more information on eTaxPortal.