Authorized Bureau staff will have complete inquiry and update capabilities for taxpayer and employer accounts. This allows for access to account history, payment history, on-line notes, account forms and correspondence. The system enables users to “marry” records and easily cross-reference between spouse’s accounts.   The use of Postal Software provides standardization of taxpayer addresses, which in turn allows for reduced postage costs. Accuracy in identifying a taxpayer’s resident municipality is enhanced by the use of our Internal Coding Control system. This system cross references street addresses with the corresponding jurisdiction in which the address is located. Taxpayer records are automatically compared to this file and the taxpayer’s correct resident taxing jurisdiction is identified.  

The taxpayer audit process allows complete auditing of the taxpayer returns. Vital information such as the taxpayer’s earnings and tax liability are captured and retained from the taxpayer’s final return and can be accessed at any time for inquiry or reporting purposes. Users also have the ability to make claims and create correspondence during the audit process.

 

With the optional Document Imaging services that we offer, your bureau can take advantage of what we call “Auto-Audit”. After capturing information from the final return electronically (OCR), the data can be automatically matched to the earnings and withheld data already on the system. If the data matches within your set parameters and guidelines, an auditor will not have to manually work the account, allowing for significant time savings. This allows for more time to handle the accounts that really need the attention…

Records for every employer are maintained in the system. Each individual is tied to their employer’s record allowing for the efficient withheld processing and follow up with an employer. Forms can be generated for the Employer’s quarterly filing, that include a listing of every employee on record, expediting the filing process for the Employer. 

 

The System has had an e-file process available to employers for over a decade. This process continues to be enhanced every year. Beyond the quarterly filing, the tedious job of annually reconciling employer’s W-2’s has been automated so that discrepancies in withholdings are easily identified.

The system provides payment posting for taxpayers and employers including detailed deposit batch information and report generation. Payment batches may be created manually or via electronic remittance processing (optional service). Individuals and Employers may elect to submit their returns electronically and the system will electronically post the corresponding payments to the correct account with little or no user intervention. 

 

Each penny is identified to a specific taxpayer in a specific jurisdiction, ensuring that the each taxing body receives the correct money. Additionally, a complex tax jurisdiction system automatically and accurately splits the payment, taking into consideration variable rates for each area. This is made possible by capturing earnings information for every payment that is posted to the system.

The Berk-e system provides online filing to individuals and employers via the web. Employers have had the option to file electronically for over a decade. Within the e-file concept, Employer’s have two options, they can either manually enter the earnings and withheld amount for each individual, or they can upload a file, in a variety of formats including the Federal IRS standard.   Additionally, we have added e-file services for individuals over the last several years. Individuals can not only file complex final returns with multiple schedules, they can also make their quarterly, self-reporting payments on-line. As part of this system, taxpayers can pay by ACH or credit card. They can also elect to have their refund deposited directly into their bank account, eliminating the need to print and send a check.

TaxSys’ claims process ensures a timely exchange of tax money from other collectors. Second request letters are automatically generated for claims that remain unanswered. Responses to answered claims are retained in the system for future reference. The system offers various reporting for outstanding and answered claims (summary or detail).

TaxSys electronically compares state records against your tax records. Taxpayer records that do not match your tax records are available for review and audit. Earnings discrepancies are identified during this comparison and may be electronically or manually audited. Statistical information for each state list for each tax year is maintained and includes such items as number of taxpayers filed, earnings reported to the state, and discrepancies pursued.

Delinquent collection completes the tax-processing circle and the various delinquent follow-up notices will allow you to effectively pursue these accounts. The system monitors these accounts to prevent them from “falling through the cracks”. There is also a separate DLT collection system available for integration with the current EIT system.

From any account screen, users have the ability to create correspondence to taxpayers or employers. Your standard correspondence types may be utilized along with any of our standard correspondence types. Correspondence can be printed as often as needed and mailed from your office or printed and mailed from our in-house facility.

TaxSys’ comprehensive financial system provides up-to-the-minute information to constantly monitor your collections. You may elect to disburse funds on a daily or weekly basis. Financial account inquiry includes a current balance summary and disbursement information including detailed reports. The financial system also offers a complete check printing and reconciliation utility. In addition to detailed disbursement reports, the system enables you to prepare budget and revenue projections, year-to-date financial comparison reports, and audit reporting. 

The extensive reporting capabilities of the system will allow you to access information in a variety of formats. Reports such as analysis of withheld monies per employer or employer jurisdiction, taxpayer wage bracket analysis, and disbursement fluctuation reports aid in preparation of budget projections.   Alphabetical listings of taxpayers or employers can be generated, with options for printed copy or ASCII file to use in other applications. Upon request, custom reports can also be created to meet your specific tax processing needs.

Since 1969, we have pioneered and developed our own proprietary software and systems specifically designed for local tax administration…..TaxSys. Our knowledgeable in-house programming team is able to effectively assess and respond to your unique tax programming needs.   Additionally, our experienced technical support staff is available 24 hours a day, 7 days a week.