Employee Tax Return Paperwork
Challenge
Automate workflows for processing employee tax return forms and paperwork.
Solution
- Self-service tax forms can be easily designed using the TAP UI, as needed.
- Forms can be automatically populated with data as they’re completed, or populated from other form and database sources.
- Workflows allow employees to process returns or obtain all documentation from employers (e.g. tax certificates, fringe benefits reports, pay slips).
- Easily customizable to meet exact enterprise needs, no matter how complex or simple.
- Workflows can be integrated with enterprise payroll systems to ensure correct tax withholdings have been paid to tax authorities.
- PDF version of watermarked tax returns can be sent along with estimate vouchers, filing instructions; manual or e-signatures can be requested and, once provided, trigger filing of the return.
- All workflow records, assets and documents are centrally stored in a secure Cloud repository.
Benefits
- Automation of labor-intensive processes delivers massive efficiencies and savings for the organization.
- Centralized, easy-to-read dashboards optimize billable time and identify inefficiencies.
- Automatic notifications and alerts keep processes moving forward, and allow at-a-glance review of status and deadlines.
- Centralized secure archiving of all workflows, histories, assets and documents ensures compliance and headache-free audits.
- Accelerated and error-free processes drive improved employee morale.
- E-signature integration standardizes secure approvals.
