Workflow Automation Use Cases

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.