Tax Consultants
How PTMS benefits you
- Automates all aspects of personal property tax compliance
- Optimizes your allocation of workforce resources
- Increases tax return accuracy and shortens return filing times
- Proactively manages property tax tasks and deadlines
- Helps users pay more bills in less time
- Improves client communication and collaboration
- Allows you to focus on saving clients money instead of managing repetitive tasks
- Access status reports, analytics, and custom KPIs from anywhere, anytime
- Minimizes taxable value by eliminating non-assessable costs and capitalizing on abatements and exemptions
PTMS solution features
- Includes functionality and tax returns for virtually every industry
- Access information from thousands of jurisdictions, including tax returns, calculation tables, tax rates, and due dates
- Auto-populates state and local jurisdictional facsimile forms with client data
- Provides tools to break out non-assessable costs, such as software, installation costs, and sales tax, from assets
- Eliminates redundant annual cleanup
- Split assets into multiple categories and ages, or across multiple returns
- Identifies asset changes, including transfers, new acquisitions, cost changes, and disposals, automatically upon import
- Built-in abatement and exemption tracking and calculations
- Automatically depreciates assets according to assessor calculation tables
- Receive alerts for missing or over-assessed value notices and tax bills
- Manages appeals and invoice contingency fees
- Track every step in your property tax process using workflows
- Available Optical Character Recognition (OCR) tools eliminate data entry for inputting value notices and tax bills
- Easy-to-use tax payment process allows for automatic feeds to any AP or AR system
- Role-based security; comprehensive audit log ensures data integrity and Sarbanes–Oxley compliance
Advanced functionality for PTMS
How does this help my business?
