eTax services in Hawaii: Lessons Learned
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Presentation given in the Summer of 2011 at the Federal TAx Administrators Technology Conference in Denver Co
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eTax services in Hawaii: Lessons Learned
- 1. FTA Technology Conference Denver, Colorado Summer 2011 Hawaii Services/ Lessons Learned
- 2. Overview • Introduction • History/ Background • Existing eServices • New services/ updates • Questions
- 3. Who Am I? Russell Castagnaro, GM Revised: 11/05/2010 • General Manager – eHawaii.gov • President of Hawaii Information Consortium, LLC
- 4. What is HIC? Revised: 11/05/2010 • Hawaii Information Consortium, LLC • Subsidiary of NIC Inc (NASDAQ: eGov) • 20 employees, 37 partners • Over 80 public applications •100% Government Focus • Processed over $780M payments and 2M transactions last year
- 5. NIC Portal States Revised: 11/05/2010
- 6. How we started? Realization 1997 Legislation • 1998, 2000 & 2007 RFPs to manage the eHawaii.gov • 1999 • 2007
- 7. What makes up eHawaii.gov? Access Hawaii Committee State, Federal and County Partners Hawaii Information Consortium, LLC Businesses Citizens
- 8. What We Do Whole Lifecycle Web Applications • eCommerce/ eGovernment Applications • High-Value, Public Applications Web Site Hosting (CMS) Customer Service (web, phone, email) Payment Processing (web & OTC) Form Processing Marketing/ Outreach
- 9. How We Operate • Self Funded – We get paid via a small per-transaction fee. – No budget requests necessary. – Very clear cash and data flows. – Partner Funds can be used for important stuff. – Support, Upgrades, Customer Support, etc.. are included.
- 10. History: Tax • We have focused on Consumers. • For Business Activities… – General Excise, Transient Accommodations, Withholding Taxes
- 11. Existing eServices • eFile – http://dotax.ehawaii.gov • Initial Tax Licensing – http://hbe.ehawaii.gov • Tax License Search – http://www.ehawaii.gov/tls • Find My Refund - https://tax.ehawaii.gov/hoihoi • UI tax/ Wage Reporting – http://hui.ehawaii.gov • Compliance Express – http://vendors.ehawaii.gov • Other Cross-Agency Sharing
- 12. eFile Net Income Tax • N-3 Declaration of Estimated Income Tax for Corporations and S Corporations : Voucher 3 • N-317 Statement by a Qualified High Technology Business (QHTB) Business Taxes • G-45 General Excise / Use Tax Return • G-49 Annual Return & Reconciliation of General Excise / Use Tax Return • HW-14 Withholding Tax Return Payments • N-126E Net Income Tax Payment • GE- VP1 General Excise / Use Tax Payment • WH-VP1 Withholding Tax Payment • ICS-202 Tax Payment Voucher (CBV) • VP-2 Miscellaneous Tax Payment Voucher Other • A-6 Tax Clearance Application
- 13. Intake: Paper v. eFile
- 14. eFile Facts/ Factors • Began in 2002 • Marketing limited to occasional PR • No auto-calculation allowed *
- 15. Results • Free filings flow in…
- 17. Results • Free filings flow in… Remov e $2.50 Fee Added Auto- Calc Added $1.00 Fee
- 25. Hawaii Compliance Express • Over 20,000 Tax Clearances Processed Electronically in 2010. • One virtual certificate = compliance with four agencies. • Integrated with state’s procurement system. • Saves each vendor about two days.
- 26. Researc h Tax Clearance: Paper v. HCE Sort Request s Deny Issue Create Letter Mail
- 27. It is time to work with everyone… •Consumers Small Businesses, Individuals with Rental Property •Professionals Accountants, Bookkeepers, Law Firms
- 28. And.. We apologize for ignoring you so long!
- 29. New Services • Bulk GE Tax filings – October 2012 soft launch – $.50 per filing – Taxpayers have multiple payment options
- 30. New Services • Modernized eFiling – Submit Personal Income Tax electronically via IRS – Replaces existing JELF program – Pilot begins in 2012 – Options • Include bank information. • Send link to taxpayer to pay online.
- 31. Enhancements: eFile • Improved UI • More Auto Calculation • New Voucher Payment System • Zero Payment Options • Reminders and Bounce Notices
- 32. Partnering with Our Customers They will help us develop the new services that will make your business easier/ better. Plan and Design Make Changes Evaluate Gather Feedback
- 33. Data Collection & Sharing • Positioned well to collect and share data: – Tax Credits, Exemptions – Multi-agency data (collections, research)
- 34. Review • The eHawaii.gov program has enabled Tax to provide many great services.
- 35. Review • Tax is focused on improving services to tax preparers and tax payers directly. • Multiple services reduce the workload on tax and make taxpayers interactions easier. • Goals for eFiling – 60% of business returns in 2012 – 75% of personal returns in 2013
- 36. Questions? Russell Castagnaro – russell@ehawaii.gov
Editor's Notes
- Here comes the background… I promise it will be short
- We are at the FTA after all! Lets talk brass Tax
- There are multiple services that Tax has to allow tax professionals to do their work electronically. These services are being developed and hosted at no cost to the state.
- Over 500,000 filings were processed via eFile in 2010. Adoption has been increasing by around 30 - 60% per year over the last 5 years. We are making major changes to simplify the process.
- You folks probably don’t need me to explain this to you. Its simple/ eFile-ing is a huge resource savings. It’s the reason we use automation.
- Stats for months after August 2011 are projected.
- Interesting points:If you use Wisconsin’s #’s at $3 per filing that is $1.5 Million saved!$2.50 fee removed in June 2008 – adoption increased
- Stats for months after August 2011 are projected.
- See https://hbe.ehawaii.gov/BizEx/process.ebYour tax license, granted after Tax receives a valid BB1 form is processed via Hawaii Business Express. Either the Quickfile option where an expert users picks the BB1 form, fills it and pays or the Wizard interface where the user is asked questions in a virtual interview and the appropriate form is filled and approved by the filer.
- Your tax license, granted after Tax receives a valid BB1 form is processed via Hawaii Business Express. Either the Quickfile option where an expert users picks the BB1 form, fills it and pays or the Wizard interface where the user is asked questions in a virtual interview and the appropriate form is filled and approved by the filer.
- We allow anyone to search the database of valid tax licenses
- We allow filers to track their refunds. By the way, did you know that if you use eFile, your clients refunds will likely be processed 2 – 4 weeks faster than by mail?
- Unemployment Quarterly Wage Reporting and Unemployment insurance Reports are easy to make via HUI express. Replaced Magnetic Media completelyPayments are made via electronic transfer or credit card. 80% of Hawaii employers leverage the service.
- Unemployment Quarterly Wage Reporting and Unemployment insurance Reports are easy to make via HUI express. Payments are made via electronic transfer or credit card. 80% of Hawaii employers leverage the service.
- Vendors who work with the state, county or even federal government for more than $2,500 must comply with Hawaii State Procurement law. HCE allows vendors to do this with no visits to the DCCA, IRS, Labor or Tax offices. We are deploying fixes this summer to make the service work even better.
- Vendors who work with the state, county or even federal government for more than $2,500 must comply with Hawaii State Procurement law. HCE allows vendors to do this with no visits to the DCCA, IRS, Labor or Tax offices. We are deploying fixes this summer to make the service work even better.
- The hard work is in the research phase