How is ANTS changing the way companies manage their tax notices?
With ANTS role based user setup and configuration, you control the rights of users within your organization. Pre-formatted drop down menus and user-defined categories allow for quick and accurate data entry. The list management screens (Dashboards) allow you to customize the drop down menus for your company’s individual needs. No more need for waiting for IT to add features when you can add them yourself.
Tax Notice Entry Options:
Quick Tax Notice Entry™ Work Flow ensures your notices can be entered effortlessly, to get new notices into the system and tracked as soon as they come in. Plus, ANTS tracks duplicate and sequential notices with completion workflows for each.
Distributed Tax Notice Entry: Let multiple users enter notices that go into a Pre-Notice Entry screen to be reviewed and either (Approved or Rejected).
Grid Tax Notice Entry: Enter multiple notices at once with the ability to add notes and attachments on each line.
Import Tax Notices: Use an excel file to import your notices.
IRS Electronic Tax Notice Entry: (IRS AFP file imports)
Bulk Tax Notice Entry: Enter a single notice and attach multiple clients to the notice. (System level notices that affect multiple clients).
How else does ANTS help with Tax Notice Management?
ü Uses Unlimited Notice Types to ensure you can track each and every notice type your organization receives.
ü Provides insight into how much time you are spending on each notice.
ü Distributed Notice Entry allows your whole staff to enter notices for review and entry approval.
ü Organizes your work - No more losing notices or other notice related paperwork when you scan documents and attach them onto an individual notice.
ü Agency Screens standardize all Agencies Departments, Addresses, Contacts, Websites, E-Services utilities with notes on when to use them and how.
ü Closed Notice Work Flow ensures notices are closed for good and includes follow up, avoidable actions and billing tracking.
ü Built in Agency and Client communication Template Letters (Integrated with MS Office) based off of notice types, hundreds to choose from, changes are saved on the notices.
ü Auto Assign notices to an individual or group of users with load balancing.
ü User defined time lines for notice follow up, completion and resolution dates helps your clients and staff understand when you will follow up with them on a notice and when to expect the notice to be resolved.
ü Dashboard; Active Notice Listing, Pending Notice Listing, Active AR Listing screen allow your resolution staff to open, view and update notices and AR’s in priority order. Filter the screen to see Past Due, Due in the Current Week or for a given CSR, Group, Tax Rep, Agency or Notice Type.
ü Reporting at the Client, Notice, Agency and System levels to ensure robust reporting throughout the application. Built in management reports to show you what you need to know when you need to know it, no more long hours putting the reports together. Sequential notice completion notes and history shows what was done on each notice in chronological order to see the string of events.
ü Mass Client Communication through Outlook. Used to send out communications to; All Clients, Clients setup with a given Agency, Clients that received a notice in the past 6 month or year. You can export the Client and Client Contact list for review. You can attach up to 4 documents to the e-mail. This feature helps you keep all your clients up to date on current issues or forms you need signed.
ü Integrates with Salesforce. Now you can have your tax department use ANTS and all other departments use salesforce to see what was done or is going on with all notices. All client notice data gets pushed over to Salesforce with the use of the SOAP API.
Amended Return (AR) Process Management module:
With the ANTS Enterprise version you can now take full control of all the Amended Returns you process regardless if it’s for yourself or a clients. This feature creates a set of tasks (based on the AR Type (W2c, Amandment, etc)) that must be completed in order to accurately process an amended return. You can assign the different tasks to individuals or multiple staff members. The AR feature comes with a set of reports that allows you analyze all of the AR’s that you run, how long it takes, where they are from, and how much you billed.
By using ANTS Enterprise you will be able to better manage your tax department’s resources by allowing the tax notice resolution staff to focus on resolving notices and not managing the time consuming administrative tasks. ANTS revolutionizes your processes, manages your work flows and provides you with the insight you need to improve all aspect of your tax notice administration.
ANTS Enterprise is designed for organizations that required an installed product, have high notice volume, need all of the advanced features or need 10+ users.
Technologies Used: ANTS Enterprise is 100% Windows based application. All software needed to run ANTS is free to download. (.Net 4.0, MSOffice Com, SQL 2008, 2010, Silverlight 5.0, Active Directory for Security) Microsoft Office 2003 or higher. Contact us if you have questions about ANTS Enterprise and how it can improve your efficiency and maximize your assets.