Tax Collection System runs a revenue office's work from the taxpayer demand to the money collected and posted. Taxpayers are kept as business partners with a code, contact, address and eligibility note.
posting waits for the assessment reviewer
| Record number | Subject | Counterparty | Document type | Document date | Gross amount USD | |
|---|---|---|---|---|---|---|
| AD-35982 | 2026 property tax assessment, North Quay | South Ridge Produce | Invoice | 21 Oct | 670 | |
| AD-66334 | Business levy adjustment, Cedar Vale | Maple Hollow Services | Credit | 29 Oct | 370 | |
| AD-34983 | October sales tax demand, Birch Point | Pinefield Workshop | Expense | 16 Oct | 360 | |
| AD-40341 | Late filing penalty, Winding Creek | Winding Creek Hospitality | Adjustment | 26 Oct | 710 | |
| AD-97610 | 2025 assessment correction, Harbor Gate | Maple Hollow Services | Invoice | 11 Oct | 420 |
Assessment Reviewer approves, returns or rejects each submitted demand version.
Every feature works on the same records. Pick one to see the screen your team works in.
Prepare demand, refund and adjustment documents for each taxpayer with line-level net and tax amounts.
Accounting documents
| Record number | Counterparty | Document type | Gross amount USD | Posting date | Posted at | |
|---|---|---|---|---|---|---|
| AD-28289 | Maple Hollow Services | Invoice | 370 | 20 Oct | 23 Oct | |
| AD-48879 | Pinefield Workshop | Credit | 930 | 18 Oct | 23 Oct | |
| AD-38798 | Winding Creek Hospitality | Expense | 280 | 18 Oct | 21 Oct | |
| AD-26160 | Birch Point Fabrication | Adjustment | 420 | 09 Oct | 13 Oct | |
| AD-90543 | Pinefield Workshop | Invoice | 470 | 16 Oct | 18 Oct |
Record each authority assessment against its demand and approve it only against the attached evidence.
Approval conditions
| Parent | Jurisdiction | Assessment date | Assessed USD | Authority reference | Revision | |
|---|---|---|---|---|---|---|
| Payment allocation reversal, Pinefield | North Basin District | 22 Oct | 720 | ASSESS-2026-0412 | 720 | |
| Payment allocation reversal, Pinefield | Cedar County | 03 Nov | 80 | ASSESS-2026-0413 | 540 | |
| October sales tax demand, Birch Point | Westhaven City | 20 Oct | 150 | ASSESS-2026-0414 | 580 | |
| 2025 assessment correction, Harbor Gate | Pine Valley District | 14 Oct | 130 | ASSESS-2026-0415 | 630 | |
| 2026 property tax assessment, North Quay | South Fork Township | 03 Nov | 130 | ASSESS-2026-0416 | 90 |
Record an independent reviewer's decision on the exact version of each document and assessment.
Accounting documents
| Record number | Subject | Counterparty | Document type | Gross amount USD | Revision | |
|---|---|---|---|---|---|---|
| AD-70430 | 2026 property tax assessment, North Quay | Maple Hollow Services | Invoice | 140 | 800 | |
| AD-32531 | Business levy adjustment, Cedar Vale | Winding Creek Hospitality | Credit | 790 | 30 | |
| AD-59604 | October sales tax demand, Birch Point | Cedar Vale Markets | Expense | 430 | 860 | |
| AD-79159 | Late filing penalty, Winding Creek | Harbor Gate Storage | Adjustment | 850 | 580 | |
| AD-43999 | 2025 assessment correction, Harbor Gate | South Ridge Produce | Invoice | 470 | 720 |
Import verified payment challans and apply each one to the taxpayer's posted demands.
Cash receipts
| Provider event ID | Partner | Amount USD | Received at | |
|---|---|---|---|---|
| evt_tax_20261015_01 | North Quay Property Group | 70 | 15 Oct | |
| evt_tax_20261015_02 | North Quay Property Group | 480 | 15 Oct | |
| evt_tax_20261015_03 | Pinefield Workshop | 50 | 15 Oct | |
| evt_tax_20261015_04 | Cedar Vale Markets | 350 | 16 Oct | |
| evt_tax_20261015_05 | North Quay Property Group | 700 | 20 Oct |
Post approved documents as balanced journals into open periods and close each period on time.
Accounting periods
Keep evidence files on each document and a receipt of every guarded action and its outcome.
Operation receipts
| Parent | Action | Operation key | Result state | Occurred at | Failure reason | |
|---|---|---|---|---|---|---|
| 2025 assessment correction, Harbor Gate | Post assessment | assessment-post-20261015-01 | Pending | 11 Oct | Accounting period is closed | |
| Collection notice, Maple Hollow | Issue payment challan | challan-issue-20261015-02 | Failed | 17 Oct | Assessment lacks approval | |
| October sales tax demand, Birch Point | Apply verified receipt | receipt-apply-20261015-03 | Needs review | 20 Oct | Receipt amount does not match | |
| 2026 property tax assessment, North Quay | Reverse duplicate entry | entry-reverse-20261015-04 | Pending | 03 Nov | Taxpayer account is inactive | |
| Business levy adjustment, Cedar Vale | Send collection notice | notice-send-20261015-05 | Failed | 28 Oct | Duplicate challan reference |
Demand to collection ships ready to use. 2 steps need a named approval before the work moves on: Approve demand (Assessment Reviewer) and Reconcile assessment (Assessment Reviewer).
Raise the taxpayer's demand with lines, accounts, net and tax amounts and evidence.
An independent reviewer decides the exact version submitted.
Approve the authority's assessment against the evidence on the demand.
Post the approved demand as a balanced journal in an open period.
Import the bank's verified payment once, by its provider event.
Apply the receipt to the taxpayer's posted demand within the amount due.
Open any accounting document to see its cash applications, the roles that work on it, its process stages and its approvals on one page.
Counterparty, Document date, Gross amount USD and Owner.
Each line is linked to this accounting document.
Assessment Officer, Assessment Reviewer and Collections Officer, each with their own permissions.
Prepare demand, with the role that acts.
Approve demand and Reconcile assessment, with who decides.
South Ridge Produce · Invoice
| Receipt | Document | Applied USD |
|---|---|---|
| Maple Hollow installment, Oct 13 | 2026 property tax assessment, North Quay | 870 |
| Cedar Vale levy payment, Oct 15 | Late filing penalty, Winding Creek | 590 |
| Winding Creek penalty payment, Oct 14 | Business levy adjustment, Cedar Vale | 230 |
Signed in as Assessment Reviewer
| Decision | Approver | |
|---|---|---|
| Approve demandAn independent reviewer decides the exact version submitted. | Assessment Reviewer | |
| Reconcile assessmentApprove the authority's assessment against the evidence on the demand. | Assessment Reviewer | |
| Approve accounting documents, tax assessments, journal entries | Assessment Reviewer |
Everyone opens Tax Collection System to the work that is theirs. Pick a role to see what it starts with.
Prepares demand, refund and adjustment documents with their lines and evidence, records authority assessments and posts approved documents.
This is the first screen this role sees.
Accounting documents · Assessment Officer
| Record number | Subject | Counterparty | Document type | Document date | Gross amount USD | |
|---|---|---|---|---|---|---|
| AD-35982 | 2026 property tax assessment, North Quay | South Ridge Produce | Invoice | 21 Oct | 670 | |
| AD-66334 | Business levy adjustment, Cedar Vale | Maple Hollow Services | Credit | 29 Oct | 370 | |
| AD-34983 | October sales tax demand, Birch Point | Pinefield Workshop | Expense | 16 Oct | 360 | |
| AD-40341 | Late filing penalty, Winding Creek | Winding Creek Hospitality | Adjustment | 26 Oct | 710 | |
| AD-97610 | 2025 assessment correction, Harbor Gate | Maple Hollow Services | Invoice | 11 Oct | 420 |
Independently approves, returns or rejects submitted documents, tax assessments and compensating corrections.
This is the first screen this role sees.
Tax assessments · Assessment Reviewer
| Parent | Jurisdiction | Assessment date | Assessed USD | Authority reference | Revision | |
|---|---|---|---|---|---|---|
| Payment allocation reversal, Pinefield | North Basin District | 22 Oct | 720 | ASSESS-2026-0412 | 720 | |
| Payment allocation reversal, Pinefield | Cedar County | 03 Nov | 80 | ASSESS-2026-0413 | 540 | |
| October sales tax demand, Birch Point | Westhaven City | 20 Oct | 150 | ASSESS-2026-0414 | 580 | |
| 2025 assessment correction, Harbor Gate | Pine Valley District | 14 Oct | 130 | ASSESS-2026-0415 | 630 | |
| 2026 property tax assessment, North Quay | South Fork Township | 03 Nov | 130 | ASSESS-2026-0416 | 90 |
Imports verified payment challans and applies them to the taxpayer's posted demands.
This is the first screen this role sees.
Accounting documents · Collections Officer
| Record number | Counterparty | Document type | Gross amount USD | Posting date | Posted at | |
|---|---|---|---|---|---|---|
| AD-28289 | Maple Hollow Services | Invoice | 370 | 20 Oct | 23 Oct | |
| AD-48879 | Pinefield Workshop | Credit | 930 | 18 Oct | 23 Oct | |
| AD-38798 | Winding Creek Hospitality | Expense | 280 | 18 Oct | 21 Oct | |
| AD-26160 | Birch Point Fabrication | Adjustment | 420 | 09 Oct | 13 Oct | |
| AD-90543 | Pinefield Workshop | Invoice | 470 | 16 Oct | 18 Oct |
Maintains the chart of accounts and accounting periods, reviews journals and closes periods.
This is the first screen this role sees.
Tax assessments · Revenue Accountant
Maintains organizations, taxpayers, team members and access without deciding demands.
Review assessed against collected amounts, outstanding demands, collections, assessments and the ledger.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 41 | ||
| Review | 30 | 73% | |
| Approved | 22 | 73% | |
| Posted | 15 | 68% |
Sample totals per stage
For each business partners taxpayer, compare posted invoice gross amount USD with cash applications applied USD, then by document.
List Posted invoice accounting documents with remaining amount by posting date age band.
Total verified cash receipts amount USD by received at month.
List verified cash receipts whose amount USD exceeds their total cash applications applied USD.
Total tax assessments assessed USD by Jurisdiction, then by Status.
List Credit and Adjustment accounting documents by Status with gross amount USD.
Total journal lines debit USD and credit USD by ledger accounts Type, then by Code and Period.
Count Draft, Review and Approved accounting documents by document type.
Count review decisions by Decision and Reviewer with reasons.
See how Tax Collection System fits your kind of team.
Raise and collect local taxes, licenses and levies with reviewed demands and bank challans.
Reconcile authority assessments with demands and keep collections on a balanced ledger by district.
Bill and collect license fees and levies with line-level tax and a clear refund trail.
Each stage of demand to collection names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Prepare and review demands, assessments and collections with Proto.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 17 tablesStart with one team and one process, then add the rest once the basics are running.
The scope is demands, assessments, review, ledger posting, periods, challan import and collection application. Banks, gateways, taxpayer portals and the main accounting system remain connected. The authority applies tax law and rates; Proto prepares configuration for review.
Bring offices, taxpayers, the chart of accounts, periods, open demands with lines and assessments, and recent receipts.
Pilot one tax type in one office. Raise demands through review and posting, import challans and apply them for a month.
Return a demand and approve the revised version. Reject an assessment with the wrong amount. Import a bank file twice. Apply an overpayment. Correct a posted demand. Post into a closed period.
Compare receivables, collections and period balances with the source and the bank. Obtain the revenue head’s acceptance and agree the rollback window before adding tax types.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Tax Collection System for your business. Pilot one tax type in one office: raise demands through review and posting, import challans and apply them for a month, then reconcile receivables and collections before adding tax types.
An Assessment Reviewer independent of the officer approves, returns or rejects the exact version submitted, with a reason.
Each assessment is approved only after its jurisdiction, date, amount and reference are checked against the evidence attached to the same demand.
Payments from banks and gateways arrive as verified receipts with a provider event ID. A receipt already imported is refused.
Yes. A receipt is applied within the amount still due, and any remainder stays unapplied until resolved.
Refunds and abatements are credit documents that pass the same review and posting as demands.
Yes, through a compensating journal in an open period that the reviewer approves. The original is marked Reversed.
Officers enter tax amounts on each line under the authority's rules. Rates and tax law are applied by your staff.
Ordinary manual use has no per-user charge under the platform policy. Imports, integrations, agent execution and other machine work consume prepaid credits; implementation is scoped separately. The pricing page lists the current rates.
Start free, then use Proto to change fields, steps and approvals before your team goes live.