1. Tax Collection System
  2. Get started
Get started

Get Tax Collection System running in four steps.

Start with one tax type and one office the revenue team can reconcile in a month.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Tax Collection System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Tax Collection System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Download Proto and describe your office, the people who prepare, review, collect and account, and the taxes you collect.

Prepare the first operating cycle

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.

  • Offices, taxpayers and their codes.
  • The chart of accounts and the year’s periods.
  • Demand types with their line accounts and tax treatment.
  • Open demands, assessments and recent receipts.

Review before release

Return a demand and approve the revised version. Reject an assessment with the wrong amount. Import a bank file twice. Correct a posted demand and try to post into a closed period. Invite the pilot team with the agreed roles, confirm reviewers and limits, and release the reviewed configuration. Expand once the first month closes cleanly.

Read the implementation plan and pricing.

Set up Tax Collection System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started