These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Tax Collection System
- Who it's for
- Municipal revenue offices
Municipal revenue offices
City and municipal revenue offices raise demands for local taxes, trade licenses and levies, collect through banks and online gateways, and account for every amount. Staff are few, taxpayers are many, and auditors expect each demand to show who prepared it, who approved it and how it was paid.
How Tax Collection System is set up for you
Taxpayer register by ward
Keep each taxpayer with a code and record jurisdictions on assessments.
Reviewed demands
Every demand is approved by a reviewer independent of the officer.
Bank challans
Payments arrive from the bank with their event ID and are applied to the right demand.
Monthly close
Post approved demands into open periods and close each month.
City and municipal revenue offices raise demands for local taxes, trade licenses and levies, collect through banks and online gateways, and account for every amount. Staff are few, taxpayers are many, and auditors expect each demand to show who prepared it, who approved it and how it was paid.
Start with one tax type, such as trade licenses, in one ward. Load taxpayers and open demands, raise the next cycle through review and posting and collect a month of challans. Reconcile receivables with the bank before adding tax types and wards.
[Plan the rollout](/tax-collection-system/implementation), [review the modules](/tax-collection-system#modules), and [compare the source data](/tax-collection-system/data-model).
Features to start with
Collections
Import verified payment challans and apply each one to the taxpayer's posted demands.
Taxpayer Demands
Prepare demand, refund and adjustment documents for each taxpayer with line-level net and tax amounts.
Tax Assessments
Record each authority assessment against its demand and approve it only against the attached evidence.
Roles on the team
- Assessment Officer
- Prepares demand, refund and adjustment documents with their lines and evidence, records authority assessments and posts approved documents.
- Assessment Reviewer
- Independently approves, returns or rejects submitted documents, tax assessments and compensating corrections.
- Collections Officer
- Imports verified payment challans and applies them to the taxpayer's posted demands.
- Revenue Accountant
- Maintains the chart of accounts and accounting periods, reviews journals and closes periods.
Set up Tax Collection System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.