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- Tax Collection System
- Who it's for
- Regional tax administrations
Regional tax administrations
Regional and state tax administrations issue assessment orders across districts and collect through many banks. Assessments must match the demands raised, and refunds and abatements must be justified. The ledger must balance by period and district.
How Tax Collection System is set up for you
Assessments by jurisdiction
Record each order's jurisdiction, date, amount and reference against its demand.
Evidence-based approval
Assessments are approved only against the attached order.
Refunds with evidence
Credits for overpayments and abatements pass the same review as demands.
Several offices
Each office keeps its own taxpayers, accounts and periods.
Regional and state tax administrations issue assessment orders across districts and collect through many banks. Assessments must match the demands raised, and refunds and abatements must be justified. The ledger must balance by period and district.
Start with one district office and one tax type. Load taxpayers, accounts and open demands, reconcile a month of assessments and collect through one bank. Compare assessed and collected totals with the existing register before adding districts.
[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.
- Admin
- Maintains organizations, taxpayers, team members and access without deciding demands.
Set up Tax Collection System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.