Hawaii Services/ Lessons Learned. FTA Technology Conference Denver, Colorado Summer 2011

Transcription

1 Hawaii Services/ Lessons Learned FTA Technology Conference Denver, Colorado Summer 2011

2 Overview Introduc>on History/ Background Exis>ng eservices New services/ updates Ques>ons

3 Russell Castagnaro, GM Who Am I? General Manager ehawaii.gov President of Hawaii Information Consortium, LLC Revised: 11/05/2010

4 What is HIC? Hawaii Information Consortium, LLC Subsidiary of NIC Inc (NASDAQ: egov) 20 employees, 37 partners Over 80 public applications 100% Government Focus Processed over $780M payments and 2M transactions last year Revised: 11/05/2010

5 NIC Portal States Revised: 11/05/2010

6 How we started? Realization 1997 Legislation 1998, 2000 & 2007 RFPs to manage the ehawaii.gov

7 What makes up ehawaii.gov? Access Hawaii Committee State, Federal and County Partners Hawaii Information Consortium, LLC Businesses Citizens

8 What We Do Whole Lifecycle Web Applications ecommerce/ egovernment Applications High-Value, Public Applications Web Site Hosting (CMS) Customer Service (web, phone, ) Payment Processing (web & OTC) Form Processing Marketing/ Outreach

9 How We Operate Self Funded We get paid via a small per- transac>on fee. No budget requests necessary. Very clear cash and data flows. Partner Funds can be used for important stuff. Support, Upgrades, Customer Support, etc.. are included.

10 History: Tax We have focused on Consumers. For Business Ac>vi>es General Excise, Transient Accommoda>ons, Withholding Taxes

11 Existing eservices efile hxp://dotax.ehawaii.gov Ini>al Tax Licensing hxp://hbe.ehawaii.gov Tax License Search hxp:// Find My Refund - hxps://tax.ehawaii.gov/hoihoi UI tax/ Wage Repor>ng hxp://hui.ehawaii.gov Compliance Express hxp://vendors.ehawaii.gov Other Cross- Agency Sharing

12 efile Net Income Tax N-3 Declaration of Estimated Income Tax for Corporations and S Corporations : Voucher 3 N-317 Statement by a Qualified High Technology Business (QHTB) Business Taxes G-45 General Excise / Use Tax Return G-49 Annual Return & Reconciliation of General Excise / Use Tax Return HW-14 Withholding Tax Return Payments N-126E Net Income Tax Payment GE- VP1 General Excise / Use Tax Payment WH-VP1 Withholding Tax Payment ICS-202 Tax Payment Voucher (CBV) VP-2 Miscellaneous Tax Payment Voucher Other A-6 Tax Clearance Application

13 Intake: Paper v. efile!"#$%& '($)#!!* +&#,)"-./#0 $"1./#02,# 30&4%- 3&"#)$5/6& 7$/5 3&"#)$5/6& 8/5& 7$/"#&"$"4& 32"-25/1$#& 7/-49 :$;&- </4&"-/"= >??5/4$#/2" ()24&--/"= #2 30&4%- H&?2-/#- 3255&4#/2" >,1/# K&/=0L2)!-5$"1- +&4&/C&D E2)# F G?&" 7$/5 I1/# F J$#40 H$#$ I"#)B 2)!@$=/"= +&4&/C/"= F E2)#/"= E&4#/2" H24,@&"# ()&?$)$#/2" E&4#/2" H$#$ I"#)BM!!E E&4#/2" 72"&#$)B 32"#)25 E&4#/2" I5&4#)2"/4 H$#$ E#2)$=& :&@?2)$)B E#2)$=& 2N +&#,)"- N2) O.&&%- E0)&1!:(E I<8MPI<8

14 efile Facts/ Factors Began in 2002 Marke>ng limited to occasional PR No auto- calcula>on allowed *

15 Free filings flow in Results

16 Results Added $1.00 Fee Added Auto- Calc Removed $2.50 Fee

17 Free filings flow in Results Added $1.00 Fee Added Auto- Calc Remove $2.50 Fee

18 Initial Tax Licenses

19 Initial Tax Licenses

20 Tax License Search

21 Tax Refund Search

22 UI/ Wage Reporting

23 UI/ Wage Reporting

24 Hawaii Compliance Express

25 Hawaii Compliance Express Over 20,000 Tax Clearances Processed Electronically in One virtual certificate = compliance with four agencies. Integrated with state s procurement system. Saves each vendor about two days.

26 Tax Clearance: Paper v. HCE Deny Sort Requests Research Issue Create Letter Mail

27 It is time to work with everyone Consumers Small Businesses, Individuals with Rental Property Professionals Accountants, Bookkeepers, Law Firms

28 And.. We apologize for ignoring you so long!

29 Bulk GE Tax filings New Services January 2012 soc launch $.50 per filing Taxpayers have mul>ple payment op>ons

30 Modernized efiling New Services Submit Personal Income Tax electronically via IRS Replaces exis>ng JELF program Pilot begins in 2012 Op>ons Include bank informa>on. Send link to taxpayer to pay online.

31 Enhancements: efile Improved UI More Auto Calcula>on New Voucher Payment System Zero Payment Op>ons Reminders and Bounce No>ces

32 Partnering with Our Customers They will help us develop the new services that will make your business easier/ bexer. Gather Feedback Plan and Design Evaluate Make Changes

33 Data Collection & Sharing Posi>oned well to collect and share data: Tax Credits, Exemp>ons Mul>- agency data (collec>ons, research)

34 Review The ehawaii.gov program has enabled Tax to provide many great services.

35 Review Tax is focused on improving services to tax preparers and tax payers directly. Mul>ple services reduce the workload on tax and make taxpayers interac>ons easier. Goals for efiling 60% of business returns in % of personal returns in 2013

36 " Questions? Russell Castagnaro