eTax services in Hawaii: Lessons Learned
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FTA Technology Conference Denver, Colorado Summer 2011 Hawaii Services/ Lessons Learned
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Presentation given in the Summer of 2011 at the Federal TAx Administrators Technology Conference in Denver Co
Transcript of eTax services in Hawaii: Lessons Learned
FTA Technology ConferenceDenver, Colorado
Summer 2011
Hawaii Services/ Lessons Learned
Overview• Introduction• History/ Background• Existing eServices• New services/ updates• Questions
Who Am I?
Russell Castagnaro, GM
Revised: 11/05/2010
• General Manager – eHawaii.gov• President of Hawaii Information Consortium, LLC
What is HIC?
Revised: 11/05/2010
• 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
NIC Portal States
Revised: 11/05/2010
How we started?
Realization
1997
Legislation• 1998, 2000 & 2007
RFPs to manage the eHawaii.gov• 1999• 2007
What makes up eHawaii.gov?
Access Hawaii Committee
State, Federal and County Partners
Hawaii Information Consortium, LLC
Businesses
Citizens
What We Do
Whole Lifecycle Web Applications• eCommerce/ eGovernment Applications• High-Value, Public Applications
Web Site Hosting (CMS)
Customer Service (web, phone, email)
Payment Processing (web & OTC)
Form Processing
Marketing/ Outreach
No state
funds were
used to
develo
p these
applicatio
nsHow We Operate
• Self Funded– We get paid via a small per-transaction 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.
History: Tax• We have focused on Consumers.
• For Business Activities…– General Excise, Transient Accommodations,
Withholding Taxes
No state
funds were
used to
develo
p these
applicatio
nsExisting eServices
• eFile – http://dotax.ehawaii.gov• Initial Tax Licensing – http://hbe.ehawaii.gov• Tax License Search – http://www.ehawaii.gov/tls• Find My Refund - https://tax.ehawaii.gov/hoihoi• UI tax/ Wage Reporting – http://hui.ehawaii.gov• Compliance Express – http://vendors.ehawaii.gov• Other Cross-Agency Sharing
eFileNet 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
Intake: Paper v. eFile
eFile Facts/ Factors
• Began in 2002• Marketing limited to occasional PR• No auto-calculation allowed *
Results• Free filings flow in…
No mark
eting allo
wed!
Results
Removed $2.50 Fee
Added Auto-Calc
Added $1.00 Fee
Results• Free filings flow in…
Remove $2.50 Fee
Added Auto-Calc
Added $1.00 Fee
Initial Tax Licenses
Initial Tax Licenses
Tax License Search
Tax Refund Search
UI/ Wage Reporting
UI/ Wage Reporting
Hawaii Compliance Express
Hawaii Compliance Express
• Over 20,000 Tax Clearances Processed Electronically in 2010.
• One virtual certificate = compliance with four agencies.
• Integrated with state’s procurement system.• Saves each vendor about two days.
Research
Tax Clearance: Paper v. HCE
Sort Requests
Deny
Issue
Create Letter
It is time to work with everyone…
•ConsumersSmall Businesses, Individuals with Rental Property
•ProfessionalsAccountants, Bookkeepers, Law Firms
And..
We apologize for ignoring you so long!
New Services• Bulk GE Tax filings
– October 2012 soft launch– $.50 per filing– Taxpayers have multiple payment options
New Services• Modernized eFiling
– Submit Personal Income Tax electronically via IRS– Replaces existing JELF program– Pilot begins in 2012– Options
• Include bank information.• Send link to taxpayer to pay online.
Enhancements: eFile• Improved UI• More Auto Calculation• New Voucher Payment System• Zero Payment Options• Reminders and Bounce Notices
Partnering with Our Customers
They will help us develop the new services that will make your business easier/ better.
Plan and Design
Make ChangesEvaluate
Gather
Feedback
Data Collection & Sharing
• Positioned well to collect and share data:– Tax Credits, Exemptions– Multi-agency data (collections, research)
Review• The eHawaii.gov program has enabled Tax to
provide many great services.
No state
funds were
used to
develo
p these
applicatio
nsReview
• Tax is focused on improving services to tax preparers and tax payers directly.
• Multiple services reduce the workload on tax and make taxpayers interactions easier.
• Goals for eFiling – 60% of business returns in 2012 – 75% of personal returns in 2013
