Employee Tax Return
Paperwork
Finance & Administration Use Case
Challenge:
Automate workflows for processing employee tax return forms and paperwork.
Solution:
- Self-service tax forms can be easily designed using the TAP UI, as needed.
- Forms can be automatically populated with data as they’re completed, or populated from other form and database sources.
- Workflows allow employees to process returns or obtain all documentation from employers (e.g. tax certificates, fringe benefits reports, pay slips).
- Easily customizable to meet exact enterprise needs, no matter how complex or simple.
- Workflows can be integrated with enterprise payroll systems to ensure correct tax withholdings have been paid to tax authorities.
- PDF version of watermarked tax returns can be sent along with estimate vouchers, filing instructions; manual or e-signatures can be requested and, once provided, trigger filing of the return.
- All workflow records, assets and documents are centrally stored in a secure Cloud repository.
Benefits:
- Automation of labor-intensive processes delivers massive efficiencies and savings for the organization.
- Centralized, easy-to-read dashboards optimize billable time and identify inefficiencies.
- Automatic notifications and alerts keep processes moving forward, and allow at-a-glance review of status and deadlines.
- Centralized secure archiving of all workflows, histories, assets and documents ensures compliance and headache-free audits.
- Accelerated and error-free processes drive improved employee morale.
- E-signature integration standardizes secure approvals.
“It allows us to automate incredibly manual processes, reduce email traffic, have an audit trail, and reduce the amount of time we need to spend training people on a particular process.”
Emily Tueben
Senior Legal Operations Manager, NetApp