acris e-recording for portal companies next steps october 9, 2013 10/09/2013
TRANSCRIPT
ACRIS e-Recording for Portal Companies
Next StepsOctober 9, 2013
10/09/2013
Topics
• Significant Decisions Made• High Level Timeline
- Beta / Release Candidate Deploy- UAT Next Week
• Follow Up Items on the Q&A Document- Answers to Questions for ClearTran- Open Items
10/09/2013
Significant Decisions Made• Data Currently Collected by Cover Page is Required• Existing Services / Existing Model will be Extended• Solution will be Common for All Portal Companies• Tax Form Creation via Web Services Optional
- Tax Trans ID Required for Transfers (Deeds, etc.)- While Optional, Tax Form Creation via Web Services is not recommended for
the first phase due to timeline / resource constraints• ACH is not currently available, but is being considered. Echeck payment for multiple
transactions is supported. Payment can be made any time of the day. • Transactions will not be recorded until paid in full.• Electronic Submissions will be Performed under Portal Company Account and not
under an individual’s Customer Account.• ACRIS Transaction transfer functionality will NOT be added to the first release of
the ACRIS Esubmission Web Services.• Other enhancements will be considered after the first release.
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High Level TimelineStart Dates of EtaxCoverPageWs EpaymentsWs EsubmissionWs
Environment for Dev / Test 9/20/2013 9/20/2013 9/20/2013
Initial Design 8/8/2013 8/9/2013 8/5/2013
Draft Specification 8/12/2013 8/12/2013 8/7/2013
Specification Public Review 8/23/2013 8/23/2013 8/23/2013
Finalize Specification 8/30/2013 8/30/2013 8/30/2013
Release Specification / Guide 9/20/2013 9/20/2013 9/20/2013
Development 8/26/2013 8/26/2013 8/26/2013
Alpha Deploy 9/20/2013 9/20/2013 9/20/2013
System Integration Testing 9/23/2013 9/23/2013 9/23/2013
Beta Deploy 10/4/2013 10/4/2013 10/4/2013
Second Beta / Release Candidate Deploy 10/11/2013 10/11/2013 10/11/2013
User Acceptance Testing 10/14/2013 10/14/2013 10/14/2013
Third Beta Deploy TBD (as needed) TBD (as needed) TBD (as needed)
Performance Testing 10/28/2013 10/28/2013 10/28/2013
Deployment 11/4/2013 11/4/2013 11/4/2013
EtaxCoverPageWs
EsubmissionWsEpaymentsWs
Portal Companies
10/09/2013
Follow Up Items on the Q&A DocumentThe following items need additional discussion
• Original Submission and Processed XML- After Processing Submitted XML is Returned as Processed XML
with each Document Identified as Compliant or Non-Compliant- Processed XML provides:
= Document Level Errors= Document IDs
• Re-submission of Cover Page Details- Management of Documents within a Transaction- Releasing a Tax Transaction for Editing- Documentation of Suggested Practices- Impact on Timeline
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Follow Up Items on the Q&A DocumentThe following items need additional discussion
• Multiple Payments per Transaction - Current Payment Interface does NOT Support Partial Payments- Need for the ability to make partial payments?- As needed might be able to add in time for 11/4 deploy
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Open Discussion & NotesThe following items / issues were discussed
9/25/2013• Preservation of the time line is preferential to adding transfer functionality; with this in mind
web service enabled transfer functionality will not be added at this time• Expectation is that in most cases all interaction will be managed through Portal Company
application
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Open Discussion & NotesThe following items / issues were discussed
10/09/2013• Single eCheck of Full Amount is Acceptable• There are still some outstanding questions regarding payment reconciliation• Federal Liens Documents are NOT currently supported by the ACRIS EtaxCoverPageWs
interface
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