Download - eTax services in Hawaii: Lessons Learned
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FTA Technology ConferenceDenver, Colorado
Summer 2011
Hawaii Services/ Lessons Learned
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Overview• Introduction• History/ Background• Existing eServices• New services/ updates• Questions
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Who Am I?
Russell Castagnaro, GM
Revised: 11/05/2010
• General Manager – eHawaii.gov• President of Hawaii Information Consortium, LLC
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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
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NIC Portal States
Revised: 11/05/2010
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How we started?
Realization
1997
Legislation• 1998, 2000 & 2007
RFPs to manage the eHawaii.gov• 1999• 2007
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What makes up eHawaii.gov?
Access Hawaii Committee
State, Federal and County Partners
Hawaii Information Consortium, LLC
Businesses
Citizens
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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
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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.
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History: Tax• We have focused on Consumers.
• For Business Activities…– General Excise, Transient Accommodations,
Withholding Taxes
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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
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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
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Intake: Paper v. eFile
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eFile Facts/ Factors
• Began in 2002• Marketing limited to occasional PR• No auto-calculation allowed *
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Results• Free filings flow in…
No mark
eting allo
wed!
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Results
Removed $2.50 Fee
Added Auto-Calc
Added $1.00 Fee
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Results• Free filings flow in…
Remove $2.50 Fee
Added Auto-Calc
Added $1.00 Fee
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Initial Tax Licenses
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Initial Tax Licenses
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Tax License Search
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Tax Refund Search
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UI/ Wage Reporting
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UI/ Wage Reporting
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Hawaii Compliance Express
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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.
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Research
Tax Clearance: Paper v. HCE
Sort Requests
Deny
Issue
Create Letter
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It is time to work with everyone…
•ConsumersSmall Businesses, Individuals with Rental Property
•ProfessionalsAccountants, Bookkeepers, Law Firms
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And..
We apologize for ignoring you so long!
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New Services• Bulk GE Tax filings
– October 2012 soft launch– $.50 per filing– Taxpayers have multiple payment options
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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.
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Enhancements: eFile• Improved UI• More Auto Calculation• New Voucher Payment System• Zero Payment Options• Reminders and Bounce Notices
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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
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Data Collection & Sharing
• Positioned well to collect and share data:– Tax Credits, Exemptions– Multi-agency data (collections, research)
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Review• The eHawaii.gov program has enabled Tax to
provide many great services.
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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