transaction privilege tax (tpt) simplification and legislation update lee grafstrom tax analyst...
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Transaction Privilege Tax (TPT) Simplification and Legislation Update
Lee GrafstromTax Analyst
League of Arizona Cities and Towns
October 17, 2014
Sandra SchillingActing Deputy
DirectorCity of Phoenix
TPT Simplification and Legislation Update
Agenda
TPT Simplification Project Update• Where We’ve Been• Where We Are Now• Where We’re Going• City of Phoenix Business Intelligence/Analytics
Legislative Trends
TPT Simplification Project Update
Where We’ve Been•City representatives and League working with Department of Revenue (DOR) since July 2013 on:
o Requirements Gathering System Report/Data Requirements
o Standardizing Configuration and Codingo Procedureso Data Matching
TPT Simplification Project Update
Where We’ve Been (Cont’d)•Audit/Enforcement•Collections•AZTAXES Modifications•Taxpayer Communication and Education•New Joint Tax Licensing (JT1) Form•New Tax Return (TPT1)•Location Based Reporting•Intergovernmental Agreement (IGA)
TPT Simplification Project Update
Where We Are Now•Audit
o Manuals Readyo Auditor Training Started October 1st
•License Enforcemento Ready to start training
•Working through IGA•Taxpayer Communication and Education•DOR making Changes to AZTAXES
TPT Simplification Project Update
Where We Are Now (Cont’d)•Governor Approved Delay of Implementation
o New Go Live of January 2016
•Moving forward with Audit for January 2015
•Moving forward with Enforcement Activities
TPT Simplification Project Update
Where We Are Now•2015 Business License Renewals
o Transition Year for Taxpayers All businesses asked to update Information through
renewal process Will be completed by DOR and all Non-Program Cities
o Data Cleansing Match and Merge
•DOR to perform license renewal process for 2016
Where We’re Going•Core Team put together of representatives from:
o 4 Non-Program Cities (Mesa, Peoria, Phoenix, Scottsdale)
o League of Cities and Towns o Multiple DOR Divisions (Technical,
Communications, Audit, Admin, Collections, License and Registration)
o Arizona Department of Administration Project Management
TPT Simplification Project Update
TPT Simplification Project Update
Where We’re Going•Core Team working on
o Project Plan Timelines, Milestones
•Transition Plan•Communications Plan•Technology Plan•Testing Plan•Reporting Plan
TPT Simplification Project Update
Where We’re Going•Data Match and Merge with DOR•New Joint Tax Application Form (JT1)
o Geo Coding•New Monthly Filing Form (TPT1)
o Online Bulk Filing•Weekly Cash Deposits and Reports/Data•Location Based Reporting for ALL Cities
Transition of all Administrative functionality to DOR in January 2016
TPT Simplification Project Update
City of Phoenix Business Intelligence/ Analytics (BI/BA) - Phoenix On Point (POP)•Proven Oracle product currently in use
o Solid Waste Division•Worked with DOR to revise current and add new “reports” and data•New “reports” will be standardized•Basic queries will be developed based on the Phoenix Needs Assessment
o All will be able to modify or customizeo No need to wait for IT
City of Phoenix Business Intelligence/ Analytics (BI/BA) - Phoenix On Point (POP)•Data Access and System Security
o Role Based Audit, Enforcement, Accounting, Executive
• Statuso Developing Dashboardso Generating Sample Datao Finalizing Report Schemas
TPT Simplification Project Update
TPT Simplification Project Update
POP Dashboard Sample
TPT Simplification Project Update
POP Dashboard Sample
TPT Simplification Project Update
Drill Down and Export Capabilities
TPT Simplification Project Update
City of Phoenix Business Intelligence/ Analytics (BI/BA) - Phoenix On Point (POP)
•What’s Next for Participantso Intergovernmental Agreement (IGA)o Initial Investmento Administered by League of Cities and Townso Will be calculated based on the number of participating
cities Maximum of $14,000 one time - Oracle Licensing Maximum of $3,000 annually for ongoing
maintenance and upgrades
TPT Simplification Project Update
Questions?
Contact Information
Lee Grafstrom Sandra Schilling AZ League of Cities City of Phoenix and Towns602-258-5786 [email protected] [email protected]