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Tax Filing and Processing

Increase compliant filings through better guided experiences

Criminal investigations. Disaster assessments. Adoption proceedings. Whatever the case, it can easily involve hundreds of forms and reports traveling between agencies and multiple meetings among interested parties, so that decisions can be made and actions can be taken. Current manual, paper-based systems hinder the speed and jeopardize the security of document processing, and the geographic dispersion of participants (including on the road) makes collaboration a scheduling nightmare.

Image of tax form 1040 Tax form Selection

To help people easily find the forms they need, provide an online experience with applicant-centric questions that guide a person through the process of selecting the right forms.

Related Adobe products: Adobe® Flex®, Adobe LiveCycle® Forms ES, LiveCycle Data Services ES

Image of woman with laptop Application Completion

Completing a tax form can be difficult, and this challenge is multiplied when numerous forms are part of a complete tax filing. Adding even further complexity is when numerous people are involved, which is common with most businesses. Enable citizens, businesses, or their tax representatives to start a tax filing online through a guided wizard or PDF form, which enables different people to collaborate on the tax filing before it is submitted.

Related Adobe products: Flex, LiveCycle Forms ES, LiveCycle Data Services ES, LiveCycle Reader® Extensions ES, LiveCycle Barcoded Forms ES, LiveCycle Content Services ES

Image of Submit button Form / Data Submission

Electronic filing and 2D barcode technology help minimize the errors and costs associated with manual data entry. Tax applications can be automatically checked for completeness, and calculations can be completed within the form, removing human calculation errors. Supporting documents can be scanned and attached to the application in PDF. Electronic signatures can be captured using an electronic signature pad; if a wet signature is required, a copy of the form can be printed, signed, and mailed.

Related Adobe products: Flex, LiveCycle Forms ES, LiveCycle Data Services ES, LiveCycle Reader Extensions ES, LiveCycle Barcoded Forms ES, LiveCycle Content Services ES

Image of woman reviewing an application Review and Auditing

Tax reviews can be very labor intensive, resulting in backlogs or not enough focus on complex cases. And there is often a lack of transparency in terms of where tax files are in the review process. With an automated workflow, forms can be routed through a predefined process that helps ensure accountability and transparency. With a dashboard that aggregates and organizes a taxpayer's case history, auditors can quickly review tax history within the context of current review processes. Multiple case documents can be combined into a single PDF Portfolio to be viewed in a self-contained "virtual file." Collaboration across agencies and with taxpayers leads to better assessments.

Related Adobe products: Flex, LiveCycle Forms ES, LiveCycle Process Management ES, LiveCycle Data Services ES, LiveCycle Content Services ES, Adobe Acrobat® Connect™ Pro

Image of person deliverying applications Correspondence

During the review process, decisions and requests for additional information can be quickly communicated in a compliant manner.

Related Adobe products: LiveCycle Forms ES, LiveCycle Process Management ES, LiveCycle PDF Generator ES, LiveCycle Output ES, LiveCycle Digital Signatures ES

Image of boxes of files Filing Metrics and Archival of Tax Filing

It is difficult to identify sources of backlogs and to prioritize cases based on complex criteria. Real-time collection of data and analysis of metrics aids in improved agency operations and changes to tax policies. It also enables better flagging of possible audit fraud and exceptions.

Related Adobe products: Flex, LiveCycle Forms ES, LiveCycle Data Services ES, LiveCycle Content Services ES

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I want a tax filing and processing solution from 4Point, the Adobe enterprise solution experts.

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