eCalendar

Background

eCalendar is a web-based solution designed to maintain a master list of indirect tax filing obligations, display the indirect tax returns due for a current month, track the completion status of the tax returns, record the payments made for tax returns, and record the amounts charged to the general ledger. eCalendar will also facilitate reporting around the indirect tax filing process.

Workflow

At a high level, the workflow of eCalendar can be described as a loop, with eCalendar reporting sitting outside of the circle.

At the beginning of every month, a user

  1. Generates returns to start the period.

  2. Performs a review of the tax returns outside of eCalendar. The tax return data is imported into eCalendar via files generated from external sources (Tax Return software, Excel workpapers, etc.).

  3. Performs a review of the tax returns outside of eCalendar. The tax return data is imported into eCalendar via files generated from external sources (Tax Return software, Excel workpapers, etc.).

  4. Locks the returns for the month

The cycle repeats at the beginning of a new month.  Once a period is locked, the data in that period can be reviewed, but not edited.  Reporting sits outside of the cycle as reporting on historical periods are always available.

Contact

If your customer would like to see specific functionality or has additional questions, contact:

  • Scott Billadeau
  • Principal
  • DSTax, LLC
  • (630) 862-9552
  • scott.billadeau@dstax.com