Planitax Corporate Tax Horizons ©

DATA COLLECTOR ™

For many tax departments, the real compliance challenge isn’t filling out forms and filing returns. The problem is gathering, validating, synthesizing, manipulating, and analyzing the massive amount of information required for preparing tax returns, planning, developing positions, and managing audits.

TAX OPERATIONS AND FILE MANAGER ™

The Planitax Tax Operations module provides several core capabilities that are utilized by every module in the Corporate Tax Horizons™ suite. These capabilities include:

• Planitax File Manager Module for Tax Document Management
• Administration and Configuration
• Contact Tracking
• Security and User Access
• Tax Project Management

GLOBAL ENTITY MANAGER ™

Planitax Global Entity Manager enables companies to manage complete, accurate records of their legal entity structure and related tax attributes.

TAX POSITIONS ™

Planitax Tax Positions helps companies manage compliance requirements including the recently released FASB Interpretation No.48, Accounting for Uncertainty in Income Taxes (FIN 48). FIN 48 is the Financial Accounting Standards Board's interpretation of FASB Statement No. 109, Accounting for Income Taxes.

TAX PROVISION MANAGER ™

Planitax Tax Provision Manager® will offer the ability to manage and control all relevant tax information and documentation needed to calculate the tax provision. The Planitax Tax Provision Manager® helps companies manage myriads of relevant tax data sources by providing sophisticated data import and account mapping functionality.

WORKFLOW MANAGER ™

For tax departments that manage a large volume of documents, juggle numerous deadlines, and have difficulty controlling information access and managing approval cycles, workflow automation can be a powerful solution. Workflow automates manual business processes and helps establish controls by moving tax data or documents through the review and approval process that has been defined by the tax department. Notifications, alerts, and sign-offs are automatically handled by the system, which reduces manual human intervention and delays.

R&D TAX CREDIT MANAGER ™

For many corporate tax departments, claiming the research tax credit is a time-consuming, tedious, and costly process that is simply not effective. Tax staff and consultants are consumed with mundane activities instead of adding strategic value. Binders of documentation take over conference rooms but still do not adequately address IRS requirements. The end result is that unclaimed credit is left on the table, excess cash is tied up in reserve accounts, and the IRS denies much of the claimed credit.

AUDIT MANAGER ™

Planitax Audit Manager enables corporate tax to manage audits more efficiently and with significantly improved visibility and results.