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.

Planitax provides the first easy-to-manage, secure, and, most importantly, affordable software data collection solution—Planitax Data Collector™.

Planitax Data Collector streamlines the process of gathering requisite data for planning, calculating provisions and developing sustainable positions, and then defending those positions under audit. Data Collector contains pre-built configurable survey templates, a survey management tool, and reporting and analytics for better controlling and administering the process. This closed-loop integrated system can reduce your data collection cycle from months to weeks, eliminate time wasted synthesizing and manipulating data, and greatly improve information accuracy.

Data Collector is ideal for tax departments that:

Need more granular information than what corporate general ledger and financial systems capture
Have distributed systems and operations that make it costly and burdensome to gather information
Are concerned with accuracy issues and want to create a single version of the truth
Desire speed and certainty when later searching archived information during audits
Need to enhance controls to support internal policy or SOX compliance

Reduce Costly Errors. Improve Efficiency. Make it Easier on Everyone.

Secure Web-Based Surveys Improve Accuracy and Response Timeliness
Data Collector is the best solution available for gathering worldwide tax data rapidly, securely, and in the format required by tax. The software brings together the best aspects of email and spreadsheets into a secure, integrated Web-based survey solution. It comes with a series of pre-built survey templates to support common tax schedules and best practice processes. For example, you can use surveys to collect data such as trial balance, adjustment, state apportionment, fixed asset, and 5471 data. Once data is collected, you can use it for planning, calculating provisions and returns, developing solid and sustainable tax positions, and effectively defending positions under audit.

Easier on Tax. Easier on Survey Participants.
Data Collector streamlines activity for all participants involved in the process. From an administrative perspective, the entire survey process is streamlined for you—from creation (either using our standard library of templates as a starting point or creating your own unique templates), to data review, to distribution, to response tracking. The survey process is monitored through indicators displayed in the dashboard-style view, making it easy to track and monitor survey status. For the preparers, surveys are intuitive and designed for ease and convenience. Numerous tools are provided to assist in completing surveys, including on-line help, FAQs, and access to prior period survey responses. At any point in the survey preparers can save their work, allowing them to return and finish at a later time. And because Data Collector is secure and Web-based, respondents can access surveys remotely and whenever it’s most convenient for them. Having all these features in a single integrated system provides you with more timely, accurate, and detailed tax data without the downside of having to manipulate massive amounts of information from various sources.

Enhance Your Internal Controls
Data Collector improves your internal controls and data management policies on a number of levels. Standardized best practice survey templates and validation features improve accuracy and visibility by enabling you to gather data contemporaneously at the source. Additionally, the system can track audit trails of all data modifications so you’ll know who changed what and when they changed it. Lastly, data security and confidentiality is enhanced through built-in user authorization levels.

Use Data Collector as an Integrated Module Within the Planitax Horizons Software Suite
Data Collector is one of several software modules in the Planitax Corporate Tax Horizons™ suite. Based on your needs and budget, you can use Data Collector either as a standalone system or as an integrated solution with other Horizons modules such as Global Entity Manager and Audit Manager.

Built on Proven Planitax Survey Technology
Data Collector was built using the same core survey technology that has been powering our R&D Tax Credit Manager module for the past five years. Throughout that time, our clients have surveyed thousands of employees in locations around the world.