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.

Planitax Workflow Manager is a Web-based workflow solution that automates a wide range of repeatable tax processes that involve task assignments, document routing, reviews and approvals, notifications, and progress tracking. The solution is fully integrated with and available across all Planitax Horizons modules, including Tax Operations, Entity Manager, Audit Manager, and Data Collector. With Workflow Manager, tax departments save time, improve productivity, enhance visibility, and strengthen internal controls.

Workflow Manager is ideal for tax departments that:

Manage a significant volume of activities, projects, and deadlines that require reviews and approvals from multiple participants
Require better visibility into activities and issues that impact both global tax operations and individual jurisdictions
Have dispersed tax personnel in multiple offices, cities, or countries, or use external consultants who share documents and information and collectively manage activities
Have experienced costly delays, or missed deadlines from lengthy approval cycles or an inability to track project progress
Need to strengthen internal controls, such as audit trails or securing who has access to what information and who is authorized to make changes

Improve Efficiency, Visibility, and Controls

With the Planitax Workflow Manager you can standardize processes and eliminate inefficient manual steps to better meet critical deadlines, improve project status visibility, and establish controls and security around the flow of information across your tax department.

Built Specifically for Corporate Tax

Planitax Workflow Manager is a tax-specific workflow solution. Unlike generic workflow solutions that need extensive customization and ongoing maintenance to address tax requirements, Planitax Workflow Manager provides a pre-built library of tax-specific workflow processes that are based on best practices. By providing these out-of-the box templates, Planitax enables you to easily tailor them to your specific department needs and see results immediately.

Save time and reduce delays

Workflow Manager saves time and improves department efficiency by automating administrative work such as assigning tasks and routing information (e.g., workpapers, compliance filings, and audit responses) for review and approval. Workflow Manager also automatically records status changes and updates fields as key steps in the process are completed. In addition the system automatically generates e-mail notifications throughout the cycle based on user actions to keep processes on track.

Improve visibility into tasks and projects

Workflow Manager provides task and project visibility that previously has been unavailable. Automatic system updates keep status current, producing more reliable and accurate insight. In addition, information is stored in one central location which improves accessibility and eliminates the need to check multiple systems such as e-mail and calendaring.

Create and strengthen internal controls

Workflow Manager tracks all status updates and approvals, providing an audit trail of activity. In addition, the system employs role-based security that restricts access to ensure that only those who are authorized to view, update, and approve information are able to do so.

Leverage E-mail and Other Software You Already Use

Workflow Manager builds on the familiarity and utility of e-mail and other systems already used by Tax, but delivers much broader and deeper capabilities that strengthen internal controls, enhance visibility, and continuously improve tax department efficiency.

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