FREQUENTLY ASKED QUESTIONS
If I have the due day for a particular tax return let's say the 15th can your software calculate all the future due dates and account for weekends and holidays?
Yes absolutely, Akore Tax Calendar software with its built-in advanced tax due date calculation engine performs the automated processes to accomplish this for any tax return, business obligation and or internal deadline.
Is your software hosted?
Currently Akore Tax Calendar software is a client/server application and that lends itself to being very unique in that analysts can have several screens open at the same time (built-in toggle feature), speed is only limited to your on site local area network (LAN), no screen freezes or lockups, no keystroke delays, does not require any internet connection, all of your data & files are stored on your local windows server (not your desktop pc's), backups can be performed by your IT team and finally it can be customized if required (additional charges may apply).
Can my analysts record the tax type amounts paid like sales & use, property, income, VAT, GST/HST, Medicare and Social Security?
Yes, Akore Tax Calendar software provides the standard capability to record any tax type amount and they are fully reportable.
I have 6 staff members on my team and I know that between the 15th & 31st I have a large number of Returns due on any given day. How can I get a status on these without contacting each staff member directly?
Akore Tax Calendar Dashboard provides monthly, weekly and daily views of all current returns scheduled for filing. When you double click on any Return a pop-up window is displayed showing the progress (not started, in progress, completed & on hold) of each Tax Analyst in the workflow for the Return selected.
Other Calendar Software providers charge a re-occurring license fee per year for every legal entity I file or by geographical regions. How do you price your software?
We charge our customers a one-time perpetual license fee for unlimited filing entities Optional support & maintenance agreements are available after the initial coverage expires that includes a 1 year support & maintenance plan that provides updates, patches, on-line training classes, and live technical support.
We have a need for some sort of central file cabinet feature where we can electronically store our work papers and filed returns. We also need the flexibility to store any type of file format?
Akore Tax Calendar software includes a standard document management system that provides everything you need. Each document stored is date & time stamped, shows where it came from (c: or network drive) and the last user to access it. You can even check-out a document to edit and then check it back in.
What happens when I have an analyst on leave and I need to reassign their tax work load to another analyst?
No problem, Akore Tax Calendar software allows you to re-generate the returns with the new Tax Analyst in the work flow tasks under the specified Return. It takes less than 30 seconds and it’s only done once for any filing period date range.
Does Akore software provide EOM & Weekend functionality that we can control?
Yes, Akore Tax Calendar software has integrated EOM & Weekend rules that you control and activate if required. Akore also provides all the U.S. Federal holidays within its advance tax due date calculation engine component.
I received a Tax Notice from a local jurisdiction, is there any way to attach the Tax Notice to the Tax Return & record all the details?
With Akore Tax Calendar software you can scan and then upload the actual notice directly into the Return. Track any type of Notice, starting from the moment it's received and assigned till it's been resolved and closed. Store notes and log all incoming and outgoing calls related to the notice you received. Akore Tax Calendar is the only solution available today that provides this functionality.
Currently my Tax Department is using excel spread sheets for all of our Tax Returns. Do we have to re-enter all of this data into Akore Tax Calendar?
No, Akore Tax Calendar software has built-in import functionality allowing for migration of existing spread sheets directly into Akore Tax Calendar. To make it even easier our technology professionals will work with you on the migration of your existing spread sheets into AKORE Tax Calendar AT NO CHARGE.
We need a Tax Calendar solution that’s flexible; our Tax Department has some unique requirements? Great, Akore Tax Calendar software provides over 100 User Defined Fields, Customized Drop Down Menus, Custom Search Templates, and if you need something that’s not included in Akore Tax Calendar please let us know, we have added many features based on our customer’s requests and we value our customer’s suggestions! It’s what makes Akore Tax Calendar the go to solution for many Fortune 100/500 corporations.
Our Tax Department files several hundred returns each month, we need a solution that clearly shows a monthly, weekly and daily screen view of all current returns due, can you provide this? Missing just one (1) deadline could cost thousands in penalties & interest charges.
Yes, with Akore Tax Calendar Dashboard each Return Name is populated in color within the monthly, weekly and daily screen views based on a threshold being met (Amended, Current, Extended, Filed & Future) extremely easy to monitor Tax Return production progress. Double clicking on any Return quickly provides management staff a status on scheduled tax analyst workflow tasks associated with any given Return. Right click on any return and drill down to the return, file return, extend return or print. It’s all here in Akore Tax Calendar software.
How fast can my analysts locate their returns for any filing period within your software?
With just three (3) clicks an analyst can view all of their assigned/scheduled returns for any filing period date range. Double click on any return in this report screen and drill down to that selected return without closing the initial report screen.
Does your software track refunds & credits?
Yes it does, as a matter of fact we also track penalties and interest charges to.
Is this software just for tax departments?
No, we have customers who are using Akore Tax Calendar software in their compliance and accounting departments to track their own internal & external due dates. In fact Akore allows you to setup separate databases for each department if required at no additional cost.
Many times my Tax Analysts either receive or make calls in connection with a return and sometimes we lose valuable information since there no easy way to input, track and report on these types of calls, can AKORE help us?
Yes it can. When an Analyst receives or makes a call in connection with a return, they can log all notes pertaining to the call directly into the return, with each recorded call time & date stamped! You can also track and report on these calls.
Often our analyst while working a return need to input notes so other analyst and managers can view and take action as needed, can Akore help?
You bet, we have a dedicated area within each return where Tax Analyst can input notes directly into the scheduled return with each note being time and date stamped! You can also Track and Report on all notes entered within Akore Tax Calendar software.
It’s never something we like to admit but sometimes we make mistakes and finding these is often difficult and time consuming can Akore help?
Audit History is another valuable tool that Tax Management has to provide total accountability for all data entered under any Tax Return field. This robust and powerful feature helps Tax Management in managing, reviewing and quality control of the data entered by their Tax Analyst. Quickly see when a Tax Return field was updated or modified, inserted or created and deleted. This will help in Sarbanes–Oxley compliance issues.
We sometimes have issues with our Tax Analyst not alerting each other as their scheduled return production work has been completed and now the return needs to move quickly to the next scheduled Tax Analyst for additional preparation or review, can AKORE help?
Yes, Akore Tax Calendar Work Flow simplifies the internal communications between Tax Analyst when a scheduled task is completed and now ready for the next scheduled Tax Analyst action. Work Flow procedures trigger an e-mail to be automatically sent when a Tax Return Preparer has completed their work and now the Tax Return moves to the Reviewer or when the Reviewer completes and now it moves to the Approver for their action. These types of communications are crucial in meeting Tax Return deadlines and now fully automated within the Akore Tax Calendar Software.
Does Akore Tax Calendar provide custom reports?
Akore Tax Calendar software provides a wealth of customizable reports; by return due date, by EFT due date, by tax analyst, by country, by state, by city, by parish, by borough, by county, by return type and much more!! All reports can be exported to excel or pdf.
Can a CPA that's only handling personal taxes & financial reporting use Akore?
Yes, Akore Tax Calendar software provides unlimited filing entities here are a few examples: Corporations, LLC's, S-Corp., Partnerships, Sole Proprietors, Single Payer LLC's, Professional Associations, Professional Corporations, Cooperative Associations, Nonprofit Corporations, Unincorporated Nonprofit Associations and TIN's.
Does your company provide support & maintenance with your software?
We provide a 1 Year Support & Maintenance coverage plan with every Akore Tax Calendar software license purchase. It provides updates, patches, upgrades and LIVE TECHNICAL SUPPORT 24x7x365. Additional Annual Support & Maintenance agreements are also available to our customers upon request..