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Commercial Off The Shelf Single Point Electronic Filing (COTS SPEF) Project
Commercial Off The Shelf Single Point Electronic Filing (COTS SPEF) Project
Donna Hockensmith
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Draft MissionDraft Mission
COTS SPEF reduces employer burden by simplifying the processes of the quarterly filing state and federal tax and wage reports and making associated payments
COTS SPEF provides guidelines and standards for the development of e-file software for the calculation and transmission of a uniform record that satisfies the employers’ state and federal obligations
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Draft Project GoalsDraft Project Goals
Facilitate adoption of a standard electronic transmission format by state agencies
Facilitate development of business solutions, such as World Wide Web applications and integrated payroll-accounting/reporting/tax payment software packages
Facilitate an electronic transmission for paying and single point of filing for quarterly tax & wage data in each state
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Single Point Filing of Forms W-2 Improvement: This project was successfully demonstrated and is entering the implementation phase in conjunction with SSA
Single Point Paper Filing Initiative (Montana): This project was successfully demonstrated and is expanding to the entire state
Single Point Electronic Filing Initiative (Iowa): This project was successfully demonstrated, but lack of available software moves implementation to COTS SPEF
Related ProjectsRelated Projects
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ApproachApproach
Seek software developers and payroll service providers to partner with federal agencies (e.g., the IRS) and states in a consortium for research and development
Define requirements and common standards for data transmission
Provide a mechanism for single transmission for reporting federal and state tax and wage information
Explore possibilities of electronic payment of federal and state taxes paid with a return
Test single point transmission to location(s) determined by the consortium
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Major MilestonesMajor Milestones
Sent participation invitations to states and District of Columbia (1/2000)
Issued announcement for commercial partners (3/2000)
Identified state partners (4/2000)
Identified commercial software developer/payroll service provider partners (5/2000)
Conducted two COTS SPEF Partner Meetings (6/2000, 8/2000)
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State PartnersState Partners
– Connecticut
– Illinois
– Iowa
– Massachusetts
– Maryland
– Minnesota
– Montana
– New Jersey
– New York
– Pennsylvania
– South Carolina
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Commercial PartnersCommercial Partners
– CashTax
– FileYourTaxes.com
– GovConnect
– Intuit
– National Information Consortium (NIC)
– Nationtax
– Oracle
– Paychex
– Ultimate Software
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COTS SPEF Original ConfigurationCOTS SPEF Original ConfigurationCOTS SPEF Original ConfigurationCOTS SPEF Original ConfigurationCOTS SPEFCOTS SPEF
Single Point Electronic Filing Using State Portal
Employer COTS SPEF
IRS
StatePortal
datadata
dat
a
acknowledgment
ackn
ow
led
gm
ent
acknowledgment
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COTS SPEF Alternative ConfigurationCOTS SPEF Alternative Configuration
Distributed Single Point Electronic Filing
Employer C0TS SPEF
IRS
State
Assumptions:- State & Federal Must Accept Individual Filers- Facilitates Multi-State Future Expansion
COMMONSTANDARD
Single Point
data
data
data
acknowledgmentacknowledgment
acknowledgment
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Next StepsNext Steps
Determine standards and requirements
Demonstrate and analyze COTS SPEF prototype solution
If successful, recommend implementation of single point electronic filing prototype solution
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COTS SPEF Project ContactCOTS SPEF Project Contact
Donna Hockensmith, Project [email protected]
Check out the STAWRS Web site at http://www.biztax.gov/projects.htm for updates on COTS SPEF
