New Jersey Division of Taxation Remote Access System Presented by: Robert Shickora

15th Annual FTA Conference and Exhibition Applying Technology to Tax Administration August 15-18, 1999

History n In the beginning…. Purchased for AuditPurchased for Audit Piloted primarily by FieldPiloted primarily by Field n Evaluation…. ExpansionExpansion –Investigations –All other appropriate personnel n Investment…. Upgraded softwareUpgraded software Increase licensingIncrease licensing Application developmentApplication development

User Access from any Location n Short term goal Allow User to Access Necessary Records and Files from Anywhere at AnytimeAllow User to Access Necessary Records and Files from Anywhere at Anytime Through Consolidation and Telecommuting Reduce Fixed Office SpaceThrough Consolidation and Telecommuting Reduce Fixed Office Space n Long term goal Paperless AuditsPaperless Audits ElectronicElectronic Communication Communication by All Staff by All Staff New Jersey Nashville, TN

Up and Running n Approximately 230 People on Board Now n Anticipation of over 400 employees on-line

The System n Two step dial-in procedure Step one Connect to New Jersey WANStep one Connect to New Jersey WAN Step two Connect to the Division of Taxation Interface allowing access to Network ServicesStep two Connect to the Division of Taxation Interface allowing access to Network Services

Once You Have Gained Access n Mainframe n GroupWise n CCH and Premise n Internet n Imaging n Low to Medium Volume File Transfer

Mainframe Access n Immediate Access to Taxpayer Records n Access to Online Adjustments if Necessary n Ability to Print Documentation

Imaging n Instant Access to Imaged Copies of Returns n Ability to Verify Accuracy of Division Records

GroupWise n n Calendar n Scheduling

Calendar and Scheduler n Individually Keep Track of Appointments, Notes, TasksKeep Track of Appointments, Notes, Tasks n Supervisory Schedule Group and Individual MeetingsSchedule Group and Individual Meetings Assign TasksAssign Tasks Track Personnel Working in FieldTrack Personnel Working in Field

n Send and Receive Messages InternallyInternally Internet CapableInternet Capable n Send and Receive Attachments

CCH n State Tax Reporters n Multi-State Information n Federal Information

CCH Search n Basic Retrieves Documents Containing All of Your SearchRetrieves Documents Containing All of Your Search n Plain Language Type in a QuestionType in a Question or Conceptor Concept n Advanced Boolean (And,Or andBoolean (And,Or and Not) Not) Proximity ConnectorsProximity Connectors (Within ? # of Spaces or Words) (Within ? # of Spaces or Words)

Premise n NJ Laws n NJ Regulations n NJ Court Cases n Access to WestLaw for Extremely Current Information

Premise Search n Searches available Fields TemplateFields Template Term SearchTerm Search Natural LanguageNatural Language

Internet n Verification n Verification of Taxpayer Information LocationLocation PhonePhone number n Nexus n Nexus Issues

New Jersey Division of Taxation HomePage n Gateway to Taxation Services

The Director n Our Web site was Redesigned to be More User Friendly Important Information Can be Accessed Easily Through The UseImportant Information Can be Accessed Easily Through The Use of Multiple Links of Multiple Links Page Layout ConsistentPage Layout Consistent –Large Format Print –Bright Colors –Minimal Scrolling

Organizational Chart n Interactive

Future Goals n Real-Time Communication With Field Offices n Electronic Communication for all Offices and Personnel n Audit Activities Conducted From Whatever the Location of the Auditor n Resolve Technical Problems Remotely n Paperless Audits n High Volume File Transfer

Contacts n Presenter – Robert Shickora – (973) n Divisional Systems Coordinator – John D’Errico – (609) n Remote Access Project Manager – Edward Czaplinski – (609) n Outside Technical Consultant – Mike Rubright –P C Network Inc. – (609) ext.. 110