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Microsoft solutions for Tax Revenue Management are designed to improve the Tax Agencies operational
efficiency as well as to enable ease of paying taxes and improve citizens ability to comply. This typically
results in improved tax revenue, more satisfied tax payers, reduced processing times or costs as well as
potentially improved transparency.
Tax Revenue Management refers to all the core services, applications, processes that Tax Agencies use to
collect, view, modify, model and securely access the data, at the same time we need to also consider
modernization services required to improve the efficiency, productivity, transparency, reliability of the current
services used by stakeholders (citizens, businesses, tax agencies or tax consultants), enabling for example, self-
service, intelligent reporting (report builders, dashboards, e citizen information), powerful search engines, easy
connection, improved analysis ability, etc.
Our overall portfolio of solutions for Tax Revenue Management also englobe some of our partners solutions,
which enable us to provide our clients with a comprehensive set of solutions which range from e services such as
e-invoices, e-filling, e-forms, e-payment, to smart portals, mobile tax apps, Taxpayer e-Identity solutions, etc.
Each Tax then has its own requirements, which might also differ by country, in terms of:
- Registration requirements
- Tax returns
- Payment application rules
- Penalty and interest rules
- Notices, letters
- Billing stages
- Collections procedures
- Refund rules
- Audits
- Reports, etc
Thus, implementations will differ from country to country but 1) our solutions will be highly configurable to
the customer needs (also supported by global to local Partners solutions) and 2) we will strive to implement
evolution on the basis of our guiding principles which we high-lighted in the introduction, 3) our solutions -
wherever relevant- will adapt to central, state & local needs, facilitated by our cloud and API logic, despite
differences that are summarized below:
Despite these differences, a Tax Revenue Management solution will have similar Core Processes and Support
Functions, as illustrated by one of our partners Fast Enterprises:
Microsoft reference architecture detailed below is guided by our Vision:
The following architecture is our way to bridge the typical client processes into the system components
workloads and products. Microsoft architecture considers the fact that customers have already existing
systems in place as well as heterogenous environments into which we need to integrate. This can easily be
done via an API approach and Cloud services enhance Microsoft interoperability, connection and
consumption of data from diverse sources and in diverse formats.
This architecture should be helpful to your MCS or STU counterparts to pitch our overall vision on Tax &
revenue management.
It highlights:
- Inputs & Outputs
- Core processes and Supporting Functions
- Channels of communication internally and externally
- Data connections
Tax Revenue
Management Product
portfolio & mapping
From a product
standpoint, the table
below illustrates a
mapping of the various
solutions for Tax
Revenue Management to
our products. The hero
products on this solution
category are Dynamics
365 (to enable the 360o
taxpayer view, the
modernization in the case
management, the
accounting) as well as Azure/ Data platform (to enable e-commerce services, reporting, access security, EMS,
OMS, etc).
As mentioned in the introduction, countries have different maturity levels, which translate into different
priorities or IT focus and forces each of us to understand our exact client position/maturity to best pitch the
solution scenarios. These are a few examples:
- US: the IRS offers best practices when it comes to Audit management and Risk assessment; tax
inspectors are a great population to address initially as they are still heavy paper reliant, so
modernization services should be relevant. Also tax consultants are important players in the value
chain and our ability to leverage API in the cloud can be a great facilitator.
- Germany: as a wealthy country, taxpayer satisfaction and transparency are more important objectives
to go after than trying to improve the efficiency in tax collection, which is already high.
- LATAM, CEE and MEA: have many emerging countries where moving from paper to digital as well
as building a centralized/connected infrastructure such as National taxpayer registry, to taxpayer
identity, tax data exchange, building tax workforce capacity are areas to address. Professional training
initiatives such as Tax Academy driven by the Greek Ministry of Finance or Tax app Dev Hub driven by
the Australian Tax Organisation are good practices to refer to. The same topics will be relevant for
India and some of the APAC countries.
- WE, UK, France, Canada, China and mature APAC countries tend to focus on personalized taxpayer
services, self-compliance taxation via automated processes, integration of tax system with banking
system, fraud and error detection and tax evasion in cross border initiatives. Another focus is the
environment tax which aims at reducing carbon emissions generated by taxpayers individuals (cars) or
companies (factories e.g.).
Key roles to target on the Central and Regional levels are illustrated by the functional org chart.
In Central Governments, targeted Customers are Tax & Public Finances, Revenue Authorities subordinated in
most cases to Ministry of Finance.