acris e-recording for portal companies next steps september 11, 2013 29/11/2013
TRANSCRIPT
ACRIS e-Recording for Portal Companies
Next StepsSeptember 11, 2013
29/11/2013
Topics
• Significant Decisions Made• High Level Timeline• Questions and Comments on Guides
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Significant Decisions Made• Data Currently Collected by Cover Page is Required• Existing Services / Existing Model will be Extended• Solution will be Common for All Portal Companies• Tax Form Creation via Web Services Optional
- Tax Trans ID Required for Transfers (Deeds, etc.)- While Optional, Tax Form Creation via Web Services is not
recommended for the first phase due to timeline / resource constraints
• ACH is not currently available, but is being considered. Echeck payment for multiple transactions is supported. Payment can be made any time of the day.
• Transactions will not be recorded until paid in full.• Electronic Submissions will be Performed under Portal Company Account
and not under an individual’s Customer Account.
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High Level TimelineStart Dates of EtaxCoverPageWs EpaymentsWs Esubmission
Environment for Dev / Test 8/12/2013 (current service) 8/12/2013 (current service) TBD (no later than alpha deploy)
Initial Design 8/8/2013 8/9/2013 8/5/2013
Draft Specification 8/12/2013 8/12/2013 8/7/2013
Specification Public Review 8/23/2013 8/23/2013 8/23/2013
Finalize Specificiation 8/30/2013 8/30/2013 8/30/2013
Release Specification / Guide 9/6/2013 9/6/2013 9/6/2013
Development 8/26/2013 8/26/2013 8/26/2013
Alpha Deploy 9/20/2013 9/20/2013 9/20/2013
System Integration Testing 9/23/2013 9/23/2013 9/23/2013
Beta Deploy 10/4/2013 10/4/2013 10/4/2013
Second Beta / Release Candidate Deploy 10/11/2013 10/11/2013 10/11/2013
User Acceptance Testing 10/14/2013 10/14/2013 10/14/2013
Third Beta Deploy TBD (as needed) TBD (as needed) TBD (as needed)
Performance Testing 10/28/2013 10/28/2013 10/28/2013
Deployment 11/4/2013 11/4/2013 11/4/2013
EtaxCoverPageWs
EsubmissionWsEpaymentsWs
Portal Companies
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Open Discussion & NotesThe following items / issues were discussed
9/4/2013
• Comments and Questions on Specification Documents will be given to DOF by the close of business Friday 9/6. One set of questions has been received.
• Based on review, the expectation is that we will have a call to review comments and question on Wednesday 9/10.
• There is a desire to understand how an eCheck is processed and what information is transmitted so accounting departments can reconcile.
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Open Discussion & NotesThe following items / issues were discussed
9/11/2013• Include the NYCServ Team as possible in next week’s call.• Please provide a response to the provided guides by the close of business on 9/11. The
response may be one of three options: 1) you have no questions, 2) you need more time or 3) here are my questions on the guides.
• We suggest that you create tax forms and cover pages in the dev/test environment to better understand possible use cases. The ACRIS team will be able to perform back office processing to leave submitted transactions in the various states.
• For support in creating tax forms and cover pages, you may refer to the online help for additional details. Online help is available directly at the following URLs:
Etax = https://a836-acris.nyc.gov/AcrisHelp/ETax Cover Page = https://a836-acris.nyc.gov/AcrisHelp/CoverPage
Or linked from the URL http://a836-acris.nyc.gov/cp • The ACRIS team will also make the online help available in the dev/test environment. In the
dev/test environment the URLs will be similar to the above URLs with the server name a836-acris.nyc.gov replaced by acris.nyoss.com.
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