AT A GLANCEeTaxTrax® is a complete web-based software applicationdeveloped in-house by the BCIU software team. Thesystem is designed to handle both real estate and percapita tax billing and tracking. User–friendly screensthroughout the software make it easy to navigate andprocess information within an integrated system.

TAXBILLING

SOFTWARE

realestate

percapita

census

tracking

PER CAPITAThis module of eTaxTrax® is used to manage residentand household information for residents over the ageof 18 that are eligible to receive a tax bill.Features include:

• Residents can be moved from one household to another within the same school district to eliminate redundant data entry

• Bill history is maintained on the resident data screen

• Status codes can be used to define exemption status from school or municipal tax

• Standard report listings of resident/household information

About UsThe Berks County Intermediate Unit (BCIU) is aneducational service agency that helps childrenlearn and schools excel. It provides leadership,resources, training, and services to the schools,families, and communities of Berks County andbeyond. Services include alternative and specialeducation, child care, curriculum and staff development, and many others, including pupil transportation, printing and duplicating,joint purchasing, and public relations.

BCIU’s Office of Innovation and Technologysupports the core technology and operationalrequirements of the Berks County IntermediateUnit’s approximately 100 programs by ensuringthat staff members and programs have the necessary access to information, applications,and supporting technology. In addition, the office is responsible to the broader communityof technology users at our school district andmunicipal partners for providing support for applications, systems, and services integral tothe daily operation of those organizations.

FOR MORE INFO:1111 Commons Blvd. | P.O. Box 16050Reading, PA 19612-6050 | 610-987-2248

www.berksiu.org/eTaxTrax

REAL ESTATE This module of eTaxTrax® is used to manage propertyand owner information that becomes the source datafor tax bill creation. Features include:

• Property information can be maintained throughdata entry screens or mass uploaded through datafiles from an external source

• Property data includes identification of exemptproperties along with eligibility for Act 1 relief and installment coupons

• Detailed specialty items, such as fire hydrant orstreet light taxes, can be maintained by individualproperty or across a municipality

• Exception or Interim property information can bemanaged throughout the year for bill generation

• Reporting capabilities offer several standard reportsand a customizable data extract feature based onspecific user criteria

CENSUS This module of eTaxTrax® provides the ability tomanage resident and household information frombirth to death while maintaining the data necessaryfor per capita tax bill generation for the 18 andover resident population.Features include:

• Household information can be linked to property information in Real Estate by PIN number

• Households that are unoccupied can be managedas vacant until a new resident moves in

• Residents can be moved from one household to another within the same school district toeliminate redundant data entry

• Several standard reports are available, from household/resident information to preschool/student listings, including a standard enumeration mailer form that can be printedand distributed

• Students can be rolled over from grade to grade and school to school on an annual basis

• Bill history is maintained on the resident datascreen

• Status codes can be used to define exemptionstatus from school or municipal tax

Tax collections can be a complex process.We make it simple.

We make it simple.

Nov2017

managedata

SERVICES

BULK MAIL PROCESSINGWe can prepare your bills for bulk mailing anddeliver them to the post office for mailing.After processing your bills through our CASSsoftware, we can sort your bills into the neces-sary bundles and trays in accordance withpostal regulations. The bills are then mailedout on our postal permit from the ReadingPost Office. You can also use your own postalpermit with our CASS software and preparethe bills for delivery at your site.

we also provide:PRINTINGBCIU has a full-service printing and duplicat-ing department with state-of-the-art equip-ment. This includes black/ white and colorprinting/copying, along with folding/ sealingequipment. All of the bill forms generatedfrom eTaxTrax® are in PDF format and are designed to be printed on self-mailer paper.We can assist you with printing and processingyour forms, or they can be done at your location or by a third-party vendor.

MISCELLANEOUSThis module of eTaxTrax® is used to manageindividual municipal items such as garbageor water/sewer fees for bill generation.Features include:

• Several items can be assigned to a property to be included in the bill

• Items can be managed by property or across the entire municipality

• Items can be based on a flat amount or a calculated value

• Individual bills can be created in between regular billing cycles

FAST FACTSThe Berks County Intermediate Unit hasbeen providing a full complement of taxbilling services to school districts andmunicipal offices both in and outside Berks County for more than 30 years.

Our tax software team consists of tax support specialists, system analysts, andWeb developers that bring a wealth oftechnical expertise and tax experience to the application design.

Each module includes:

• many standard reports, along withcustom extract capabilities, that serve the needs of school districts and municipalities alike

• audit capabilities throughoutthe system to track user input and changes

• multi-tiered security allowingaccess to be controlled by individual menu option

• on-line help and supportavailable by phone or e-mail

ONESTOPSHOPFOR YOUR TAXBILLING NEEDS

TRACKINGThis module of eTaxTrax® is used to manage all bills generated within the system from any module. Bills createdoutside the system can be imported intothis module for tracking purposes.Features include:

• Bill payments can be entered individu-ally, in continuous mode, or in batches

• Unpaid bills can be exonerated, and previously paid bills can be refunded

• Aged bills can be marked as delinquent,tracked separately from current bills, and additional fees can be applied

• Data extract files are provided to mortgage companies and delinquent billcollectors and then files are re-importedto automatically post payments andeliminate data entry

• Inquiry tools allow users to research the history/status of a bill, create a Tax Certification, or reprint lost bills when needed

• Payments can be marked as insufficient funds when checks are returned from the bank

• Lockbox services are available if a banking institution collects the bill payments; daily files are automatically imported, and reports are available for reconciliation

• More than 20 standard reports including: Cash Receipts, Paid/Unpaid Bills and Installments, Delinquent Bills and Monthly Balance

• Integration with Magic Wrighter and Official Payments for online credit card payments

TAXBILLING

SOFTWARE

real estate + per capita bills

printing services + bulk mailing

lockbox file processing

credit card integration