tier 3 latap training. latap login screen registering a business a taxpayer will click on the bottom...

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TIER 3 LATAP TRAINING

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Page 1: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

T I E R 3

LATAP TRAINING

Page 2: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

LATAP LOGIN SCREEN

Page 3: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

REGISTERING A BUSINESS

• A taxpayer will click on the bottom ‘register a business’ link

Page 4: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

REGISTERING A BUSINESS

• The registration process is a step-based process marked with a legend to help the taxpayer along:

• Yellow is still required and green is optional. We do have a ‘required’ message pop up now.

Page 5: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

VERIFYING ADDRESS

• Taxpayers will validate their address against USPS like we do now within DELTA.

Page 6: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

NAICS IS NOW A REQUIRED FIELD

• They can search by keyword or provide a description of their business.• They will be notified that their registration will take

longer if they choose this option

Page 7: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

REGISTERING MULTIPLE TAXES

• Taxpayers can now register for multiple taxes on one screen in LaTAP. Depending on how the taxpayer answers the questions, different

Page 8: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

LATAP CUSTOMER SPRINGBOARD

Page 9: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

LATAP ACCOUNT SPRINGBOARD

Page 10: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

UPDATING INFORMATION

• A customer can update their location address, mailing address and set up a payment source

• ‘I Want to’ is account specific and relays information that a taxpayer may be interested in

Page 11: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

NOTICES AND LETTERS

• Taxpayers can view some of their letters on their LaTap account

• They can also send and receive notices from LDR.

• Note: this functionality/permissions are still being determined

Page 12: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

RETURNS AND PAYMENTS

• Customers can easily see their past returns, periods needing attention, filing returns, and making a payment

Page 13: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

FILE A RETURN

• Depending on the return, it is either a simple one-page view or a step-based process.

Page 14: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

MAKING A PAYMENT

• Immediately after a return is posted, a payment screen pops up to allow the taxpayer to submit a payment quickly and easily.

Page 15: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

CHECK VIEW

Page 16: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

ACCOUNT TYPES

Master• All access on the customer level on TAP• Can only have one per customer• Has access to managing logons• Can have any type of Access Level associated with it

Account Manager• All access on the customer level on TAP• Has access to managing logons• Can have any type of Access Level associated with it

Page 17: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

ACCOUNT TYPES

View• Cannot edit/add anything on the customer level on

TAP• Gets to see what’s going on• Does NOT get to do anything

Page 18: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

ACCOUNT LEVELS

File/Pay• Basically has full access to the account level on TAP• Can file returns, submit payments, file for IFTA decals,

file for tobacco stamps, edit/add names and addresses, etc. . .

File• Can only do filing related activity on the account level

on TAP• Can file/edit/withdraw returns and edit/add names &

addresses• Cannot submit payments, IFTA decal or tobacco stamp

requests

Page 19: TIER 3 LATAP TRAINING. LATAP LOGIN SCREEN REGISTERING A BUSINESS A taxpayer will click on the bottom ‘register a business’ link

ACCOUNT LEVELS

Pay• Can only view things on the account level in TAP• Cannot add/edit/submit anything