ACRIS e-Recording for Portal Companies

Report
ACRIS e-Recording for
Portal Companies
Next Steps
October 30, 2013
10/30/2013
Topics
•
•
Significant Decisions Made
High Level Timeline
- Beta / Release Candidate Deploy
- UAT Ongoing
• Go Live Planning
10/30/2013
Significant Decisions Made
•
•
•
•
•
•
•
•
•
10/30/2013
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.
ACRIS Transaction transfer functionality will NOT be added to the first release of
the ACRIS Esubmission Web Services.
Other enhancements will be considered after the first release.
4
Portal
Companies
EtaxCoverPageWs
EpaymentsWs
EsubmissionWs
High Level Timeline
Start Dates of
EtaxCoverPageWs
EpaymentsWs
EsubmissionWs
Environment for Dev / Test
9/20/2013
9/20/2013
9/20/2013
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 Specification
8/30/2013
8/30/2013
8/30/2013
Release Specification / Guide
9/20/2013
9/20/2013
9/20/2013
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 10/15/2013
10/11/2013 10/15/2013
10/11/2013 10/15/2013
User Acceptance Testing
10/14/201310/21/2013
10/14/2013 10/21/2013
10/14/2013 10/21/2013
Third Beta Deploy
TBD (as needed)
TBD (as needed)
TBD (as needed)
Performance Testing
10/28/2013(TBD)
10/28/2013 (TBD)
10/28/2013 (TBD)
11/4/2013 11/11/2013
11/4/2013 11/11/2013
11/4/2013 11/11/2013
Deployment
10/30/2013
Go Live Planning
•
•
•
•
Electronic Submission Registration
E-Check ACH Debit Block
Portal Company MOU
Ramp Up Plan
- By document type
- By submitter
- By activity
• Other Concerns
10/30/2013
6
Electronic Submission Registration
You need to do all of the following in order to become a registered E-submitter:
• If you have not already done so, establish a NYC.ID account and become an ACRIS
registered user:
Select the Create Tax Forms/Create Cover Page option from the ACRIS Main Menu.
Click on the Create an Account button.
• If you have already established an account, Select the Create Tax Forms/Create Cover
Page option from the ACRIS Main Menu.
• Log in as a Registered User.
• On the Select ACRIS Profile screen, click the Register for E-submission button and click
OK.
• Print and complete the ACRIS Registered Submitter Registration Agreement and
Enrollment for eRecording Application and submit it.
• Receive an email approving your E-submission Registration Request.
Note that is not sufficient to just complete and submit the application.
10/30/2013
7
E-Check ACH Debit Block
• E-Check payments to the New York City Department of Finance are processed by
ClearTran as ACH debits. Some financial institutions offer a “Debit Block” service
for some banking accounts. A Debit Block is a restriction placed on a bank account
to prevent unauthorized debits to the account. A debit block must be removed
before an ACH Debit transaction can occur successfully. If you are unsure if your
bank account has a debit block, contact your financial institution for more
information.
• For ACH Debits, you may also provide your bank with the New York City
Department of Finance’s ACH Company ID and bank – 1136400434 / Bank of
America. This number allows your bank to identify the New York City Department
of Finance as an acceptable party to debit the account and bypass a debit block.
10/30/2013
8
Portal Company MOU
•
•
•
•
Does each portal company require?
Submission of drafts to DOF for review
Ability to revise
Timing
10/30/2013
9
Open Discussion & Notes
The following items / issues were discussed
10/23/2013
•
Go Live Planning should start now. Any concerns you have regarding planning or ramp up can
be addressed in private emails sent to [email protected]
10/30/2013
10
Open Discussion & Notes
The following items / issues were discussed
10/30/2013
•
•
•
•
Per page fees for Cover Page – Cover Pages are created and included in the transaction just
like paper submissions (as part of the preview action). As such the fees are the same including
the per page fees for the Cover Pages.
Electronic payment testing with test checking account and credit card numbers is expected.
The test checking account and credit card numbers are available in the dev/test resources site
http://acrissds.nyoss.com/ACRIS_WS_Resources/EPayments.
If you would like a walk through of the signup, contact us at
[email protected]
Address MOU as soon as possible. The questions to consider are:
•
Is an MOU required ?
•
Can the MOU be revised if it is required?
•
Can you start electronic submission without an MOU executed if it is required?
10/30/2013
11

similar documents