Gentax
This tool provides the instructions (step by step) on how to do functions in Gentax.
Help Manager
This springboard includes: Payment Plans and Garnishments.
Collection
This unique identifier begins with L
Letter ID
What is the BTCU Phone Number?
503-945-8100 opt. 3
What are the main tax programs that PIT collects?
Personal Income Tax, TriMet SE, and LTD SE
This section in Gentax, lists accounts you need to work on.
My Work
Four ways we can search for a customer in Gentax
Last Four SSN
Advises the customer of the tax to pay and includes any penalties/interest that has been added to their original tax pay amount? Bonus question: what does this unlock the ability for the customer to do?
Notice of Assessment. This letter allows the customer to setup a payment plan.
Which accounts are filed on the Form OQ?
(withholding payroll, statewide transit tax, lane transit district tax, trimet transit district tax, unemployment insurance, paid leave oregon)
What is the PUB 17 and Where can you locate it and how often is it produced and name of some information listed in it
Individual Income Tax Guide. DOR Public Homepage (Search). Yearly: Requirements for Filing and DO I have to file a return, Filing status information, Tax Rates for Personal income, Payment Options, Interest and Penalties.
A Unique Identifier to access a customer account in Gentax, that is internal to DOR Only.
ORID
Make Payments, Setup a Payment Plan, View Returns, Order Transcripts - Online
Revenue Online
Advises the customer that they have 30 days to pay in full or setup a payment plan.
Demand to Pay
What Months are in the 4th quarter of the calendar year?
October, November, December
Three types of PIT returns
OR Form 40 / N / P
What does PIT and TCS stand for?
Personal Income Tax and Tax Collection Section.
Blueprint for how we note in Gentax
Documentation Standards
This letter causes the bill item to stage to "Collection" allowing DOR to begin involuntary collections.
Collections Warrant.
This is the location businesses can file the Form OQ electronically
Frances
What are PAPS and Where do you locate them?
Policies and Procedures / Tax Collection Home (Sharepoint) - Under Internal Resources Link
This springboard includes all customer detail regarding all programs the customer is subject to at DOR.
Customer
What springboard involves the staging of an Account. Bonus (Name them some of them).
Progression Bar: New. Review. Collection. Call Taxpayer. Garnishment. Hold: (adjustment, promise to pay, temp uncollectible).
Letters that can be ordered in Spanish
Request for SSN (Tax Only), Demand to File (Tax Only), ACH Payment Agreement, Paid in Full, Financial Statement, Demand to Pay, Payment Agreement, Notice of Waiver (Tax Only), Pre-Assesement Coupons.
To be in compliance...
All required returns filed and up to date on payroll deposits in the current quarter
Failure to File assessment. A return that is filed by DOR using best information available, a return not filed by the taxpayer.