BUYER’S GUIDE

Which PTM Product Is the Right One for Your Business? We get it. You have options when it comes to selecting a Payroll Tax Management solution, and we’re here to help with that process. PTM has a wide range of products, allowing you to choose one that suit your needs best.  Plus, we are well known for helping our clients’ transition to our other options as their needs change.  We don’t try to fit everyone into one box.  We provide a solution that wraps around how you run your business. With PTM, every client has a voice, and we are often developing custom program changes as part of our overall service.  If you have a unique integration need or specific programming need, let us know. A Payroll Tax Management Buyer’s Guide only makes sense to truly assist our clients with understanding where to get started. So here you are.  If you still find yourself struggling with which product to select, just give us a call at (855) 591-9863 or Contact Us directly.

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FlexTax® ELS FlexTax® Hosted FlexTax® PayTax® Plus
Enterprise Level Software Cloud-Based Software SaaS Solution Full Service
General
Compliance for Federal, State, all Locals, and U.S. Territories
Process files from leading payroll software platforms
Complete control over tax processing
$50 million Crime Bond Protection
SSAE 16 and financial audits
Automated EFT Enrollment
Dedicated SME during implementation and training
Software and Database maintenance
Automated System Updates
Tax System Compliance Updates
Daily
Setup and Maintain Clients via File Imports
Manage SUI Rate Exchanges
Work-Flow Dashboards
User-friendly searches and available customizable Excel reporting
Creates signature-ready POA Packages
Tracks tax notices and amendments
Amendment Filing and Tracking
Automatically create ACH impound and payment files
Create, print, and reconcile checks
PTM resolves all tax notices and agency communication
Automated client setup
Customizable train-as-you-go implementation
Automatically schedule and Pay taxes
Dedicated Account Representative
Electronic payments tracers and cancelled checks indexed in system Optional Optional
Prevent errors and omissions with numerous diagnostic reports
Funding
Complete control over impound account
Utilize multiple banks for disbursements and collections
Automated Bank Reconciliation
Prevents duplicate payments and filing
NSF tracking
Quarter and Year-End
Automates QE, YE and W-2 processing
Save time and increase accuracy with bulk and online filing
Detailed Client QE Packages with easy-to-read forms
Flexible reporting and filing options
Track and process zero payments and filings
Electronically signed checks and returns
optimized for bulk and electronic payment and filing
Agency-tested and approved files and returns
Client, Agency and filing data system reports
Quarter End pre-test available
Employer and Employee W-2s
Complete audit performed during QE
QE Audit Automation and tracking
Additional Services
Pay and File Wage Attachments
Canadian taxes in addition to U.S.
Advice of Debit Notification
Special Project Handling
Multiple Worksite Reporting Optional Optional
ACA Compliance Optional Optional Optional Optional
1099 s Optional Optional Optional Optional