Let TriTech provide the skilled employees that are trained on premium tax return preparation
Able to treat TriTech as an extension of your own tax department
Eliminate busy season staffing headaches
Eliminate the need for temporary employees to hire
No more stressing your tax department by borrowing employees and making them work through multiple busy seasons
No training time needed for new staff
Free up staff to work on planning, tax savings, and process improvements
Remove staffing bottle necks
No tax software packages to learn or dedicated staff person to install them
Gain control of your year-end work
TriTech can customized the preparation, review, and processing of your returns to fit your needs.
You receive a dedicated client support manager to work with you throughout the year. One point of contact for all your needs
Customized Management Reports created for you
Disaster Recovery in place!
Paperless: No more paper file cabinets needed, everything is electronic
Electronic copies of all your returns and support documents sorted by ear, company, and state
Secure 24/7 website access from any computer with fire wall and backups in place
Returns easily stored on your network and/or CD copies
Easy to locate prior year returns and documents and send them electronically
Gather your premium tax related data Just like every year.
We will need: Your NAIC diskette file, Schedule T, guaranty fund credits, other credit/fees that need to be included for each state, overpayments available/prepayments made to date, income tax data, and anything else that you normally include in your returns.
Prior year returns to understand your needs better
Tritech offers a method to track where the returns are in the process and what still needs to be done and target date for completion.
Tritech will post a prepared return for your review or the final filed return (if we review)
You can then print and mail or
Let us print on that colored paper or duplex and mail the returns to you
We will sign, notarize, and file, too!
Tritech can even e-file and prepare payments
TriTech services combine the cost saving of Co-sourcing with the efficiencies of technology to deliver the most innovative and complete tax processing solution.
Our state-of-the-art, intuitive software-including real-time tracking tools-makes managing the process simple.
Our professional staff will place them all in a web-based tax binder that you can access at any time from virtually anywhere in the world. The result is tax preparation thats faster, more organized and far less painful.
We address the staffing issues insurance companies face each year by providing technical (tax expertise), clerical (document management), and data entry personnel.
Well documented policies and processes.
Processes and workflow are improved through the use of technology
Service levels are constantly tracked and improved over time.
Data never leaves the USA.
Disaster recovery will be much easier as all information is digitized.
All documents are captured and stored digitally.
Take the initial steps to moving to a paperless office.
At the end of each year we do a quality review looking for possible tax savings.
A tax binder is created and made avaiable to you online so that you may download it for reference and storage. This will include all return material and documentation used to prepare each jurisdiction.
We handle most amendments as necessary in most cases.