CSC PTMS PROPERTY TAX SOFTWARE

Property tax software CSC PTMS® supports the entire property tax life cycle, automating return filing, assessment validation, tax payments, forecasting, accruals, and document management.

Share data with multiple departments or outside vendors, reduce redundancies, shorten processes, automate notifications, and more.

Whether you’re a newly established business wondering how to best manage your property tax obligations, or an existing corporation seeking to expand your business lines or geographic footprint, CSC has the software solution to meet your needs.

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Streamline return filing

Automation slashes the time you need to devote to returns and minimizes overtime.

Jurisdiction tax data

Preloaded jurisdiction tax data reduces information-gathering and research time.

Prevent overvaluation

Historical data and one-step property value calculations ensure proper valuation.

Accrue for tax liability

Update accruals with the best estimate for each accrual period using preloaded tax rates and depreciation schedules.

Accounts payable (AP) integration

Accounts payable interface exports payment requests to any AP system.

Batch

Quickly filter groups of assets and perform mass updates with bulk editing tools.

BUSINESS PERSONAL PROPERTY

Property tax software CSC PTMS supports state and local returns across a multitude of industries and jurisdictions, calculates asset values using the assessor’s calculation method, warns users of upcoming tax bills, takes the pain out of forecasting and accruals, and more.

Manage your business personal property tax work with a single solution and eliminate instances of late filings—no matter your size, industry, or how you’re assessed. Our customers save on average 78% of the time they’d otherwise spend on property tax tasks.

  • Identify asset changes, including transfers, new acquisitions, and disposals, automatically upon import into CSC PTMS

  • Easily split assets into multiple categories and ages or across multiple returns

  • Track each step in your property tax process with property tax workflows

  • Proactively manage property tax tasks and deadlines

  • Access status reports, analytics, and custom key performance indicators (KPIs) quickly

  • Eliminate redundant annual cleanup

  • Automatically depreciate assets according to assessor calculation tables

  • Receive alerts for missing or over-assessed value notices and tax bills

  • Easily eliminate non-assessable costs

  • Manage tax liability with built-in abatement and exemption tracking

  • Access preloaded tax-related information, including calculation methods, tax rates, and due dates from thousands of jurisdictions

  • Auto-populate jurisdiction facsimile forms with your data

  • Break out non-assessable costs, such as software, installation, and sales tax from assets with CSC PTMS tools

  • Easy-to-use tax payment process allows for automatic feeds to any AP or AR system

  • Apportion tax amounts to asset records for easy customer invoicing

  • CSC PTMS provides tools for painless, accurate projections, accrual true-ups, and journal entry creation

REAL PROPERTY

CSC PTMS manages property and parcel data, flags overvalued properties for protest, tracks tax bills, creates check requests, automates tax forecasting and accruals, and more.

Manage your real property tax work with a single solution and save on average 78% of the time you would otherwise spend on managing your portfolio.

  • Identify asset changes, including transfers, new acquisitions, and disposals, automatically upon import into CSC PTMS

  • Quickly apportion tax amounts back to tenants and divisions

  • Easily split assets into multiple categories and ages or across multiple returns

  • Facilitate better collaboration with other departments or outside vendors

  • Eliminate data entry for inputting value notices and tax bills with available Optical Character Recognition (OCR) tools

  • Track each step in your appeal process with customizable workflows

  • Proactively manage portfolio management tasks and deadlines

  • Access status reports, analytics, and custom KPIs quickly

  • Automatically depreciate assets according to assessor calculation tables

  • Receive alerts for missing or over-assessed value notices and tax bills

  • Track all appeal events, results, and costs using appeal management tools

  • Manage tax liability with built-in abatement and exemption tracking

  • Access preloaded tax-related information, including assessment ratios, tax rates, and due dates from thousands of jurisdictions

  • Auto-populate jurisdiction forms with your data

  • Break out non-assessable costs, such as software, installation, and sales tax from assets with CSC PTMS tools

  • Easy-to-use tax payment process allows for automatic feeds to any AP or AR system

  • Apportion tax amounts to asset records for easy customer invoicing

  • CSC PTMS provides tools for painless, accurate projections, cash flow analyses, accrual true-ups, and journal entry creation

  • Audit log ensures data integrity and Sarbanes–Oxley compliance

INDUSTRY-SPECIFIC SOLUTIONS

  • MANUFACTURING AND HEAVY INDUSTRY

    CSC PTMS manages the complexities faced by manufacturers in tracking, valuing, and reporting their personal and real property. CSC PTMS is flexible enough to calculate values on your property to accurately reflect true fair market value, using both jurisdiction calculation tables, user-defined methods, and abatement or exemption rules.

    • Break out non-assessable costs, such as software, installation, and sales tax from assets

    • Split assets into multiple categories and ages or across multiple returns

    • Calculate values, manage accounting or accrual processes, or generate reports using external data by pushing data in and out of spreadsheets without needing to import or export

    • Calculate asset values using a combination of assessor calculation tables, exemption or abatement rules, idle equipment factors, or other user-defined calculations

    • Receive alerts for missing or over-assessed value notices and tax bills

    • Track all appeal events, results, and costs using appeal management tools

    • Quickly apportion tax amounts to asset records for easy customer invoicing, division, or cost center accounting

    • Generate accruals and forecasts at any level, e.g., state, plant, cost center, division, tax bill

    • Audit log ensures data integrity and Sarbanes–Oxley compliance

  • STATE-ASSESSED AND COMPLEX PROPERTY

    For state-assessed industries, each property tax return can represent a substantial investment of time and resources—from tracking unique asset values to preparing balance sheets and financial information—each return can take months to prepare. CSC PTMS helps users reduce manual compliance tasks so they can spend more time focused on minimizing taxable liability.

    • Generate state- and locally-assessed facsimile returns for virtually all industries across the United States

    • Analyze anticipated taxable value using depreciation or unit-value methods; distribute linear assets across jurisdiction lines

    • Calculate asset values using a combination of assessor calculation tables, exemption or abatement rules, idle equipment factors, or other user-defined calculations

    • Break out non-assessable costs, such as software, installation, and sales tax from assets

    • Split assets into multiple categories and ages or across multiple returns

    • Calculate values, manage accounting or accrual processes, or generate reports using external data by pushing data in and out of spreadsheets without needing to import or export

    • Generate accruals and forecasts at any level, e.g., state, plant, cost center, division, tax bill

    • Track all appeal events, results, and costs using appeal management tools

    • Audit log ensures data integrity and Sarbanes–Oxley compliance

  • LEASED PROPERTY

    How much time each year do you spend reconciling assets, filing returns, and invoicing property tax to customers? How much tax are you failing to recover because leases terminate before the tax bill arrives? CSC PTMS helps users minimize manual compliance tasks so they can stay focused on the bottom line.

    • Generate returns for any leased asset by jurisdiction, assessor account, address, or other user-defined group

    • Automatically identify asset changes, including transfers, new acquisitions, cost changes, and disposals upon import

    • Tracks lease and vehicle information for use in generating returns, customized reports, and customer invoices

    • Break out non-assessable costs, such as software, installation, and sales tax from assets

    • Calculate asset values using a combination of assessor calculation tables, exemption or abatement rules, idle equipment factors, or other user-defined calculations and quickly apportion tax bills to assets

    • Automatically validate mailing, assessor, and collector addresses, as well as billing jurisdictions, to each asset address

    • Receive alerts for missing or over-assessed value notices and tax bills

    • Forecast leasing-specific lease-term tax estimates and end-of-lease tax estimates

    • Connect to AP and AR systems for an easy-to-use tax payment process

  • TAX CONSULTANTS

    Managing your clients’ property tax compliance needs is extremely complex—from understanding the unique needs of each industry to managing ever-changing jurisdiction requirements—tax consultants experience every property tax scenario possible. CSC PTMS is an all-encompassing system that prepares returns for virtually every industry—from state-assessed utilities to small retailers.

    Automate your tax compliance processes so you can focus on saving your customers money and growing your business.

    • Eliminate redundant annual cleanup

    • Access preloaded information from thousands of jurisdictions, including tax returns, calculation tables, tax rates, and due dates

    • Auto-populate state and local jurisdiction facsimile forms with client data

    • Input value notices and tax bills using available Optical Character Recognition (OCR) tools to eliminate data entry

    • Break out non-assessable costs, such as software, installation, and sales tax from assets

    • Calculate asset values using a combination of assessor calculation tables, exemption or abatement rules, inflation and deflation factors, or other user-defined calculations

    • Receive alerts for missing or over-assessed value notices and tax bills

    • Track all appeal events, results, and costs using appeal management tools

    • Quickly apportion tax amounts to asset records for easy customer invoicing, division, or cost center accounting

    • Automatically recalculate accruals and forecasts based on new information; generate forecasts and accruals at any level; track accrual account balances over time

    • Ensure data integrity and Sarbanes–Oxley compliance with an audit log

    • Connect to AP and AR systems for an easy-to-use payment process

ADVANCED FUNCTIONS FOR CSC PTMS

Document for PTMS

Boost workforce efficiency and collaboration with a document repository that organizes tax documents and syncs them with records in CSC PTMS.

Capture for PTMS

Reduce keystrokes and minimize errors by pulling data from tax bills and assessment notices and automatically push that information into CSC PTMS.

Analytics for PTMS

Create complex reports using data stored in CSC PTMS together with external data sets. Visualize tax data in powerful ways and schedule your custom reports to be delivered to the right people at the right time.

SERVICES

Bridge Services

Bridge services connects CSC PTMS customers with product experts who perform work on their behalf, short-term.

Ideal for managing unexpected leaves of absence, seasonal activity, or fast-approaching deadlines.

CSC PTMS customers are responsible for providing guidance on their areas of need, as well as final approval on the work performed on their behalf.

  • Preparing returns

  • Processing bills

  • Importing values

  • Setting up assessment classifications

  • Onboarding new property

Professional Services

CSC PTMS software consultants work alongside our customers to help them maximize their software investment and realize measurable performance improvements in their tax compliance operations.

General areas of focus

  • Process review, optimization, and best practices

  • Custom workflow design and process management

  • Special projects and specialized training

  • Systems integrations

  • Reports and queries

Specific areas of focus

  • Managing new acquisitions or corporate reorganization

  • Changes to source systems or import configurations

  • Custom utilities or automation solutions

  • Reconciliation issues with property and accounts

  • Management or process changes

INTEGRATIONS AND CUSTOM UTILITIES FOR CSC PTMS

Utilities for CSC PTMS

  • CHECK REQUESTS AND ACCOUNTS PAYABLE INTERFACES

    Accounts payable interfaces and hard-copy check requests can be designed to meet the data and layout requirements of your Accounts Payable department as well as Sarbanes–Oxley, ensuring the strength of all internal controls and the security of all data transmissions to and from your accounting systems.

  • TAX REIMBURSEMENT REQUESTS

    Whether you billback taxes to lessees, real estate tenants, or any other third party, interfaces can be designed to tie-in with any internal system used for managing tax reimbursements.

  • CUSTOM REPORTS

    Reporting requirements are unique to each business. Custom reports can be built to ensure that specific information can be quickly and easily exported out of the system in whichever data format you require.

  • ASSET NUMBER REPLACEMENT

    If your company has recently implemented a new fixed asset system or lease management system, you may require this utility. It replaces existing asset numbers in CSC PTMS with new numbers by applying a user lookup table containing the original number and the corresponding new number to perform the replacement.

  • SITE CODE REPLACEMENT

    This utility replaces existing site codes in CSC PTMS with new codes by applying a user lookup table containing the original code and the corresponding new code to perform the replacement.

  • LEASE NUMBER REPLACEMENT

    If your company has recently implemented a new lease management system, you may require this utility. It replaces existing lease numbers in CSC PTMS with new numbers by applying a user lookup table containing the original number and the corresponding new number to perform the replacement.

  • COMPANY DELETION

    If your company has recently undergone a major structural change, you may require this utility. It deletes unwanted enterprises and companies and all their related data from CSC PTMS.

  • AUTOMATED AP EXPORT

    The automated AP export utility eliminates the need to manually perform AP exports from PTMS and streamlines the AP process. You may also require a custom utility to reformat the extracted data to meet your AP system requirements.

  • CUSTOM UTILITIES

    We can also create custom utilities to address any other company-specific objective. Examples include updating data within CSC PTMS from outside sources and custom data extracts from within CSC PTMS.

CSC PTMS AND ANYBILL

Print returns

Package returns

Mail returns

FAQs

  • I’m a relatively new CSC PTMS user looking for additional training. Where do I go?

    We offer a variety of training courses to provide you with the knowledge and skills you need to successfully manage your compliance processes. Our courses allow you to work either with a trainer or at your own pace, and with your own company data whenever possible, to provide a realistic experience.

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  • What kind of software training do you provide?

    We deliver training content in a variety of formats. The on-demand library contains prerecorded tutorials covering myriad topics; live training webinars take place monthly. Virtual classroom training is conducted by a software trainer and takes a one-on-one approach, as does in-person classroom training that’s held at our office in San Diego, California. We also offer custom on-site training and will tailor a curriculum to meet your needs and preferences.

  • I heard about an annual user conference. When is it?

    CSC PTMS hosts a user conference each year in the fall, usually in September – October. If you’re interested in attending or sponsoring, please reach out to your CSC client relationship manager and they’ll direct you to the conference organizers.

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