Welcome Property Managers & Guests

Shhh!!! Just to remind you that Resort Tax is confidential information and can not be shared. The information in this presentation is fictitious.

Topics to Discuss: Resort Tax Program Tips/ Suspect Accounts Advertising Websites Website Owners Blocked Calendars 5 % Tax Increase Questions/ Suggestions

Resort Tax Program

Adding Sub Users

Once you login, click on your Edit Profile under your Taxpayers Menu. This will take you to your Edit Profile screen.

Under the information there is a link that says View/Manage Sub Users

It will take you to the Sub Users screen and you can add a sub user by clicking on the little man by link that says add a new sub user

It will give you this screen showing where you can enter in your sub user information. Enter in the information and click on Save Sub User

It will show all sub users, usernames and s.

This means that these individuals can login and file returns under their username.

Sorting by Name & Account Number

When in the account, click on the monthly return this will display list of subaccounts.

If you are wanting to sort by NAME click on Managed Account Name

It will sort by the name on the account.

If you are wanting to sort by ACCOUNT number click on the Acct # NOTE: When you first enter in your return, it should sort by Account Number

It will sort by account number.

Changing Owners Names (Nicknames)

When in your account click on View Sub Accounts

It will show a listing of all the properties that you manage. To edit the names click on EDIT to the right hand side

It will do a drop down screen where you can enter in the “nickname” that you prefer and click the update button.

It will display the “nickname” on the sub account screen and on your return.

Pending/ Schedule Payments ** You can only use scheduled payments if you pay online**

When in the account, click on the monthly return that you are trying to file.

It will bring up your property list and you can enter in the monies collected for each property and click submit at the bottom of the page.

It will take you to the payment screen and you click on the first payment choice to pay online.

Once in the screen you are able to set up the scheduled payments by changing the date in the Scheduled On box and click submit.

You will get this screen confirming your scheduled payment and on your account screen it will show you have a pending payment.

Having a Credit

You will notice you have a credit on your account screen and you will see to the right, under your balance due, a credit amount.

You can use your credit when you pay by submitting your monies and on the payment screen click on Use Credit and it will ask if you want to use the credit for this return and click ok.

It will give you a receipt of the payment made and if you still need to pay the remaining balance click on the Enter Payment link under your taxpayers menu.

How to Save a Coupon…

When entering monies collected and you are interrupted you can save your return by clicking on submit.

It will take you to the Enter Payment screen and to return to the default screen, click on View Account. Once you are ready to continue remitting, click on the return you were working on and continue to submit and pay.

Inactive Letters This letters are used after a property comes off a management lists and the property manager states that this property is no longer under their management. We send it out to confirm what the status of the account is and if it comes back to us as it is not being rented we do a field check to confirm.

Resort Tax Suspects & Advertising Websites

Receiving Tips Resort Tax Evaders Hotline (941)

We start our Resort Tax suspects by having people submit tips using our anonymous tip hotline. This tip line can be located on our website by the FOR RENT icon or they are able to call and leave a tip on the tip line

When a tipster clicks on the Resort Tax Evaders icon on our website it will take them to this screen. This is where they can enter in the information they are wanting to submit.

Once a tipster submits a tip we will receive an showing us the information that was submitted.

Other ways to receive tips We also use sources such as; Craigslist Vacation Rental Websites Field Deputy Visits (Park Audits) Phone Tip Call ins

Craigslist

We use craigslist to search for vacation rentals in the Manatee County area.

Vacation Rental Websites

We search the web for vacation rentals in the Manatee County area and check to see if they already have an account with us.

Field Deputies (Park Audits) We have field deputies that go out and do park audits to renew park decals. When they arrive on the property they ask to speak to the owner and if the person states that they are a tenant for short term they report it back to us.

With the information we receive from the tips we go into our Excise program and search to confirm if they have ANY kind of account. Once we see they do not have a current account we start a suspect account.

Creating a Suspect Account

We add or reactivate an account in the resort tax system and show it as a Suspect Account using the information we collected from the tip submission.

Once we have created a suspect account we go out to do a field check to confirm if there is a short term renter in the unit. We use this form to fill in information we acquire while we are out in the field. We try to get as much information as we can to help out our investigation.

Once we have completed our field check, we like to go back and attach it to the account. In Excise we are able to attach documents to certain accounts. This allows us to go back and see what information was acquired on the field checks.

When we have discovered that there is a short term renter in the property we start by sending out our suspect letters.

Suspect Letters

These letters were created by our Resort Tax Team. They tell the owner that we have discovered they are renting out their property short term and informing them there is a tax due for short term rentals.

If we are unable to get a hold of the owner, or they refuse to pay the tax, there are two more letters we send out.. DID The second one is just another reminder letter stating we are aware they DID rent their property out due to our field checks. The third letter is a letter of assessment. We would then do our best to evaluate what we think the property would be rented for in that area. The responsibility is on the owner to prove us wrong.

Just a little FYI We started in FEB Since then we have had: 129 Suspect Accounts  35 of them have become Active Accounts  Collected $9, dollars and counting

Website

In October 08, we came up with a way to make our website easier for our taxpayers. This is what we have determined. To get to the new page click on the Resort Tax link under the quick links to the left of the page. It will take you to the Resort Tax Page.

This is what our new screen looks like…

Each section has their own personal application and link to the Resort Tax program. Here is what the Property Managers link looks like.

The New Application When you click on the application under your category it will take you to a newly updated application. Note: This application is for NEW Property Managers

This is the first screen you see asking to enter in the total amount of properties under your management.

It lets you enter in the information for your management company and for your properties Once you finish and click submit it will send us an with all your information

This is what our looks like. We will set up the account and notify you.

Just Adding Properties If you are wanting to add properties to your account, just click on the add properties link.

It will ask you to enter the number of properties you are wanting to submit, click next

It will take you to a screen and submit the property information

DOR Information We also have added a link to our new website showing DOR information. This screen will show you the latest Admin. Codes and Statues relating to the Resort Tax. Also has driving directions to DOR and other information.

Owner’s Blocked Calendars

Due to our internet research we are finding properties being advertised by the individual property owners. These property owners are also under a management company. We are requesting from the property managers, owner’s blocked calendars to confirm they are renting and remitting the tax.

5 % Resort Tax Increase

Any Questions or Comments?

Thank you for Attending!!! Sincerely, Resort Tax Team