Welcome Welcome Property Property

Managers Managers & &

GuestsGuests

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

Resort Tax Resort Tax ProgramProgram

Adding Sub Adding Sub UsersUsers

Once you login, click on your Edit Profile Once you login, click on your Edit Profile under your Taxpayers Menu. under your Taxpayers Menu.

This will take you to your Edit Profile This will take you to your Edit Profile screen.screen.

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

It will take you to the Sub Users screen and It will take you to the Sub Users screen and you can add a sub user by clicking on the little you can add a sub user by clicking on the little

man by link that says add a new sub userman by link that says add a new sub user

It will give you this screen showing where you It will give you this screen showing where you can enter in your sub user information. can enter in your sub user information.

Enter in the information and click on Save Enter in the information and click on Save Sub UserSub User

It will show all sub users, usernames It will show all sub users, usernames and emails.and emails.

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

Sorting by Name & Account Sorting by Name & Account NumberNumber

When in the account, click on the monthly When in the account, click on the monthly

return this will display list of subaccounts.return this will display list of subaccounts.

If you are wanting to sort by If you are wanting to sort by NAMENAME

click on Managed Account Nameclick on Managed Account Name

It will sort by the name on the account.It will sort by the name on the account.

If you are wanting to sort by If you are wanting to sort by ACCOUNTACCOUNT number click on the Acct #number click on the Acct #

NOTE: When you first enter in your return, it should sort by NOTE: When you first enter in your return, it should sort by Account NumberAccount Number

It will sort by account number.It will sort by account number.

Changing Owners Changing Owners Names (Nicknames)Names (Nicknames)

When in your account click on View Sub When in your account click on View Sub AccountsAccounts

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

right hand sideright hand side

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

click the update button.click the update button.

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

Pending/ Pending/ Schedule Schedule PaymentsPayments

** You can only use scheduled payments if you pay ** You can only use scheduled payments if you pay online**online**

When in the account,When in the account, click on the monthly return that you are click on the monthly return that you are

trying to file.trying to file.

It will bring up your property list and you can enter in It will bring up your property list and you can enter in the monies collected for each property and click submit the monies collected for each property and click submit

at the bottom of the page.at the bottom of the page.

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

Once in the screen you are able to set up the Once in the screen you are able to set up the scheduled payments by changing the date in scheduled payments by changing the date in

the Scheduled On box and click submit.the Scheduled On box and click submit.

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

payment.payment.

Having a Having a CreditCredit

You will notice you have a credit on your You will notice you have a credit on your account screen and you will see to the right, account screen and you will see to the right,

under your balance due, a credit amount.under your balance due, a credit amount.

You can use your credit when you pay by You can use your credit when you pay by submitting your monies and on the payment submitting your monies and on the payment screen click on Use Credit and it will ask if screen click on Use Credit and it will ask if

you want to use the credit for this return and you want to use the credit for this return and click ok.click ok.

It will give you a receipt of the payment made It will give you a receipt of the payment made and if you still need to pay the remaining and if you still need to pay the remaining

balance click on the Enter Payment link under balance click on the Enter Payment link under your taxpayers menu.your taxpayers menu.

How to Save a How to Save a Coupon…Coupon…

When entering monies collected and you are When entering monies collected and you are interrupted you can save your return by interrupted you can save your return by

clicking on submit.clicking on submit.

It will take you to the Enter Payment screen It will take you to the Enter Payment screen and to return to the default screen, click on and to return to the default screen, click on

View Account. View Account.

Once you are ready to continue remitting, click on Once you are ready to continue remitting, click on the return you were working on and continue to the return you were working on and continue to

submit and pay.submit and pay.

Inactive LettersInactive LettersThis letters are used This letters are used

after a property after a property comes off a comes off a

management lists and management lists and the property manager the property manager

states that this states that this property is no longer property is no longer

under their under their management. We management. We

send it out to confirm send it out to confirm what the status of the what the status of the

account is and if it account is and if it comes back to us as it comes back to us as it is not being rented we is not being rented we

do a field check to do a field check to confirm. confirm.

Resort Tax Suspects

&Advertising

Websites

Receiving TipsReceiving Tips

Resort Tax Evaders HotlineResort Tax Evaders Hotline(941) 741-4809(941) 741-4809

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 email showing us the information that was submitted.

Other ways to receive tipsWe also use sources such as;

• Craigslist

• Vacation Rental Websites

• Field Deputy Visits (Park Audits)

• Phone Tip Call ins

CraigslistCraigslist

We use craigslist to search for vacation

rentals in the Manatee County area.

Vacation Rental Vacation Rental WebsitesWebsites

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 Once we see they do not have a current account we start a suspect account.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 LettersSuspect Letters

These letters were created by our Resort Tax Team. These letters were created by our Resort Tax Team. They tell the owner that we have discovered they They tell the owner that we have discovered they

are renting out their property short term and are renting out their property short term and informing them there is a tax due for short term informing them there is a tax due for short term

rentals.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. .

The second one is just another reminder letter stating we are aware they DIDDID 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 FYIJust a little FYI

We started in FEB. 2009 Since then we have had:

129 Suspect Accounts 35 of them have become Active Accounts

Collected $9,674.10 dollars and counting

www.taxcollector.www.taxcollector.com Websitecom Website

In October 08, we came up with a way to make In October 08, we came up with a way to make our website easier for our taxpayers. This is our website easier for our taxpayers. This is

what we have determined. what we have determined.

To get to the new page click on the Resort Tax To get to the new page click on the Resort Tax link under the quick links to the left of the link under the quick links to the left of the

page. It will take you to the Resort Tax Page.page. It will take you to the Resort Tax Page.

This is what our new screen looks like…This is what our new screen looks like…

Each section has their own personal Each section has their own personal application and link to the Resort Tax application and link to the Resort Tax

program. Here is what the Property Managers program. Here is what the Property Managers link looks like.link looks like.

The New The New ApplicationApplication

When you click on the application When you click on the application under your category it will take you under your category it will take you

to a newly updated application. to a newly updated application.

Note: This application is for NEW Note: This application is for NEW Property ManagersProperty Managers

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

management.management.

It lets you enter in the information for your It lets you enter in the information for your management company and for your propertiesmanagement company and for your properties

Once you finish and click submit it Once you finish and click submit it will send us an email with all your will send us an email with all your

informationinformation

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

Just Adding Just Adding PropertiesProperties

If you are wanting to add properties If you are wanting to add properties to your account, just click on the to your account, just click on the

add properties link.add properties link.

It will ask you to enter the number of It will ask you to enter the number of properties you are wanting to properties you are wanting to

submit, click nextsubmit, click next

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

DOR InformationDOR InformationWe also have added a link to our new website We also have added a link to our new website

showing DOR information. This screen will showing DOR information. This screen will show you the latest Admin. Codes and Statues show you the latest Admin. Codes and Statues

relating to the Resort Tax. Also has driving relating to the Resort Tax. Also has driving directions to DOR and other information.directions to DOR and other information.

Owner’s Owner’s Blocked Blocked

CalendarsCalendars

Due to our internet Due to our internet research we are research we are

finding properties finding properties being advertised by being advertised by

the individual property the individual property owners. These owners. These

property owners are property owners are also under a also under a management management

company.company.

We are requesting We are requesting from the property from the property managers, owner’s managers, owner’s

blocked calendars to blocked calendars to confirm they are confirm they are

renting and renting and remitting the tax. remitting the tax.

5 % Resort Tax 5 % Resort Tax IncreaseIncrease

Any Questions Any Questions or Comments?or Comments?

Thank you for Thank you for Attending!!!Attending!!!

Sincerely, Resort Tax TeamSincerely, Resort Tax Team