PYMNTS

MARCH 15, 2019

With the first tax season post-tax reform nearing completion in the U.S., Ongoing regulatory changes and persistent uncertainty mean that that importance will continue even outside of tax season, with challenges that even the most automated of accounting software solutions cannot always tackle. Tackling Tax.

Taxes 193

Taxes South Dakota Software Survey 193

Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. However, given recent industry and employment trends as well as limited resources, the workout/restructure of the problem loan could be managed by the same individual or group that originated the loan.

Strategy 195

Strategy Management Taxes Meeting 195

Payments Dive

MARCH 5, 2020

tax policy at Avalara, explains why the technological innovation taking place across the convenience store industry has drastically increased the burden of product management, compliance, and shipping on businesses placing their stake in the omnichannel landscape. Scott Peterson, VP of U.S.

Taxes 372

Taxes Policies Compliance Innovation 372

PYMNTS

DECEMBER 7, 2020

RLJ Financial On Managing B2B Spend With Virtual Cards. There are many technologies that are gaining traction in this shifting environment, but virtual cards are emerging as uniquely poised to meet businesses’ need for flexible spend management tools and employees’ demands for touchless payment options. About The Playbook.

Management 268

Management Cards Company Innovation 268

Perficient

NOVEMBER 20, 2020

It clearly benefits the FCC / Tax Reporting audience. To be precise more on the SDM / Close Manager side of FCC – you have new commands to clear region / copy region by profile. Business Benefit: These commands facilitate the scheduling and automation of some Tax Reporting and Financial Consolidation and Close operations.

Taxes 322

Taxes Regional Report Examples 322

PYMNTS

FEBRUARY 10, 2020

The jousting over eCommerce taxes — especially for U.S. Last week in India, the government proposed a tax on eCommerce transactions that will likely increase operating costs for sellers large and small. The tax, technically known as “Tax Deducted at Source” (TDS), is sent directly to an account held by the central government.

Taxes 175

Taxes Illinois Operations Study 175

Perficient

OCTOBER 15, 2024

Banks process an astronomical amount of sensitive information daily—think trillions of transactions annually—and they need to manage that data efficiently and securely. With the rise of AI, machine learning, and real-time data analytics, banks will need to be even more diligent in how they manage and govern their data.

Tools 221

Tools Data Compliance Regulation 221

BankBazaar

JUNE 3, 2022

Are you the sort of person that rushes to file their income tax return as early as possible so that it’s done and dusted? Are you very proud of that gold certificate the income tax department sent you for timely filing? Additional Reading: Which is Better – New Tax or Old Tax Regime? How It Works. When to File.

Taxes 167

Taxes Report Payments Company 167

PYMNTS

SEPTEMBER 16, 2020

To assist companies in following Goods and Services Tax (GST) rules in India, Avalara, Inc. As a result, companies can reduce the complexity of their digital invoice management at scale. However, digital invoicing standardization and mandates also leads to further benefits than only fostering adherence to tax rules.

Taxes 163

Taxes Compliance Software Resources 163

PYMNTS

APRIL 10, 2020

TurboTax , the online tax preparation service, has said it is launching a free stimulus registration system to help people who don’t need to file a tax return. Approximately 10 million people in the country don’t have to file taxes, and roughly 80 percent can receive a stimulus check. . v in a recent interview with PYMNTS.

Taxes 216

Taxes Tools Payments Los Angeles 216

South State Correspondent

APRIL 2, 2025

“Liberation Day” brought a 10% baseline tax on all imports plus a 15% to 49% tariff rate on a defined set of nations (below). Tariffs are taxes imposed on imported goods, increasing their prices for domestic consumers and businesses. Impact of Tariffs There is no sugarcoating the obvious.

Community Bank 221

Community Bank Community Policies National 221

Abrigo

FEBRUARY 7, 2023

You might also like this webinar, "How to manage a high-performing construction loan portfolio." WATCH Takeaway 1 The OCC recommends that construction lending risk be managed by specialized real estate and construction lenders who report to the credit department. Takeaway 2 Construction lending risk is unique.

Lending 195

Lending Management Risk Management Software 195

TheGuardian

FEBRUARY 20, 2025

City executives spoke to Rachel Reeves about reducing annual allowance from current 20,000, reports say Major savings providers have pledged to fight any attempts to cut tax breaks on cash Isas amid reports that the government is considering a plan to slash the maximum amount people can put into them from 20,000 a year to 4,000.

Taxes 100

Taxes Report Management Marketing 100

Perficient

DECEMBER 1, 2022

But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.

Taxes 294

Taxes Customer Experience Marketing Compliance 294

PYMNTS

JANUARY 19, 2021

But reaching a broader range of consumers, accommodating their payment preferences, and satisfying regulatory and tax issues in unfamiliar territory introduces a host of new operational challenges for these companies. As the seller of record, we manage the filing, the collection and the remittance of taxes in every jurisdiction.”.

Branding 322

Branding Taxes Fraud Regulation 322

Abrigo

JANUARY 21, 2025

How would your institution manage this additional workload while maintaining compliance with daily deadlines? With a Suspicious Activity Monitoring Services package, Abrigo assigns experienced financial crime professionals as project managers for the institution.

Fraud 221

Fraud Training Analysis Compliance 221

PYMNTS

SEPTEMBER 28, 2020

They also need to collect and verify vendors’ details to comply with anti-crime regulations, adhere to tax reporting requirements and deliver convenient digital payments to these suppliers. Preventing crime also includes thwarting tax fraud, and companies must obtain certain details to fulfill their tax reporting responsibilities.

Data 166

Data Management Taxes Meeting 166

PYMNTS

APRIL 5, 2020

Online tax preparation service TurboTax has announced that it is rolling out a free, stimulus registration solution to assist people who are not required to file a tax return. who are not required to file taxes, and some 80 percent are eligible for a stimulus check. There are roughly 10 million people in the U.S.

Tools 227

Tools Taxes Payments Online 227

PYMNTS

DECEMBER 3, 2020

Morgan Asset Management has announced that it has agreed to acquire FinTech 55ip , which works to help financial advisors deliver tax-smart investment strategies, according to a press release. 55ip, which has been operating for nearly five years, works in automated tax technology, and Founder and Executive Chairman Dr. Morgan.

Boston 228

Boston Fintech Taxes Management 228

Perficient

DECEMBER 8, 2020

Perficient has demonstrated success in building and managing applications using Google Cloud technology. We created a migration approach and a detailed roadmap, and then facilitated the migration using Kubernetes to establish the cluster design, management, and governance needed for application containerization.

Google 493

Google Data Technology System 493

Chris Skinner

MAY 25, 2020

Things we’re reading today include … This is why we’re proposing a wealth tax in Spain to help us out of this crisis | Pablo Echenique Companies in new investment fund must be ‘made in Yorkshire’ Goldman Sachs ramps up cash management plans despite coronavirus UBS announces global financing team … The post Things (..)

Taxes 251

Taxes US Management Company 251

Bank Innovation

JANUARY 30, 2020

The searchable web platform allows investors to research and invest in “opportunity zones,” or areas in need of economic development, where investors get tax breaks for investing their capital gains. Citibank will try to connect investors with neighborhoods in need through City Builder, a new digital tool launched last month.

Taxes 329

Taxes Tools Capital Marketing 329

South State Correspondent

NOVEMBER 14, 2024

In order to manage liquidity, banks, mainly publicly traded ones, should not only closely monitor these accounts but also take measures to limit account balance volatility. Competition will force most banks to adopt this technology to compete for treasury management and consumer primary account status.

Payments 195

Payments Study Survey Data 195

Perficient

MARCH 22, 2021

Oracle EBS Applications utilize a sophisticated batch scheduling and processing mechanism known as the Concurrent Managers. An EBS feature that has been available for quite some time but is not very well understood is the ability to configure the Concurrent Manager process to run in a distributed architecture environment.

How To 309

How To Management System Taxes 309

South State Correspondent

JULY 5, 2022

In a stagflation environment, as interest rates rise and cash flow (earnings before interest, taxes, depreciation, and amortization (EBITDA), or net operating income (NOI)) decreases, the borrower’s capacity to service debt as measured by the debt service coverage ratio (DSCR) decreases rapidly.

Management 195

Management Capital US Community Bank 195

PYMNTS

DECEMBER 9, 2020

Some firms have better adjusted to new digital tendencies than others, especially when it comes to keeping track of B2B payments and spend management. Many of the tools that have traditionally been used to track payments and manage spending have now fallen out of step with what businesses currently need in today’s digital environment.

Cards 155

Cards Management Tools Data 155

PYMNTS

DECEMBER 12, 2019

The company behind QuickBooks , Intuit , announced it is releasing an expanded suite of online payroll offerings to help small to medium-sized businesses (SMBs) automate payroll and tax filing, according to a press release. The Elite option has tax penalty protection and an on-demand HR advisor.

Taxes 179

Taxes Resources Online Course 179

PYMNTS

MARCH 4, 2020

As a result, new technologies are needed to unlock data silos and support the ERP’s newfound role as a collaborative portal for corporates, said Wes Gillette, vice president of Product Management at insightsoftware. ERP still sits at the heart of modern finance, but we’ve also seen that the monolithic ERP doesn’t work,” he told PYMNTS.

Data 260

Data Taxes Analytics Management 260

Perficient

SEPTEMBER 9, 2020

Too much rationalization can create “change management” headaches for employees, customers, and suppliers. Do Convert FA Tax Books. If you plan on using Oracle’s tax books, it’s much easier to convert into the Cloud than ever before. Let’s Start with the Obvious. Master Data.

Data 322

Data Taxes System Report 322

PYMNTS

MAY 19, 2020

Electronic payments processing is becoming “increasingly critical” for Ontario Systems’ customers, which mandated the acquisition of SwervePay acquisition, a payment facilitator in the accounts receivable management and healthcare industries.

System 239

System Payments Taxes Software 239

BankBazaar

JULY 9, 2024

Amidst tax filing season, understanding the necessity of filing a NIL income tax return can save you from potential hassles and bring financial benefits. As tax season approaches, many people may wonder about the necessity of filing an income tax return (ITR) when their income falls below the taxable threshold.

Taxes 78

Taxes Compliance Regulation System 78

Bobsguide

MAY 26, 2022

Generation Life – a leading life insurance company that’s been providing Australians with tax-effective investment solutions for over 18 years – has launched its innovative new lifetime income solution, known as Generation Life LifeIncome, on GBST’s cloud-based wealth administration platform, Composer.

Technology 148

Technology Management Innovation User Experience 148

Bank Innovation

NOVEMBER 19, 2019

The bank is tapping cloud banking vendor nCino to automatically pull information from tax returns when underwriting commercial loans. According to Jason Shields, vice president and loan operations manager at Gulf […]. Gulf Coast Bank and Trust, a New Orleans-based bank with $1.7

Taxes 199

Taxes Operations Management Technology 199

PYMNTS

JANUARY 24, 2021

Cygnet Infotech promotes FACE as a product that handles not only conventional accounting processes, but also provides specialized handling of challenges around goods and services taxes. India uses its Invoice Registration Portal to track business activity and ensure compliance with tax laws.

Taxes 178

Taxes Compliance Software Fraud 178

Perficient

AUGUST 19, 2020

During the last two months approximately, one new solution, Cloud Administration Tools “CAT”, and three updates: Account Reconciliations “RCM”, Task Manager “UTM” and Tax Provision “TXP” have been released. With the process executed, the task which is a task type of Data Management can be monitored from Task Activity.

Management 322

Management Tools Taxes Data 322

Perficient

FEBRUARY 16, 2021

Per Oracle’s readiness release: “Management Reporting within Oracle’s Narrative Reporting offering has been available for the past few years. The Introduction of FR’s (Financial Reporting) Replacement: Embedded Reports.

Report 322

Report User Experience Taxes Meeting 322

PYMNTS

FEBRUARY 1, 2021

In a recent conversation with PYMNTS, he discussed how various trends in how employees wish to get paid and how employers manage those payouts are driving more organizations to digitize payroll operations, with payroll data an increasingly valuable asset for CFOs. The Value Of Integration. Cash Flow Implications.

Strategy 247

Strategy Taxes Management Trends 247