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Home My WebLink AboutFile Local Standard ImplementationHeLocalvFileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. FileLocal Standard Implementation - Requirements Gathering There are 3 types of implementations with the FileLocal Portal: ❑ Standard — covers basic system functionality, features common to all Cities, and standard forms with a limited number of edits. This document covers Standard Implementation, which is provided at a flat rate with a single assessment. The allowed number of edits is defined in each section of this document. If the City needs additional edits, the changes will be costed in addition to the agreed flat rate. Standard implementation does NOT include web services. ❑ Plus — covers everything described above as Standard, with the addition of web services. There is an additional charge to set up web services, and the cost varies based on the City's system of record (SOR) and the amount of technical assistance required from Avenu. If the City elects to use web services, it is most cost effective to implement web services concurrent with the initial launch. Web service implementation is not covered in this document, but it will be outlined in the Change Request for your City's implementation. If web services are added later, Avenu will provide a cost estimate for the conversion from Standard to Standard Plus. Later conversion will be more costly than initial Plus implementation. ® Premium — covers everything described above as Standard, with or without web services, with the addition of custom City -specific features. This would include for example, additional tax forms, worksheets, or calculations that are not described in this document. Custom features will be costed a la carte over and above the base price, any overages, and the cost for web service implementation, if applicable. Premium Implementation requires the completion of this document as well as approval of the Change Request(s) and associated costs for custom features. The FileLocal Standard Implementation option is designed to expedite the implementation process for new Cities. This implementation offers a predetermined set of items for General Business License Applications and Renewals, as well as a multi -purpose Business and Occupation ("B&O") tax form, which includes additional local taxes such as gambling and utility. This option does not utilize a web service interface between the Portal and the City's system of record (SOR). Web service integration can be enabled through the Agency change request process. If the City elects to implement with web services, the implementation will be upgraded from Standard to Plus. Completion of this document will also help to determine if custom features are needed by the City. If additional features are needed that are not described in this document, it is the City's responsibility to notify the Agency of those requirements. Please review the following sections, complete the requested information (highlighted in yellow), verify standard information (highlighted in blue), and note any changes in the document using Word's change tracking feature. If a requested change is outside the scope of the Standard Implementation, an estimate of customization charges will be provided by the Agency. • General Citv Information: This section gathers basic info about the City and the admin user accounts needed for City personnel. • Business User Accounts: This section briefly describes the user account setup process for business users. No data is collected in this section. • General Business License Application: This section covers all the questions asked on the General Business License application and allows the City to add City -specific questions and indicate what questions affect the fee charged for a license. • General Business License Renewals: This section explains the General Business License renewal process and collects information and business rules for renewals. • Tax Forms: This section allows the City to indicate what taxes are collected and the rates for those taxes. It starts with a basic tax form and allows a limited number of edits within the standard implementation. • Appendix: This section provides screen caps of the existing system so that you can see the taxpayer experience, additional information about the renewal upload format, a sample City of Everett General Business License printout, and samples of City -specific questions already in use for charter Cities. General City Information City Demographics This contact information will be shown in the Lookup Function and will be used by businesses to contact the City with tax and account information questions. See Figure 21: Tax Office Lookup. License and Tax can be listed separately on FileLocal if different personnel provide support for each. 2/3/2022 1 Avenu Insights r 11t:LAJL"UI Please leave change tracking enabled to facilitate assessment. Avenu's call center handles all Portal related questions but refers all tax, payment processing, and account information questions to the Citv. License and Tax City Name: Auburn! Agency Name: ;Finance Department; Contact: Auditor Address: 25 West Maini City: Auburn State: WA Zip: 98001 Phoned: 253.204:T6,74 .LL Phone 2: Fax: Email: tax@auburnwa.gov� Website: w,,,ww.auburn�ua.aov/Ban41:OTax, If Tax is supported by different personnel than License enter that information below. Tax (if Different) City Name: ; N/A Agency Name: Contact: Address:. City:.__... . —•- _. . __.. -. . - _u...... -- -- - _-_-_ - State: I Phone 1: - Phone 2: ( Fax: L Email: Website: Genera What is the name of the City's SOR (System Track. It Need to know what SOR will - of Record)? (for future use) ! be used before web service costing can be determined. If this cannot be determined, Avenu will provide an estimate and an . ✓ -crrro hourly rate. Please provide the City'Logo to print on I' .r , 7 T Image must fit inside a 1.1in License. (See Figure 15: General Business ,' y_' UBUN V by Min space and should License Printout Sample for a sample of a-' = "wasaiNcrox be a PNG file. General Business License on which the logo 3 will display. If the City has any date restrictions for User i TrBD)withiTirackl ` ..e.... ." , - For example, does the City Acceptance Testing or Production Go Live, enforce a blackout period please enter the blackout dates. around filing deadlines or year-end activities? 2/3/2022 2 Avenu Insights FileLocal Financial FileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. Does the City deposit License Fees and tax revenue in separate bank accounts? Does the City process tax and license data into separate systems of record (SORs)? Does the City have an agreement and Merchant ID(s) with Chase PaymentTech? II Ell Yes 0e N6 Ell i Yes Z N'oj I ® Yes. 0: No, If Yes, then two merchant IDs are required. If Yes, then two merchant IDs are required. This information will need to be given to KUBRA, the FileLocal payment processor. Setting up a KUBRA account takes 6-8 weeks. IMPORTANT INFORMATION REGARDING YOUR KUBRA/CHASE ACCOUNT KUBRA will provide you with setup documentation. Once the paperwork is submitted and confirmed complete, their setup process takes 6-8 weeks and cannot be expedited. Along with that paperwork, you also need to provide the following: • Form W-9 • Bank letter — this is a letter from your bank confirming your City's bank account information, including account name, account number, ABA wire routing number, and ACH routing number. The letter must be on bank letterhead and signed by a bank official. • Number of expected transactions per year • Average dollar amount of expected transactions • Maximum dollar amount of transaction — we recommend you use the amount of your highest tax payment plus 15%. It is best to include a copy of the tax return. You may redact taxpayer information. Payments in the Portal are handled by KUBRA, a secure third -party processor. KUBRA authorizes the payments in real-time and processes all payments made by 5:00 PM Pacific Time after midnight. The filing data from the Portal is batched based on those successful payments. The City can then pull the batch after 4:00 AM Pacific Time the next weekday morning according to the following schedule: Thu 5:00 PM Fri 5:00 PM Mon 5:00 PM Tue 5:00 PM Wed 5:00 PM to to to to to Fri 5:00 PM Mon 5:00 PM Tue 5:00 PM Wed 5:00 PM Thu 5:00 PM Mon Tue Wed Thu Fri 4:00 AM 4:00 AM 4:00 AM 4:00 AM 4:00 AM 'Fri' payments 'Mon' 'Tue' payments 'Wed' payments 'Thu' payments payments + Weekend payments Tue Wed Thu Fri Mon < 4:00 AM < 4:00 AM < 4:00 AM < 4:00 AM < 4:00 AM All times are Pacific Time Technical Questions Web services are not available to the City in Standard Implementation. This document is designed to cover requirements not related to web services, since those are addressed separately. A Change Request can be created to add web service support concurrent with the initial launch or at a later time. In the absence of web services, the website User Interface (UI) must be used to download data for Applications, Renewals, and Tax forms processed through the Portal. Filing data can be downloaded in XML, CSV, or PDF format. The UI also allows the City to interact with business accounts, run reports, and conduct research. 2/3/2022 3 Avenu Insights HeLocalFileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. Question Answer Details If yes, the implementation will be upgraded ®iYess from Standard to Plus. Alternatively, web Is the City interested in using web services? Ell NO) services can be added post -implementation, but it is more, cost-effective to upgrade concurrent with initial implementation. Will the City hand -key the completed OIYes, A PDF of all forms submitted in a batch is Applications and Tax Forms? ®; Nbi available for hand -keying into the SOR. If yes, note that the Code / XML Name Value tag column in the tables. in this document Can and will the City's SOR import an XML indicates the desired value for the <code> With the Application and Tax form data? and <narrie> fields in the <user entries> of the export. Please update these as desired. A sample data export will be provided after Avenu development with all the fields. If no, then two merchant IDs are required, which will need to be addressed in the. setup Can the City's SOR process a single XML file M; Yes; process with ICUBRA. Note that in a single XML containing both tax and license data? p' No; file, data is provided in separate nodes with i proper data structure based on the type of filing. The predefined CSV format may contain up to Can and will the City's SOR import a CSV•file with about 120 columns. A sample data export will r the Application and Tax form data? be provided after Avenu development with all fields. Will the City require General Business License El i Yes The CSVfile specification is detailed in the Renewals? Renewals must be uploaded as a CSV ®N°' Appendix. See General Business License Renewal file to the UI. CSV File Upload Specifications. ' This is the City -assigned number that identifies Please provide a sample City Account Number: each licensed business location. This must be a unique identifier per location. Standard Portal definition is numeric with 6-20 Please provide any business rules for your City characters. Please indicate specific parameters Account Number: for your City's unique ID for each licensed 'location, e.g., number of digits, leading zeroes, etc: City Administrator Accounts Enter the City Admin users who will use FileLocal with full access. Space is provided for two City Admn users, but you may add rows to request additional users as needed. City Admin users can only be added by Avenu, but clerical users with limited access can be added by a City Admin user online as needed. A default password will be assigned, and the user will be required to reset it on first log in. All fields with an asterisk * are required. 1 Username:* 11 idthomasi First Name:* Jamie Last Name:* i Thomas Address Line 1:* 25West.Main Address Line 2: City:* Auburn, i State:* WA Zip :* 9800PT Country:* Ii USA; 2/3/2022 4 Avenu Insights FileLocal FileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. 3 Username:* NSmagina First Name:* Natalia Last Name:* Smagina Address Line 1:* 25 West Main Address Line 2: City:* Auburn State:* WA Zip:* 98001 Country:* USA Phone:* 253.288.4322 Fax: Email:* nsmagina@auburnwa.gov 2/3/2022 5 Avenu Insights FileLocal FileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. Business User Account Setup Account Setup for business users has been streamlined from a multi -step process to a simple sign-up designed to cover single - location businesses in one step. The process extends to allow for additional locations and helps to ensure that all participating Cities' licenses are linked to the business account in FileLocal. Account setup includes basic information about the user, the company (single or main location), additional locations, and existing licenses with our participating Cities. The user will also be prompted to complete a General Business License application if one is needed for any participating FileLocal Cities. User Info The Portal allows the user to create a unique username and choose a password. The user enters name, phone number, and email address to establish the user account. Company Info For the company as a whole, the user provides the Legal Business Name, mailing address, and business type (corporation, sole proprietorship, LLC, etc.). Business Location Info In one-step setup, the user enters information about the main (or single) location where business is conducted. This includes the trade name (DBA), UBI-16, and physical address. If the UBI is not known, the user can look it up or apply for one after the account is set up. Businesses that are exempt from legal requirement can also certify exemption. Security Question The Portal requires a security question to verify the user's identity, if needed later for a password reset. Email Confirmation The Portal sends an email to the address provided to verify it is an active email account. The email contains an activation code for the user to enter on the Portal. Linking Licenses The user is prompted to link existing business licenses to the new FileLocal account. This allows the City to verify the City Account Number entered is valid and provide a status for the license. If the license is approved, then the user will be able to print and renew license even though it was obtained outside the Portal. Other Tasks • General Business License application: The user is also prompted to complete a General Business License application if an additional license is needed. The General Business License application allows the user to apply for a license in one or more Cities, at once or separately, and the Portal automatically prefills the application with data already provided. Once approved, the City assigns a City Account Number. • Additional Business Locations: The user can also set up additional business locations in the Portal by providing the UBI-16 (if legally required), trade name, NAICS code, physical and mailing addresses, and existing license information. Again, the City will have the opportunity to verify the City Account Number in the City Admin UI before the user will be allowed to print a license through the Portal. • Tax Forms: If the business is responsible to pay taxes to any Cities where they have a business license, the user can set up the tax forms for each location and City for future use. This can be done in advance or at the time of initial filing. Tax Form Setup includes the City where taxes are owed, the business location, the tax form to be filed, and how often the tax is due. The City will have the opportunity to verify this information through the City Admin UI before the user will be allowed to file taxes. • License Renewal: The user can renew licenses through the Portal even if the license was obtained externally. • License Printing: The user can print the business license through the Portal even if the license was obtained externally, as long as the license is in an approved status. 2/3/2022 6 Avenu Insights FileLoca) Please leave change tracking enabled to facilitate assessment. General Business License Application 2/3/2022 7 Avenu Insights ReLocal Please leave change tracking enabled to facilitate assessment. General Business License Renewals 2/3/2022 8 Avenu Insights r I IUL.VG(al Please leave change tracking enabled to facilitate assessment. Tax Forms There are 21 tax classifications included on the Multi -Purpose B&O Tax Form, including services apportioned and services not apportioned. If this list does not match the City's needs, the City can elect to make 10 line changes for tax classifications without additional charges — adding, deleting, or modifying a line. The Tax Code number, rate, and expiration can be edited for all lines. • Removing a tax classification will automatically remove all the deductions associated with it and counts as a single change. • Adding a Tax Classification includes adding up to 3 deductions plus the standard "Other" Deduction and counts as a single change. • Editing a Tax Classification includes editing the name, tooltip, and deductions. This counts as a single change. • Marking a line as having no deductions automatically removes the deductions and counts as a single change. Please verify the values and rates in the following tables. Tax Classification text and rates, along with their deductions, for future filing periods can be managed in the Portal by City Administrators, but changes MUST be made in advance of the first and shortest effective filing period. Past due forms will be able to be filed as far back as the latest rate change date or 1/1/2013, whichever is later. Additional changes are available at an extra customization charge. Multi -purpose Tax Form The tax form is based on the Bellevue Multi -Purpose B&O Tax form. See a&O Tax Form Sample Screenshots in the appendix for a screenshot of the Bellevue Tax Form. The appendix also contains samples of the worksheets, starting with Figure 18: Sample Service Income Apportionment Worksheet. General Setup: I B&O Taxes N Yes Last day of the month following the I ❑ Yes N Yes ` N, Yes ❑ No end of the tax period N No ji ❑ No ❑ No Utility Taxes N Yes Last day of the month following the ❑' Yes N Yes El Yes ❑ No end of the tax period I N No ❑ No, l; N No. Gamblin Taxes g N Yes, Last day of the month following the y g�_.....,N,Yes ^ I N Yes^:--":-.. �' El Yes e El No end of the tax period t` i"^`. El No, I I ❑ No. N No Other Taxes (such as N Yes Last day of the month following the i N. Yes ® Yes a ❑ Yes Admissions, Parking) ❑ No end of the tax period _ 14 ❑; No ❑ No N No. Name Value Calculation / Rules Effective . Date Notes Frequency if Date applicable B&O N'J/M If sum of Taxable Revenue for all B&0 lines is i 1/1/,,2022 12"/;31/,2099; Threshold equal to or below this amount, no tax is due Monthly _ ^ B&O $5001,000:00i If sum of Taxable Revenue for all B&O lines is 1a/11/,2022! 121/31/2099. Threshold equal to or below this amount, no tax is due I Annual R 2/3/2022 9 Avenu Insights FileLocal Include SIA worksheet FileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. lbd'rcate= if City will! use, this,.w,orrksfieet., YesJ ql No, Include MATC worksheet Indicate if City will use this,worksheet. ® Yes, ❑. No, 0 Include Square Footage worksheet Penalty calculations 1/1/20221, I 1 _ I a 1, t ExemptSquare. Footage Rate 1/1/2022 ? Indicate, if City will Square,Footagp3ax use thisworksheet. $0:10/sgft, .4.000, sgfr exempt ®; Yes Quarterly, Rate $&40/sgft, 4000;sgft exempt 1 ❑, Nb: AnnuaLRate, j N%A Monthly -,Rate I =i In, dicate,4Cityiwill Penalty for ALL TAXES follows the state 1/1/2022 use stand'aGdl penalty, guidelines and is updated by the Agency. 111 rules,for, allitax' It is calculated as,: Penalty Rate * Subtotal all ? classificatiomsTaxes. ;, as, ' indicated. Overdue MiYes; 1 day - 1 month 9% $5.00 ®lNof 1 month - 2 months 191% $5.00 .Over 2:months , 29% $5.00 1G2/311//20% Worksheet cannot be modified in standard implementation. City Names will be updated. See Figure 18: Sample Service Income Apportionment, Worksheet 162/31//2099, Worksheet cannot be modified. In standard implementation .City Names will be updated. See Figure 19: Sample Multiple Activities Tax Credit Worksheet 12/31/2099 Worksheet cannot be modified in standard implementation. City Names will be updated. See Figure 20: Sample Square Footage Business Tax Worksheet 12'/31/2099: Debits and Credits can only be applied through web services. Penalty & interest calculations are made after applying credits to tax due but BEFORE applying debits. Debits should already have interest applied as appropriate. 2/3/2022 10 Avenu Insights FileLocal Please leave change tracking enabled to facilitate assessment. Interest Indicate; if'City will) use, Interest for ALL TAXES is calculated as: The standard calculation stand'ardl interest' (annual interest rate / 360) x (amount Due) x interest rulinf6%,allitax (number of days late) calculation used cl`assiffeations„ as. in the Portal is indieafed. j approved by the I{ State Auditor. NI Yes, ! Eh NO, s 2/3/2022 11 Avenu Insights ReLocal FileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. Tax Classifications: The information in this grid (and the next grid) will be used to build your City's tax form. You are allowed to change the Tax Code, Tax Rate, and Effective Dates, and up to 10 other edits at no additional cost. These include changes to the Tax Classification label, Display Order, Tool Tips, and Deductions (next grid), as well as adding or removing rows. pjwai�f' o* IizlAar4itai¢ylirirle7mailed�to�icgNtfeassesstren Any changes over the 10 allowed (excluding Tax Code, Rate, and Dates) will be costed at an hourly rate and added to your base cost for Standard Implementation as an overage. 02, Wholesaling 03, Retailing ?? Retail Services? 06 Services & Other (Not i' Apportioned) 12 Services & Other (Apportioned) 01 Manufacturing/Processing for �' Hire .Q0118i ( 1 -0015 3 ::..:.:. .0010 4 ( .0010 5_.-s_.. .0010. 6 1/1/,2022- i N l Gross Receipts, represent the total income from this ¢ l 12/31/2099 I.R; Yes. I business activity within and without the city !' ❑i N'o, { re ardless of business location. For further I` I g ! z clarification see the specific City Code. 1'/1/.2022. ; N € Gross Receipts represent the total income from thisµ _ F; 12/31/2099 ®. Yes. } business activity within and without the city i ❑ NQ a regardless of business location. For further I' clarification seethe specific City Code. , Yes' N fi 12/31/2099 �m No 1/1/2022- i V ®Yes N } Gross Receipts represent the total income from this ( 12/31/2099 I i business activity within and without the city, `l ❑ No regardless of business Iocation..For further �• s } clarification `see the specific City Code. _ — i 1/1/2022- — — - i; _ 12/31/2099 ® Yes, ( ® Yes' i ( i P ❑ No i; ❑ No { E; 1/1/2022- ! ® Yes 12/31/2099 j I: ❑. No --- '' ` -.. I'.: 022-_1 = /1/2022- ®Yes N 04 Printing/Publishing0010. 7 12/31/2099 r� ❑ No € 11 Extracting/Extracting for Hire , .0010, 8 1/1/2022- M, Yes N 12/31/2099 ❑'No :. .. . �i Utility Taxes Telephone _ Is®= i 8_ 7 1/2008- r: Y N 12/31/2099. ' (, Cellular ;- 9 :---.._:•:�:�-•�-.__._:� ��,ir�:��_:.ms .-_:s i 7/1/2008- N 12/31/2099, Gas IM 10 7,/1/2008 1 N G 12/3112099.E Light & Power - 11 { 7/,.1/200& N 12/3'1/,209.9) Cable TV IM 12 7,/1/20081 N ? Y2/31/20991 qi is ( Gross Receipts represent the total income from this +I business activity within and without the city 1 regardless of business location. For further clarification see the specific City Code. Gross Receipts represent the total income from this ! business activity within and without the city li i 2 regardless of business location. For further clarification see the specific City.Code.{ Gross Receipts represent the total income from this business activity within and without the city 3 regardless of business location. For further. Y clarification see the specific City Code. ;. Gross Receipts represent the total income from this business activity within and without the city j 4 regardless of business location. For further clarification see the"specific City Code. j Gross Receipts represent.the total income from this business activity within and without the city 5 regardless'of business location. For further clarification see the specific City Code. 2/3/2022 12 Avenu Insights FileLocaI Standard Implementation for Auburn HeLocal M f Water Please leave change tracking enabled to facilitate assessment. 13 1/1/r202,11 N Gross Receipts represent the total income from this 12/31/f1099) business activity within and'without the city '' 6 regardless.of'business location. For further . clarification see the specific City Code. 46) Solid Waste, 14 1/1/,20211 N Gross Receipts represent the total income from this. 12/31/2099) business activity within and without the city 7 regardless of business location. For further ; ` clarification seethe specific City Code. 47 Sewer 15 1/1/202,1[. N Gross Receipts represent the total income from this 12/31/2099t business activity within and without the city 8 i regardless of business location. For further i clarification see the specific City Code. 1 - - 1 + OtherTaxes 8 ' IF 65 Card Rooms' �' ;, 16 .4 1/1/2002.- N Gross Receipts represent the total income from this I. # ! 12/31/:2099: business activity within and without the city 1 regardless -of business,location. For further' 0 clarificationseethe specific City Code. 60 Amusement Games'' 17 1/1/m- N Gross Receipts represent the total income from this j 9' business activity within and without the city regardless of business location. For further clarification see the specific City Code. - •./ram_-...:..� :- .. ;..-��..-.::�s1•,.....^ � 61 i' Pull Tabs/Punch Boards i ® 18 1/1- h N Gross Receipts represent the total income from this V-f I 1 12/31/2099 I+ business activity within and without the city ii regardless of business location. For further t� clarification'see the specific City Code. p62 Bingo., ® Y 19 1/1- N Gross Receipts represent.the total income from this }, I 12/31/2099, �� business activity within and withouuthe city regardless of business location. For further, ` clarification see the _ specific City Code. t - 63 R�. Raffles ; ® 20 i 1/1/=- N Gross Receipts represent the total income from this { 3 12/31/2099 business activity within and without the city regardless of business location. For further t ({ ; clarification see the specific City Code. i 64 Admissions Charges ® 21 1/1/1982= N I Gross'Receipts represent the`total.income from this { 12/31/2099. business activity within and withoutthe, city 1 6 regardless, of business,location'. For further ' 1 I g i clarification seethe specific City Code. #; Deductions: To remove all Deduction Types for a single classification, delete from this list and change Allow Deduction to N in the section above. To remove a single Deduction Type for an individual Tax Classification, delete it in the following table. To remove Deduction Types from all Tax Classifications, delete them under every Tax Classification below. To Change a Deduction Type for a single tax classification, edit the Deduction Type, Code / XML-CSV Name Value columns, and Tool Tip column, as needed. If tax form changes exceed the allowed limit, an estimate of customization charges will be provided by the Agency. 2/3/2022 13 Avenu Insights Fi I e Loea I FileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. Tax Code / Classification Wholesaling Credit, Losses 0201 / Wholesaling Deductions — CreditLosses i Cash/Trade, Discount. 0203 / Wholesaling Deductions — Cash/Trade Discount I I Replacement,. Repair, Maintenance, 0207/ etc. of Residential Structures and I Wholesaling Deductions —Replacement, Repair, Commonly, Held Property - Eligible l i Maintenance, etc. of Residential Structures and - Organizations J Commonly Held Property- Eligible Organizations Sales Delivered Outside <New City> I 0209 / I i Wholesaling Deductions —Sales Delivered Outside <New City> i I i I Tax Code / Classification Credit, Losses Cash/Trade Discount i Retailing/Retail Services 0301 / j Retailing/Retail Services Deductions - Credit Losses Replacement., Repair„ Maintenance„ I etc. of Residential Structures,and� I Commonkhibld', Property- Eligible Organizations i I 0303 / Retailing/Retail Services Deductions - Cash/Trade Discount 0307 / Retailing/Retail Services Deductions - Replacement, Repair, Maintenance, etc. of Residential Structures and Commonly Held Property - Eligible Organizations 1 Credit losses (or Bad Debt) for accrual basis ij taxpayers. In computing tax, there may be deducted from the measure of tax the amount of credit losses actually sustained by taxpayers whose regular books of account are kept upon an accrual basis. 2 The amount of cash or trade discount actually taken by the purchaser may be deducted from the measure of tax if it was reported initially as gross. 4 6 1 2 4 Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) Click, here for instructions. (Links to a Form specific FAQ that explains all deductions.) Credit losses (or Bad Debt) for accrual basis (+ taxpayers. In computing tax, there may be deducted i from the measure of tax the amount of credit losses actually sustained by taxpayers whose regular books of account are kept upon an accrual basis. (The amount of cash or trade discount actually taken , by the purchaser may be deducted from the measure of tax if it was reported initially as gross. Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 12 13 14 is 16 2/3/2022 14 Avenu Insiehts r11t:LVLU1 Please leave change tracking enabled to facilitate assessment. Sales Delivered, Outside <New City>. I 0309 / Retailing/Retail Services Deductions - Sales Delivered Outside <New City> Other 0399/ Retailing/Retail Services Deductions - Other Sales or Lease of Clean Alternative, ! 0399 / Fuel, and Plug -In Hybrid Vehicle Sales, Retailing/Retail Services Deductions - Other - Describe Tax Code J Classification Services & Other (Not Apportioned) Credit Losses 0601 / I Services & Other (Not Apportioned) Deductions - Credit Losses Cash/Trade Discount 0603 / Services & Other (Not Apportioned) Deductions - Cash/Trade Discount Eligible Compensation from Public 0605 / Entities for Health of Social Welfare Services & Other (Not Apportioned) Deductions - Eligible Compensation from Public Entities for Health of Social Welfare Professional Employer Services 0606 / Services & Other (Not Apportioned) Deductions - Eligible Amounts Representing Rental of Real Estate For Boarding Homes Interest on Investments/Loans 0613 / Secured by First Mortgages or Trust Services & Other (Not Apportioned) Deductions - Interest Deeds on Non -transient residential on Investments/Loans Secured by First Mortgages or Properties Trust Deeds on Non -transient residential Properties Interest on Loans to farmers & 0614 / Ranchers, Producers of Harvesters Services & Other (Not Apportioned) Deductions - Interest of Aquatic Products, or their on Loans to farmers & Ranchers, Producers of Harvesters Cooperatives of Aquatic Products, or their Cooperatives Interest on obligations of the state, I 0610 / its political subdivision, and Services & Other (Not Apportioned) Deductions -Interest municipal corporations. on obligations of the state, its political subdivision, and municipal corporations Eligible Fees, Dues, Charges 0611/ Services & Other (Not Apportioned) Deductions - Eligible Fees, Dues, Charges Radio and Television Broadcasting- 0612 / Advertising Agency Fees/National, Services & Other (Not Apportioned) Deductions - Radio Regional & Network Advertising. and Television Broadcasting -Advertising Agency Fees/National, Regional & Network Advertising Artisticand Cultural Organizations 0699/ Services & Other (Not Apportioned) Deductions- Other 6 Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 7 i= Most allowable deductions are listed. Your business may have a specific deduction allowed by law that is I not listed. Use of the Other Deduction line requires you to document or explain the deduction. Invalid deductions will be disallowed. 8 Most allowable deductions are listed. Your business may have a specific deduction allowed by law that is not listed. Use of the Other Deduction line requires you to document or explain the deduction. Invalid deductions will be disallowed. 1 f`` Credit losses (or Bad Debt) for accrual basis taxpayers. In computing tax, there may be deducted I{ from the measure of tax the amount of credit losses ` actually sustained by taxpayers whose regular books jof account are kept upon an accrual basis. 2 1, The amount of cash or trade discount actually taken by the purchaser may be deducted from the measure of tax if it was reported initially as gross. (i 3 Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 4 Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 5 Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 6 Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 7 Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 8 I' Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 9 Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 17 18 10 ' Most allowable deductions are listed. Your business may have a specific deduction allowed by law that is not listed. Use of the Other Deduction line requires 19 you to document or explain the deduction. Invalid deductions will be disallowed. 2/3/2022 15 Avenu Insights FileLocal —Daycare Activities, prouid'edi byl NonrProfit Organizations, I i Tax Code / Classification �Interest,on obligations Qfthe1statey its, political subdivision„andi municipal corporations. FileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. 0699 / Services & Other (Not Apportioned) Deductions - Other - Describe Services & Other (Apportioned) 1210 / Services & Other (Apportioned) Deductions - Eligible Fees, Dues, Charges, - 1211 / Services & Other (Apportioned) Deductions -Eligible Fees, Dues, Charge Radio and Television Broadcasting- Advertising Agency Fees/National;; Regional & Network Advertising,. Credit Losses 1212 / Services & Other (Apportioned) Deductions- Radio and Television Broadcasting -Advertising Agency Fees/National, Regional & Network Advertising 1201 / Services & Other (Apportioned) Deductions - Credit Losses Cash/Trade Discount 1203 / Services & Other (Apportioned) Deductions - Cash/Trade j Discount f Eligible Compensation from Public I 1205 / Entities for Health of Social' Welfare Services & Other (Apportioned) Deductions - Eligible Compensation from Public, Entities for Health of Social Welfare Professional Employer Services 1206 / Services & Other (Apportioned) Deductions - Eligible Amounts Representing Rental of Real Estate For Boarding Homes Interest on Investments/Loans, i 1213 / Secured by First Mortgages or Trust Services & Other (Apportioned) Deductions - Interest on Deeds on Non -transient residential Investments/Loans Secured by First Mortgages or Trust Properties Deeds on Non -transient residential Properties Interest on Loans to farmers;& 1214 / Ranchers, Producers of Harvesters. Services & Other (Apportioned) Deductions - Interest on of Aquatic Products, or their. Loans to farmers & Ranchers, Producers of Harvesters of Cooperatives I Aquatic Products, or their Cooperatives Artistic and Cultural Organizations, ! 1299 / i Services & Other (Apportioned) Deductions - Other 11 1 Most allowable deductions are listed. Your business may have a specific deduction allowed by law that is not listed. Use of the Other Deduction line requires 20 you to document or explain the deduction. Invalid deductions will be disallowed. Click here for instructions. (Links to a Form specific, FAQ that explains all deductions.) 2 Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 3 �, Click here for instructions. (Links to a Form specific FAQ that explains all (,# deductions.) 4 Credit losses (or Bad Debt) for accrual basis taxpayers. In computing tax, there may be deducted from the measure of tax the amount of credit losses i actually sustained by taxpayers whose regular books of account are kept upon an accrual basis. 5 The amount of cash or trade discount actually taken I^ by the purchaser may be deducted from the measure of tax if it was reported initially as gross. i, 6 Click here for instructions. (Links to a Form specific FAQ that explains all `` deductions.) I rN 8 9 10 Daycare Activities provided byjNon, � 1299/ 11 Profit Organizations Services & Other (Apportioned) Deductions - Other - Describe I Tax Code / Classification Manufacturing/Processing for Hire Credit Losses. 0101 / 1 i Manufacturing/Processing for Hire Deductions - Credit Losses Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) i• Most allowable deductions are listed. Your business may have a specific deduction allowed by law that is not listed. Use of the Other Deduction line requires you to document or explain the deduction. Invalid ! deductions will be disallowed. Most allowable deductions are listed. Your business may have a specific deduction allowed by law that is not listed. Use of the Other Deduction line requires you to document or explain the deduction. Invalid deductions will be disallowed. 4 I� Credit losses (or Bad Debt) for accrual basis taxpayers. In computing tax, there may be deducted from the measure of tax the amount of credit losses actually sustained by taxpayers whose regular books of account are kept upon an accrual basis. 21 22 23 2/3/2022 16 Avenu Insights F 11WL.W%.;U1 Please leave change tracking enabled to facilitate assessment. Eligible Gross Receipt%Tax;Paidl 0104 / AnotherrCity/ ! Manufacturing/Processing for Hire Deductions - Eligible Gross Receipts Tax Paid Another City Value of manufacturedlarticlesiforP ! 0199 / use of displaying art, objects or Manufacturing/Processing for Hire Deductions - Other presenting --,artistic or,cultural! exhibitions. Tax Code / Classification Printing/Publishing Credit; Losses 0401 / Printing/Publishing Deductions - Credit Losses Eligible Gross Receipts Tax Paid Another City Tax Code / Classification I Credit Losses i 0404 / Printing/Publishing Deductions - Eligible Gross Receipts Tax Paid Another City Extracting/ Extracting for Hire 1101 / Extracting/Extracting for Hire Deductions - Credit Losses Eligible Gross Receipts Tax, Paid, 1104 / Another City Extracting/Extracting for Hire Deductions - Eligible Gross Receipts Tax Paid Another City 2 3 5 6 j Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) Most allowable deductions are listed. Your business may have a specific deduction allowed by law that is not listed. Use of the Other Deduction line requires 24 you to document or explain the deduction. Invalid €' deductions will be disallowed. 25 ;i (1 i Credit losses (or Bad Debt) for accrual basis taxpayers. In computing tax, there may be deducted from the measure of tax the amount of credit losses jactually sustained by taxpayers whose regular books j of account are kept upon an accrual basis. r I, Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) I; 1 Credit losses (or Bad Debt) for accrual basis taxpayers. in computing tax, there may be deducted from the measure of tax the amount of credit losses actually sustained by taxpayers whose regular books of account are kept upon an accrual basis. 2 i Click here for instructions. (Links to a Form specific FAQ that explains all i deductions.) 27 2/3/2022 17 Avenu Insights ReLocalFileLocaI Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. ap ':a!i`•�°,`^=,�'�.q� "-TraG3` �'� � i { _ + t .?- d ."ti� '�� x z# .-rr,.. F t�,'r -�, �'�.`,p+S•'e ew f-- xi -a -a"- ..�, e ON •<- 'srzw z. ;� Yv�3^ jr Y,s A.'..•4''t L`'� nia:iad`�_ d5 £fi' W..e� ` 'h itA G' ��, 'i ��i.t fib`:^_"•�, -- � .k 1 ..�t �.',.... it .qg y p�KY °.� .. V,.' �•/' , `•"` ,.t 4-Yh ;7i'},�ii^.„ _ g: i�,,r ".�.'+. •-t.,."-'- K'•' ',_sa,S.t, a5'i^ _ {, N b FF W'!t,_ad 4 S _ p 9. '' - � �" t��h^�. �Ra �An e� - �, jj - _ P • �. Wx4�`ra < R- *�i tv,, M, ¢.iOEM v,'-� 1,Y idea-:S =#. w 'a'ed sfi1.„. 2/3/2022 18 Avenu Insights FiI e Loca I Filel-ocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. 2/3/2022 19 Avenu Insights r11CLV`VI Please leave change tracking enabled to facilitate assessment. Tax Code / Classification Amusement Games Qualified Prizes & Payouts 1 6018/ Amusement Games Deductions - Qualified Prizes & Payouts Tax Code / Classification Pull Tabs/Punch Boards iQualified' Prizes & Payouts 6118 / Pull Tabs/Punch Boards Deductions - Qualified Prizes & Payouts a Ii i{ 1 (, Click here for instructions. I; (Links to a Form specific FAQ that explains all } deductions.) I, f Et fi 1 ! Click here for instructions. (Links to a Form specific FAQ that explains all deductions.) 28 29 1, j� 1 Tax Code / Classification Bingo Qualified; Prizes,& Payouts, 6218 / 1 !, In computing the tax, imposed by this chapter, this Bingo Deductions - Qualified Prizes & Payouts item may be deducted from the measure of the gambling tax; please review City Code for applicability. 2/3/2022 20 Avenu Insiahts Fi I e Loca I%p Filel-ocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. 30 Tax Code / Classification.. ''. Raffles First $1%0,00jcVGross. Revenue for, 6320 /' 1 1i Click here for instructions. Nonprofit,Organizations Raffles Deductions - Gross Revenue for Nonprofit (Links to a Form specific FAQthat explains all Organizations }` deductions.) Qualified; Prizes,& Payouts 6318 / 2 l'l Click here for instructions. ' Raffles Deductions - Qualified Prizes & Payouts is (Links to a Form specific FAQ that explains all ' deductions.) `•' } 31 7 a t. w I� -. - ::_. ..:: ...>� -... ,. ..°_._ _... ..: :.:' .-.:=--=•-`" �. _:.: _:.....v..- _...::__::-: ::e.>.__-. ". :^-�>::-;::.: _^c __..._-. :::^: c=—."..:__... ,.-;.., _-:mac:: a:-_�-.._:.__ ._._ �.._ ..- Tax Code / Classification Admissions Charges i I � I j: is your business located in Auburn? Yes/No* If Yes, square footage worksheet required if no, square footage worksheet not required Square footage worksheet: Do you have more than 4000 square feet of warehouse space? Yes/No* If yes, required. If no, exempt (not required) Similar to Renton's tax credit. Each business that meets requirements Haven't engaged in business in City of Auburn within the last 5 years + employ 20+ FTE $1000 per FTE per quarter for the 15L 12 quarters or 3 years 2/3/2022 21 Avenu Insights HeLocalFileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. WT to get screen caps of Renton's new business tax credit 2/3/2022 22 Avenu Insiehts FileLoca) Filel-ocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. Appendix A Approvals We, the undersigned Project Manager, and members, have reviewed and are willing to accept this document. We recommend the approval of its contents. Agency Program Manager Auburn Representative Avenu Project Manager Avenu Business Analyst question Answer question Answer question Answer question Answer question Answer question Answer question Answer question Answer Kevin Fitzpatrick Jamie Thomas Karin Deering Rhonda Gilbert 2/3/2022 23 Avenu Insights HeLocalFileLocal Standard Implementation for Auburn Requirements Gathering Please leave change tracking enabled to facilitate assessment. Appendix B Account Setup Sample Screenshots Figure 1: Create a New Business Account ReLOCal9 . Test site for administrators crzty - do not use this site to file forms. Home Contact City Your one stop for local business licensing and tax filing Support FAQ Create a New Business Account Welcome to FileLocal. Follow the onscreen prompts to set up your FileLocal business account. Required fields are marked with an asterisk (*). QUICKSTART GUIDE ABOUT FEES, ETC User Information Create your Username: SIP Corp Create your Password: Re-enter the Password: First Name: Last Name: SIP User * I Corporation Phone Number: 206-740-9238 Email Address: Re-enter Email Address: joe@sipcorp.com * I joe@sipcorp.com Company Information Legal Business Name: NOTE: This identifies your legal business entity, as registered with the Washington State. This is NOT your Trade or Doing Business As (DBA) Name. Joe s Business Legal Mailing Address: City: Country: PO BOX 94669 * I Seattle I I United States V State: Zip Code: I Washington I * 198124 Type of Business: ICorporation V 2/3/2022 24 Avenu Insights