HTAX/ATAX Monthly Licensee Report

Hello everyone! Another customer request we thought many of you could use, so keep them coming!: We've added a specialized report for municipalities that collect hospitality tax and accommodations tax - the HTAX/ATAX Monthly Licensee Report.

What's New?

This new report provides a comprehensive view of your hospitality and accommodations tax licensees and their reporting activity. It's specifically designed to help you track compliance, identify non-reporters, and manage your HTAX/ATAX program more efficiently.

What the Report Shows

The Monthly Licensee Report gives you a Year-to-date picture of your tax program for any given month:

Active Licensees See all businesses currently licensed to collect hospitality and accommodations taxes in your municipality. The report includes: - Business names and locations - Tax types each business is licensed for (HTAX, ATAX, or both) - Contact information

Reporting Status For each month, you can quickly see which businesses have paid and which haven't.

Why This Matters

One question you might have is: "What makes this different from other tax reports?"

Hospitality and accommodations taxes have unique compliance challenges:

• Monthly filing requirements create more opportunities for businesses to miss deadlines
• Seasonal businesses may only report during certain months
• New restaurants and hotels need education about filing requirements
• Tourist areas see high turnover in licensed businesses

This report can help with these challenges, making it easier to spot compliance issues and take action.

Use Cases

Compliance Monitoring At the beginning of each month, run the report for the previous month to quickly identify: - Which businesses haven't filed - Who needs a reminder - Patterns of chronic non-compliance

Follow-Up Tracking The report helps you organize your follow-up efforts. You can: - Generate a list of businesses to contact about missing returns - Track which businesses you've already reached out to - Document compliance patterns for enforcement purposes

Revenue Forecasting By seeing month-over-month trends for individual businesses and the program overall, you can: - Identify seasonal patterns - Spot unusual drops that might indicate underreporting - Project future tax revenues more accurately - Notice when established businesses stop reporting (possible closure)

Council Reporting The summary information makes it easy to report to council on: - Total HTAX/ATAX collections for the month - Compliance rates - Growth or decline in the tax base - Enforcement activities needed

Export Options

The report can be exported to Excel/CSV for further analysis

Getting Started

The HTAX/ATAX Monthly Licensee Report is available now in your licensing module under 'Reports'.

If you need help or have questions about using the report effectively, reach out and we'll walk you through it!