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Tax as a Service (TaaS) Explanation and Logistics

 

Overview:

 

White Label Communications’ Tax as a Service (TaaS) offering is a “one-stop-shop” for Partners requiring assistance with telecom tax filings. White Label is partnering with Inteserra, a FAStek Company and a leader in the telecom tax compliance field. By subscribing to White Label's TaaS, Inteserra/FAStek will handle the required certifications, ongoing compliance reporting and telecom related tax filings for state & federal authorities.

 

White Label Offers our Partners two (2) options under the TaaS program:

 

Option1: Tax Compliance Only - $100 per month per state, and 5% of all revenue of invoiced items that utilize the SureTax database for purpose of calculating a tax.  What’s Included:

  • State and Local Communications Tax Returns Preparation
  • Filing and Remittance of State and Local Tax Returns, including sales tax
  • Monthly Escrow Account Reconciliation
  • Customer Portal with copies of all filings
  • USF Traffic Studies

 

Option 2: Regulatory and Tax Compliance - $350 per month for the first state and federal, $100 per month for each additional state, and 5% of all revenue of invoiced items that utilize the SureTax database for purpose of calculating a tax. What's Included:

  • State and Local Communications Tax Returns Preparation
  • Filing and Remittance of State and Local Tax Returns, including sales tax
  • FCC Regulatory Compliance Filings
  • State Regulatory Compliance Filings (PUCs)
  • Secretary of State (SOS) Compliance Filings
  • Monthly Escrow Account Reconciliation
  • Tax and Regulatory Customer Portal with copies of all filings
  • Designated Communications Regulatory Compliance Expert
  • USF Traffic Studies

 

If required, additional one-time fees/services offered by Inteserra/FAStek:

  • Secretary of State (SOS) Certificate of Authority Registration
  • Registered Agent Service
  • PUC Registration
  • FCC 214 Registration/if company needs international authority
  • Initial FCC Registrations/CORES and Carrier Registration
  • Tax registrations/permits
  • CALEA Manual Preparation
  • CPNI Compliance
  • FCC Robocall Mitigation Database Registration
  • FCC Form 477 data preparation
  • Exemption certificate management

 

What's Not Included: State and Federal income tax filings, property tax filings

 

Pricing:

Depending on the option chosen, White Label will invoice our Partners the monthly fees above

PLUS 5% of invoiced items that utilize the SureTax database for purpose of calculating a tax. The aforementioned 5% (6% if you include the SureTax Fee) can be added to customer invoices in the form of a Recovery Fee by utilizing the Recovery Fee capability in our billing system.

 

Requirements:

  • Partner must use White Label’s billing/invoicing system
  • All MRC & NRC items added to White Label’s billing/invoicing system must be reviewed by White Label to ensure all items are mapped/rated properly by SureTax
  • Partner cannot modify tax setting on MRC & NRC items without being reviewed by White Label, again to ensure items are mapped properly with our tax engine, SureTax
  • Partner must agree to allow White Label and Inteserra/FAStek to access all tax reports in their Partner Portal
  • If Regulatory reporting option selected, Partner must provide total company billed revenues each month and other information that may be requested by Inteserra to complete filings

 

Logistics:

 

  • All Partners will sign-up for TaaS via this web site: https://inteserra.com/whitelabel-and-fastek/ and https://inteserra.com/whitelabel-and-fastek-services-agreement/. The customary information is required, e.g. first & last name, company name, email, phone number, etc.
  • Once the sign-up is complete someone from Inteserra/FAStek will contact the Partner to gather additional information, e.g. what they are currently doing with respect to tax filings, the states they provide services, the states they are registered with/in, establishing an escrow account, etc.
  • Once the Partner is "fully" signed-up Inteserra/FAStek will notify us by sending an email to training1@whitelabelcomm.com and accounting@whitelabelcomm.com
  • Partner Development (Paul Olmo, polmo@whitelabelcomm.com) will then provide FAStek access to the Partner's SureTax reports by sending an email to John Willis at jwillis@fastektax.com
  • The first week of every month FAStek will email a summary/reconciliation report to training1@whitelabelcomm.com and accounting@whitelabelcomm.com with a list of Partners receiving TaaS and the states Inteserra/FAStek is filling for each Partner
  • The FAStek Points of Contact (POC); 1) Tom Forte should be contacted pre-sales, i.e. if the Partner has any questions regarding how the service works before they sign-up. Tom can be reached via phone @ M:756.9462 | P:407.740.3001, Calendly @ https://calendly.com/tforte-2 AND email @ tforte@inteserra.com. 2) John Willis should be contacted post-sales, i.e. after the Partner has signed up, for operational questions. John can be reached at 513-703-3093 and jwillis@fastektax.com.