A lot of medium and large Tax Departments have your exact problem. Some companies process payments through their Treasury Department and some others work directly with their bank to process ACH payments. No matter what the approach, the process is painfully slow.

Working with a Fortune 100 with this exact problem, we were able to reduce a payment process that took over 40 hours of a preparer’s time to about 4 hours. The secret to our solution was RPA (Robotic Process Automation). For this solution, we used one of the top 3 RPA tools called UiPath which allowed us to develop State-specific robot instructions to navigate through multiple pages and populate each State Treasury website’s online payment forms. The robots were instructed to open and read the MS Excel that was used by a Tax Manager to calculate the quarterly payments and then transfer that information to various forms and pages of the State Treasury’s website. The entire process was automated except for the last “Check-Out” or Confirmation page. To submit the payment, the robot waited for a human to review the information and click the Submit button to send the payment.

This process automatically repeated for every entity listed on the Tax Manager’s Excel list of entities that had the amount column populated.

I’ll be happy to discuss the details, if anyone is interested.
alex.fazelat@taxtechnologysolutions.com