Specifications include, but are not limited to: (1) Provides Users The Capability To Directly Enter New Profile Information About The Taxpayer Into The System. Items Needed: Taxpayer Name, Dba, Physical Address, Mailing Address, Social Security ANDFederal Id (need to have both ), Owner Name, Address, Phone, Email, Website, Tax Entity (Corp, S‐Corp, Partnership, Estate, Sole Prop, Reit, Nonprofit), Year End (Day.Month), # Employees MUST 3RD PARTY SUPPLIED (NON‐EMBEDDED) (2) Auto Generate 5 Digit Numerical Account Number ( Starting # To Be Defined By BCFC) MUST (3) Account Status With Audit History ‐ Open, Closed, Hold ‐ Reason(Bankruptcy, Legal Action) MUST (4) Summary Balance Due (Business License, Tax) MUST (5) Notes ‐ Ability To Transfer Current Notes And Enter Unlimited New Notes That Can Be User Defined Categorized. No Size Limits On Notes MUST (6) Attachments ‐ Ability To Attach Documents (Pdf, Excel, Word) To Taxpayer Individual Accounts MUST (7) Provides The Capability To Notify If A Potential Duplicate Account Exists In The System Before Creating A New Taxpayer MUST (8) Provides the capability to enter information for multiple contacts at the taxpayer, tax type, and/or location, and maintain the effective start and end dates for each contact SHOULD (9) Provides a means of creating reporting periods based upon when a tax type begins and ends for an account MUST (10) Provides the capability to link taxpayers related in a parent and subsidiary relationship. SHOULD (11) Provides the capability to link businesses that have merged to form a new entity. SHOULD (12) Provides a means to denote on the taxpayer’s profile that the taxpayer is out of business SHOULD (13) Provides a means to denote on the taxpayer’s profile that the taxpayer is deceased SHOULD (14) Provides a means to denote on the taxpayer’s profile that the taxpayer is potentially dangerous or a threat to the agency or agency personnel SHOULD (15) Supports delegation of authority for customer agents. (POWER OF ATTY, PAYROLL AGENCY) WOULD (16) Supports authorized agents to manage multiple customers and accounts with a start and stop effective date WOULD (17) Supports authorized agents to manage multiple customers and accounts with a start and stop effective date SHOULD (18) Provides for the entry of multiple addresses for a single taxpayer with a start and stop effective date and type of address SHOULD (19) Provides for the entry of multiple addresses for each tax type for which a taxpayer is responsible. SHOULD (20) Provides for the entry of multiple addresses for each of the taxpayer’s reporting locations. MUST