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Department of Revenue

To be the nation's most citizen oriented, efficiently administered, state tax agency.

Goals

Agency Goals and Objectives

State Strategic Plan Goal Reference: Goal 2. Strategic IT investment empowering delivery of citizen services.
Goal 3. Citizen one-stop shop anywhere, anytime, any device

Objectives

  • - Provide clear, accurate, and timely information to ensure citizens understand their filing obligations.
    - Continually strengthen working relationships with other state agencies, tribal and local governments, the federal government and the public.
    - Consistently present the department at its best.
    State Strategic Plan Objective Reference: Goal 2. Strategic IT investment empowering delivery of citizen services
    Goal 3. Citizen one-stop shop anywhere, anytime, any device

State Strategic Plan Goal Reference: Goal 2. Strategic IT investment empowering delivery of citizen services.
Goal 3. Citizen one-stop shop anywhere, anytime, any device
Goal 4. All enterprise products and services are widely leveraged to provide maximum benefit
Goal 5. The State’s information assets and citizens’ data are protected

Objectives

  • Be consistent with tax laws, administer highly efficient and effective services to increase compliance with taxes and reduce gaps between taxes paid and owed.
    Be consistent with the alcoholic beverage laws, administer highly efficient and effective regulations for the manufacture, importation, distribution and sale of alcoholic beverages to promote public health and safety.
    Prevent unauthorized disclosure of confidential or privileged materials.
    Uphold the Taxpayer Bill of Rights.
    Process data and revenue accurately and timely.
    Provide efficient and effective services through the implementation of innovative ideas and use of best practices.
    Continually review business processes and adapt to changes as needed to foster equity and uniformity in collection practices and tax laws.
    Ensure all property in the state is valued at 100% of market value.
    Provide accurate and timely certified taxable values to all taxing jurisdictions.
    Increase and enhance electronic filing and payment services.
    Timely distribute unclaimed property to rightful owners.
    Provide a simple and seamless process for business registration and licensing through the e-Stop Business Licensing program.
    State Strategic Plan Objective Reference: Goal 2. Strategic IT investment empowering delivery of citizen services.
    Goal 3. Citizen one-stop shop anywhere, anytime, any device
    Goal 4. All enterprise products and services are widely leveraged to provide maximum benefit
    Goal 5. The State’s information assets and citizens’ data are protected

State Strategic Plan Goal Reference: Goal 1. An innovative workforce dedicated to reshaping the way IT Services are delivered

Objectives

  • Train, guide and empower employees.
    Attract and hire the best qualified applicants and encourage a diverse workforce.
    Retain qualified and competent staff.
    State Strategic Plan Objective Reference: Goal 1. An innovative workforce dedicated to reshaping the way IT Services are delivered

Information Technology Resources and Capabilities

Number of FTE: 28

The Application Development Bureau is responsible for maintaining, enhancing, operational monitoring, system security and upgrading of all tax administration and custom-built software systems in accordance with standard software life-cycle management processes. The Application Development Bureau provides internal and external customer support for data queries, system updates, user access, version implementation, testing support, business analysis, project facilitation, and deployments. The bureau works closely with outside agencies, cities, and counties by providing data, analysis, and software systems to assist in tax administration and revenue collection.

Number of FTE: 12

The Technical Operations Bureau is responsible for supporting approximately 650 FTEs and approximately an additional 70 temp staff during the tax season. Support is provided at three DOR offices in the Helena area, as well as 26 remote offices throughout the state. This group is also responsible for the administration of approximately 160 virtual servers, used to run DOR applications.

Projects

Division
Project / Program Purpose and Objectives
State Strategic Plan Goal/Objective Reference
Estimated Start Estimated Delivery
Estimated Cost Comment
HB 10 Request Funding Sources : - Comment:
Annual Costs Upon Completion Comment
Status of the project as of March 31, even numbered years. Indicate % completed and status of funds expended.

Summary of Hardware

I have reviewed all of my agency's systems in Assurance CM and certify that it is accurate: Yes

Total Number of Appliances 2 OpenText RightFax is a server-based software application for centralized, paperless faxing. It supports virtual, physical, or hybrid fax architecture and integrates with all major line-of-business applications and devices (either natively or through our Paperless middleware). RightFax scales to support nearly unlimited fax document volume.
Total Number of Physical Servers 2 IBML Scanner Servers - There are two high speed scanners that have internal scanners. They are used for scanning (OCR) high volumes of individual and business tax documents each year.
Total Number of Virtualized Servers
Total Usable Storage Space GB
Device Type Quantity Estimated Replacement Value Comments
Desktops 163 112796 Any average cost for a desktop replacement of ($692) was used to calculate the overall replacement value
Laptops and Tablets 933 1298920 Lenovo and Microsoft Surface Pros are used in DOR. Because of the pandemic, most users have been transitioned to mobile devices. Also, Surface Pros are used by Property Assessment Division, Cannabis Division and Business and Individual Tax (BIT) Division for field inspections/appraisals.
Printers 196 99500 An average cost for DOR's printer fleet was used to calculate the overall replacement value
Cameras 200 32000 Cameras are used by field residential and commercial property appraisers, primarily in the Property Assessment Division.
Barcode Scanners 19 38000 Barcode scanners are used in the State Liquor Warehouse to accept new liquor deliveries, fill orders and for performing inventories.
Document Scanners 169 405000 Document scanners are primarily used in DOR Property Assessment Division. Average cost is $2,396/scanner.
IBML Image Trac 6450 Scanners 2 500000 These are high speed scanners used to scan (OCR) large quantities of individual and corporate tax forms. Replacement cost per IBML scanner is roughly $250,000.
Projectors 14 32000 Conference room projectors. Average replacement cost is $2,285/projector.

Agency Contact Information

Agency Director / Administrator
Brendan Beatty
406-444-1900
bbeatty@mt.gov
PO Box 5805 Helena, MT 59604-5805
IT Contact (CIO / IT Manager)
Manuel Soto
406-444-4395
manuel.soto@mt.gov
PO Box 5805 Helena, MT 59604-5805
Information Security Manager
Margaret Kauska
406-444-9535
mkauska@mt.gov
PO Box 5805 Helena, MT 59604-5805