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Welcome to theTaxware Sales Tax Services (STS) Tour Lets begin with what Tax Managers doAdvance to Next Slide

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2014 Taxware, LLC www.Taxware.com2

1. File2. Remit3. Report4. RepeatEasyRight?You Manage Sales & Use Tax NextPrevious 2014 Taxware, LLC www.Taxware.com3

210 million tax rules13,000 state and local jurisdictions in the U.S1000s of product and service codesNoticesCompleting FormsUpdating Forms Filing with Multiple EntitiesAudit DefensePenaltiesFeesCodes by industry, method of delivery, packaging, etc.FilingWeb File Print & Mail ReturnsHold Credits Print ChecksExecute ACH (Treasury) EDI File Exemption Certificate ManagementIts not easy. Theres so much more to filing returnsNextPrevious 2014 Taxware, LLC music by audionautix.com 2014 Taxware, LLC www.Taxware.com4

Andyou have even MORE to do!Maintaining Forms Remittance Sales Tax ReportingTax PlanningTax ProjectsManage, develop, train tax staffFinancial Analysis Account ReconciliationsManage Tax ComplianceNextPrevious 2014 Taxware, LLC www.Taxware.com5But, theres a better way

2014 Taxware, LLC www.Taxware.comWe dont have a great website right now, but prospects do visit it.

But, what happens when they view it and leave? Did we just lose a potential sale? How do we recapture their interests? Basically, what we need to do is put our website to work for us.

First-time visits only result in 2 % of conversions. So, what we need to do is re-target them or get in front of their faces again to remind them about Taxware.

Thats where AdRoll comes into play.6

With

You Gain an Entire Team!NextPrevious 2014 Taxware, LLC www.Taxware.com7

From preparing, filing, payment and agency notice management, STS eliminates the hassles associated with sales and use tax returns.With Taxware STS, you can leverage:

Multi-lingual Capabilities (i.e. Fluent Spanish for Deciphering Puerto Rico Tax Rules)40+ Attorneys, LLMs, CPAs, MSTs, MBAs, CMIs100% US-Based In-House TeamDedicated Account ManagersNetwork of Senior Contacts at the Various Departments of RevenueNextPrevious 2014 Taxware, LLC www.Taxware.com8

A Smarter Use of Your ResourcesYour Team Can Focus on:

STS will take on the burden of tax filing, remittance & reporting.Strategic Growth InitiativesProactive Tax ProjectsInnovative Tax PlanningBusiness & Process ImprovementsFinancial ForecastingBeing a Strategic Business AdvisorNextPrevious 2014 Taxware, LLC www.Taxware.com9

Rely on STS for:

Import Your Data and STS Does the Rest Accurate sales and use tax returns filing (electronic and paper) Tax return payments (ACH and check) Agency notice management Administration of pre-payments and adjustments such as credits, over- collected tax and holdsNextPrevious 2014 Taxware, LLC www.Taxware.com

We make it easy for you.NextPrevious 2014 Taxware, LLC www.Taxware.comBenefitsGain an Entire Team of Experts All for the Same or LESS Than Your Current Cost Per ReturnStay Current on Tax Rules & RatesMinimize Late Fees and Filing ErrorsReduce the Burden of Day-to-Day Filing, Remittance and ReportingFree up Your Staff for Strategic Planning and Growth Projects

NextPrevious 2014 Taxware, LLC www.Taxware.com

Your Current Filing Process

Number of Unique Returns Filed Number of Entities Number of Data Sources Number of Staff Burdened Hourly Rate Hours for Rate/Rules Research (Month) Changing Tax Rates, Rules, Due Dates, Form Changes and New Forms. 40 1 2 1 $25.00 4

$138 $2,763$33,150 64%

$32 $1,280$15,360

$106 $1,483$17,790 Cost Per Return Monthly Research, Filing, Payment Notices Annual Cost % of FTE SalaryWith Taxware STS

Cost Per Return Monthly Cost Annual CostReturn on Investment

Difference Per Return Difference Per Month Annual Difference (First Year ROI)This is how much it can cost you to do it in-houseThis is how much it can cost you with Taxware STSThis can be your ROI$33,150

$15,360

$17,790 The Bottom LineNextPrevious 2014 Taxware, LLC www.Taxware.com13

With Taxware STS, You Can:Leverage the expertise of over 40 Tax Research Experts to keep up with tax rules in 13,000 jurisdictions and maintain 1,200 tax form changes each yearTrim the fully-loaded cost of preparing a returnMitigate the risk of missed filing deadlines due to absence or change in staffEliminate the burden of investigating and responding to agency inquiriesNextPrevious 2014 Taxware, LLC www.Taxware.com14

For a Personalized ROI Analysis

Contact

Taxware.com/contact866-890-3970

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