KDS SC, INC. software &consulting PDF Tax Form Services™ using SAP Tax Reporter Author: Andreas Mau andreas@kdssc.com Klaus-Dieter Spatz — kiaus@kdssc.com KDS Software & Consulting, Ine 3718 Jefferson Court Redwood City, CA 94062 Norice KDS Software & Consulting, Inc., reserves the right to claim the following document as intellectual property. No part of this document may be reproduced or transmitted in any form or for any purpose without the express permission of KDS Software & Consulting, Inc... The information contained herein may be changed without prior notice./ KDS SC, INC. PDF Tax Form Services ™ software &consulting Table of Contents 1 EXECUTIVE SUMMARY 4.1. Background . 4.2. Solution Proposal... 2 SOLUTION... 21 Key features 2.2 Simple PDF Tax Form Administration 3 DEVELOPMENT EFFORT. 4 KDSSC, INC. COMPANY PROFILE. 44 Our Approach .. 42 Our Services. APPENDIX A Recent Clients & Projects... 01/20/09 CONFIDENTIAL Page 2A= * / KDS SC, INC. PDF Tax Form Services ™ software &consulting 1 Executive summary 1.1 Background Currently no SAP functionality exists in releases below ERP 2005 (ECC 6.00) to support Adobe PDF forms for US tax reporting purposes. In the following proposal KDSSC, Inc. proposes a development for functionality that would allow US tax reporting with legal PDF forms in SAP release ERP2004. 1.2 Solution Proposal The proposed solution would be a standalone solution that does not require any modifications to the current SAP Tax Reporter solution. All components developed through this proposal shall solely interface with SAP Tax Reporter via standard interfacing and service methods Goal of this proposal is to achieve a solution that is simple in its appearance, easy to use and easy to learn. The scope of PDF Tax Form Services is to allow generic interfacing with the currently existing SAP Tax Reporter modules as well as it can utilize parts of other SAP interfacing and services tools to support the data traffic of all underlying business scenarios. SAP's US payroll functional areas can be used in a new way which allows existing clients to participate in PDF Tax Form Services. Such services allow a company to comply with legal reporting procedures. PDF Tax Form Services will offer multiple functions such as selections, configuration, and administration of legal PDF tax forms. 01/20/09 CONFIDENTIAL Page 3PDF Tax Form Services ™ / KDS SC, INC. software &consulting 2 Solution The scope of the new PDF Tax Form Services is to allow generic interfacing with the currently existing SAP Tax Reporting modules as well as it utilizes parts of SAP's ABAP infrastructure to support the data traffic in all legal tax form processes. SAP Tax Reporter Configuration, ibs Sc Inc recess, Reraarirm | acco software Be Bera Ci Sarcig Delotta) Prining Notations Fig. 1.: Component diagram of PDF Tax Form Services ™ 2.1 Key features Standalone PDF forms solution SAP tax Reporter to PDF tax form field parsing/mapping Seamless integration of traditional SAP Tax Reporter and Adobe POF forms Easy-to-use PDF tax form administration with templates Configuration of new forms, additional fields, and field changes Legal PDF tax form support Interfaces: ‘© SAP tax reporter configuration and tax result data Print and store notifications SAP ESA (Enterprise Service Architecture) compatibility 01/20/09 CONFIDENTIAL Page 4KDS SC, INC. PDF Tax Form Services ™ software &consulting 2.2 Simple PDF Tax Form Administration ‘Sample form processing: ana a oi = Gaagaa 1 Se | ey A 6: no ARE a a en Before PDF Tax Form Services After PDF Tax Form Services Fig. 2.: Simple form processing before and after PDF Tax Form Services. 01/20/09 CONFIDENTIAL Page 5A= * / KDS SC, INC. PDF Tax Form Services ™ software &consulting 3 Development Effort The length of the project strongly depends on the detailed features of the final parser version which will have to be determined. The development will be performed your SAP systems. The implementation can be done in multiple phases to enable high priority forms first. A multiple phased implementation project could have the following phases: Phase |: Detailed requirements, specifications and prototype development of an Adobe PDF form including development/configuration of the first high priority forms. Deliverables: Prototype of PDF Tax Form Services with at least 1 high priority tax form. Additional high priority forms configuration and development of final parser version Deliverables: Final version of PDF Tax For Services with multiple high priority tax forms. Configuration of all forms required. Test of final version. Deliverables: Final version of PDF Tax Form Services with multiple high priority tax forms Phase 01/20/09 CONFIDENTIAL Page 6A= * / KDS SC, INC. PDF Tax Form Services ™ software &consulting 4 KDSSC, Inc. Company Profile Our success has been built on recruiting and retaining the best team of senior SAP HRYPayroll specialists, combined with a long track record of customer success stories. This includes implementations, upgrades, support, and the provision of strategic business advice to ensure the best return on investment and lowest total cost of ownership. 4.1. Our Approach At KDSSC, Inc. we recognize that organizations often have individual business requirements that cannot always be addressed adequately by package solutions. With our comprehensive understanding of HR / Payroll business processes and our emphasis on a “total solution” for our clients, we have already developed various tools to address common gaps in system functionality. Specific attention is paid to the cost of ownership, maintainability and portability from version to version as part of any solution. Combined with our high level of expertise, we have an enviable record of delivering successful outcomes to our customers and developing ongoing and cost effective business relationships in support of their business critical SAP HR/Payroll systems. 4.2 Our Services KDSSC, Inc. offers the following services: * Strategie Consulting: including planning for implementations, upgrades, system roll- outs, business case development and change management. «Project management: All project managers are specialists in SAP implementations with both product and implementation experience — allowing for successful implementation across all platforms. + System Evaluation: An assessment of how well the applications integrate into your existing business processes and identify any associated risks. * Business Process Reviews: Ensuring an alignment of “best practice” business processes with your SAP HR/Payroll software. Restructuring and Integration Support: Planning and analysis expertise to support the execution company restructures, acquisitions, mergers, splits and downsizing. + HR/Payroll True Positioning Service: An objective assessment of your true position in terms of HR/Payroll business processes, the SAP HR/Payrall system and the users. 01/20/09 CONFIDENTIAL Page 7A= * / KDS SC, INC. PDF Tax Form Services ™ software &consulting The outcome is twofold: first, a clear documented view of the current status of your HR/Payroll business processes, systems and skills; second, a proposed path forward based on the analysis of our senior industry professionals. + Functional and Technical Consulting: Including all aspects of the SAP HR/Payroll solution, Employee Self-Serve (ESS), Managers Self Serve (MSS), Worktlow, Business Warehouse and associated technical support (Basis, Authorizations, ABAP_ and WebDynpro development and support). «SAP HR/Payroll Support Services: Our SAP HR/Payroll support services give you remote and/or on-site access to their entire team of expert consultants to enable you to manage your department with maximum efficiency and minimal risk for years to come. 01/20/09 CONFIDENTIAL Page 8i o KDS SC, INC. PDF Tax Form Services ™ software &consulting Disclaimer Some software products marketed by KDSSC, Inc. contain proprietary software components of other software vendors. PDF™, Adobe®, Adobe Acrobat®, and other related products are trademarks or registered trademarks of Adobe Systems, Inc SAP, RIB, mySAP, mySAP.com, xApps, xApp, and other SAP products and services mentioned herein as well as thelr respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world, Microsoft®, WINDOWS®, NT, EXCEL”, Word”, PowerPoinf® and SQL Server” are registered trademarks of Microsoft Corporation. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C°, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA? is a registered trademark of Sun Microsystems, Inc., JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. All other products and services mentioned within this document are the trademarks of their respective companies 01/20/09 CONFIDENTIAL Page 9/ C KDS SC, INC. software &consulting PDF Tax Form Services ™ Appendix A Recent Clients & Projects Clients KDSSC, Inc. (PoIT)/KDS has provided support to Monier LifeTile since the year 2000 for the entire HCM suite, During this time we have implemented Gamishments, Third Party Remittance and MonierLifetile _ups‘aded to SAP R/S Enterprise. Our recent projects with Monier MAHLE where PDF Employment Change Notifications and Benefits reporting, Driven by performanc® notfcation and supported the upgrade to ECC 5. KDSSC, Inc. (PoIT)/KDS has a long history with Mahle, spanning back to the first implementation of SAP in 1998. KDSSC, Inc./KDS implemented Payroll and Talent Management with supervisor Projects Co ‘Area on SNOT Meanie, HPVPayroll Suppor Current ERP 2008 usA Training & events management Implemented ECC5.0 Upgrade to ECC 5.0 lnplemented HRPayrall Support Current SAP RG Eniorpase PDF Employment Change Notice Implemented Garnisnment Implemented ‘Opus, Austral | HAVPayral Support Agreement Current 450 Business Support Current Recruitment Project Preparation HRUPayroll 4.6 Upgrade Implomentes Optus Restructure Planning Bosch, Austvalia. | HR’Payroll Support Agreement Current 4 Upgrade to 4.7 Underway Toysta, HRPayrall Suppor Current Australia Workflow Support Current Advisory and Development Services | Current Position Management Implementation Completed Timesheet Upgrade on Neweaver Underway Upgrade to ERP2005; Underway io Tinto, ‘Global implementation Current ERP 2005 world wide | WAC Integration project Implemented Comalco Training & events management Implemented Goal Austraia | Employee Solf Service Functions Implemented Hamersiey | Implementation of Hunter Valey Coal | Implemented AL implementation of Gemco / Temco Underway 01/20/09 CONFIDENTIAL Page 10PDF Tax Form Services ™ software &consulting Company ‘Areal Date Son 01/20/09 CONFIDENTIAL Page 11