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1Copyright 2008. All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware.
Case Study: POS Solution at the
Kelly-Moore Paint Company
Case Study: POS Solution at the
Kelly-Moore Paint Company
Wednesday, March 26, 2008
2Copyright 2008. All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware.
Housekeeping ItemsHousekeeping Items
Today’s webinar will last for 60 minutes, ending at 1pm eastern time.
The last 15 minutes of today’s program have been reserved for questions & answers.
We will launch a brief survey at the conclusion of today’s webinar. Those who complete the survey will be entered into a drawing for a TomTom ONE GPS car navigation system.
Jim PanagasVice President of Marketing
ADP Taxware
3
CPE CreditCPE Credit
Are you applying for
CPE credit for today’s
webinar?
A. Yes
B. No
C. Not applicable
RequirementsLog in from same e-mail address
that you used to registerStay for the full hourAnswer 5 out of 6 polling questions
Receive your certificate via USPS in approx. 30 days.
AgendaAgenda1. Introductions
2. Presentation by Carl Sweetland, Kelly-Moore Paint Company, with commentary from rest of panel
3. Polling Questions Throughout Program
4. 15-minute Question & Answer Segment
5. Upcoming Events
Copyright 2008. All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware.
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Today’s PanelistsToday’s Panelists
Carl SweetlandVice President
and CIOKelly-Moore Paint Company
Steve KlinglerSr. Vice President of
Business DevelopmentTomax, Inc.
Tim WalshSenior Director of
Product ManagementADP Taxware
Gary RucinskiDirector, Core Product
DevelopmentADP Taxware
Anna-mary CullenTax Counsel
ADP Taxware
6Copyright 2008. All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware.
Background InformationBackground Information
171 Locations in nine states
Three manufacturing/ warehousing sites
2000+ employees
10% Retail and 90% Wholesale
Revenue between $300k to $500k
Two to ten lanes of traffic
Kelly-Moore Paint Company
7Copyright 2008. All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware.
Kelly-Moore’s ChallengesKelly-Moore’s Challenges
• General TransactionsCurrent site tax rate
Retail customers receiving product in different locations
• Painting ContractorMultiple delivery points
Resale Certificates
8Copyright 2008. All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware.
Why ADP TaxwareWhy ADP Taxware
• Proven SolutionSaw presentation of working solution
Cost comparison versus competition
• Strong IntegrationTomax had already built 80% of the integration that Kelly-Moore required versus other tax solutions
Proven partnership with Tomax developers
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Polling Questions 1 & 2Polling Questions 1 & 2
1. Which Point of Sale system is your company currently using?
a) Tomax Retail.net b) Homegrown c) Other d) Not applicable
2. Which tax engine is your company currently using?
a) Taxware b) Sabrix c) Vertex d) Homegrown e) Other f) Not applicable
RequirementsLog in from same e-mail address
that you used to registerStay for the full hourAnswer 3 out of 4 polling questions
Receive your certificate via USPS in approx. 30 days.
10Copyright 2008. All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware.
Current FootprintCurrent Footprint
• Sales and Use Tax System
All store POS registers point to the internal Sales and Use Tax System server that calculates tax
• TaxSolver
Set up and integrated
Currently testing
• Future
Use TaxSolver for all tax preparations
Oracle Integration
Read in greater detail about how Kelly-Moore Paints solved its retail POS
challenges by downloading this case study at adptaxware.com. It’s posted on the
“resource library” page.
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Polling Questions 3 & 4Polling Questions 3 & 4
3. Are your POS transactions...a) Straightforward sales
transactions that take place at the store level
b) More complicated orders that involve shipping and delivery
c) Both d) Not applicable
4. What percentage of your customers buy at wholesale using resale certificates?
a) Less than 5% b) 5-20% c) 21-50% d) More than 50% e) Not applicable
RequirementsLog in from same e-mail address
that you used to registerStay for the full hourAnswer 3/4 polling questions
Receive your certificate via USPS in approx. 30 days.
12Copyright 2008. All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware.
BenefitsBenefits
• Correct Taxation all the time
• Simplified tax reporting
• Integrated with current retail solution
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Polling Questions 5 & 6Polling Questions 5 & 6
5. What is the single biggest challenge that your company faces from a retail point of view?
a) Keeping up with tax rate changes b) Dealing with sales tax holidays c) Dealing with Max Tax d) Tracking resale and exemption
certificates e) Dealing with “send sales” situations f) All of the above g) Other h) Not applicable
6. Does your company plan to make any significant changes to its POS or tax system...
a) Within the next 6 months b) Within the next year c) Within 1-2 years d) Within 3-5 years e) No changes currently planned f) Not applicable
RequirementsLog in from same e-mail address
that you used to registerStay for the full hourAnswer 3/4 polling questions
Receive your certificate via USPS in approx. 30 days.
14
Questions & AnswersType your questions into the “Q&A” window on the right hand side of the screen
Carl SweetlandVice President
and CIOKelly-Moore Paint Company
Steve KlinglerSr. Vice President of
Business DevelopmentTomax, Inc.
Tim WalshSenior Director of
Product ManagementADP Taxware
Gary RucinskiDirector, Core Product
DevelopmentADP Taxware
Anna-mary CullenTax Counsel
ADP Taxware
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Today’s Webinar Brought to you by…Today’s Webinar Brought to you by…
www.kellymoore.com
888-MR PAINT
www.adptaxware.com
877-TAXWARE
www.tomax.com
801-990-0909
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Kelly-Moore Case StudyKelly-Moore Case Study
• Read about Kelly-Moore Paints and their retail POS solution in greater detail
• Download a copy of their case study at adptaxware.com It’s posted on the “Resource Library” page.
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Closing ItemsClosing Items
Reminder: CPE certificates will be emailed within 30 days for those of you who met all of the requirements.
Complete our on-line survey – you could win a TomTom ONE GPS car navigation system.
Next webinar: the Ever-Changing Puerto Rico Taxes,” Wed., April 16th, 12-1pm EST.
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If you enjoy our Webinar Tour, try our Seminar SeriesIf you enjoy our Webinar Tour, try our Seminar Series
Free, half-day seminars in major cities across the country
A great way to learn how your company can meet the challenge of tax compliance
For information and on-line registration, go to adptaxware.com and click on the “seminars”tab
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ADP Taxware Seminar SeriesNext stop on the tourADP Taxware Seminar SeriesNext stop on the tour
Thursday, May 8th – Coors Field – Denver, CO
On-line registration now available! Go toadptaxware.com and click on the “seminars” tab.