Online Tax Filing Made Easier and More Efficient With Less Expensive Infrastructure

Copyright 2009 Adobe Systems Incorporated. All rights reserved.

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Online Tax Filing Made Easier and More EfficientWith Less Expensive InfrastructureRonny Van de MaeleBusiness Mngr. – iDA MediaFoundry

Oasis ConferenceBrussels, February 19, 2009

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Evolution from Paper to Electronic Form processing

Universal experience

Interactive experience

Guided experience

Rich engaging experience

Static form Dynamic form Form guide RIA

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ECM CRM/SFA ERP LDAP PLM Other

From System Centric to People Centric Application Strategy

System Centric Strategy

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ECM CRM/SFA ERP LDAP PLM Other

End-User (Citizen) Centric Application Strategy

End-User Centric Strategy

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Can It be Both “More Engaging” and “Lower Cost”?

Yes if Citizen facing applications are enhanced with

“consumer type” design Existing backend systems can be leveraged Offline activities are made easy, secure and

efficient So that peaks are far less problematic

Deployment cost is minimal

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Widest Reach in the World

Adobe technologies reach 700+ million PCs and 300+ million devices.

Flash has 98% reach on connected PCs and8 million installs per day.

There are 250,000,000 PDF files on the web.

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Why Adobe PDF ? ISO 32000 — De facto standard for secure, electronic

information exchange — recognized by industries and governments around the world. Compliant with industry standards including PDF/A, PDF/X, and PDF/E.

Multiplatform — Viewable and printable on any platform — Apple, Microsoft® Windows®, UNIX®, and many mobile platforms.

Trusted and reliable — More than 500 million PDF documents on the web today serve as evidence of the number of organizations that rely on Adobe PDF to capture information.

Keep information secure —Password-protect, Digitally sign, Policy driven.

Searchable — Leverage full-text search features to locate words, bookmarks, and data fields in documents.


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PDF and ISO standards

ISO 32000 – PDF 1.7 Specifies a digital form for representing electronic

documents to enable users to exchange and view electronic documents independent of the environment in which they were created or the environment in which they are viewed or printed. It is intended for the developer of software that creates PDF files (conforming writers), software that reads existing PDF files and interprets their contents for display and interaction (conforming readers) and PDF products that read and/or write PDF files for a variety of other purposes (conforming products).

ISO ratified in 2008

PDF/A Reliable file format for archiving and preservation ISO published Oct 2005

PDF/E, PDF/X, PDF/UA ......


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Static PDF Dynamic PDF Flex® 3

Adobe LiveCycle Enterprise Suite

Adobe LiveCycle ES Platform


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South African Revenue Service

SARS are responsible for the collection of core tax and customs revenue in South Africa.

E-filing processes 35 billion ZAR per month and accounts for 60% of the nations revenue

This includes personal income Tax, Companies tax, Trusts and exempt institutions.


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Top Challenges

Extreme Load on deadline for submissions Last Day 2007 saw 150 000 concurrent users

Do not want to scale for a once a year event Move users offline and allow for offline workflow

process without utilisation of the SARS server stack Modernise the PAYE process and provide third party

data on employees to allow for pre-population of returns

Simplify the tax return process for individual with wizard driven PDF pre-population

Provide Tax practitioners with full workflow automation and faster more efficient offline user interfaces.


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AIR: The Client for Cloud Computing

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CloudClient

Adobe AIR

Enables Occasionally Connected Filing


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South African Revenue Service

E-Filing implemented with Adobe Interactive, Dynamic PDF in 2007

At present a family of AIR e@syFile applications are key enablers.


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South African Revenue Service e@syFile


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e@syFile solution overview

Suite of A.I.R. applications : Employer (in use ) Practitioners (in use) Individuals (soon to come) Companies (soon to come)

Integrated PDF enables : Both manual & electronic submission

Adobe Technology used: Livecycle Platform A.I.R. Adobe Reader Creative Suite


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Results/ROI

P.A.Y.E 30 year old tax type saw 100% growth in tax certificates processed (Pay As You Earn)

e@syFile provided the capability to pre-populate returns.

Over 1,000,000 tax payers can now file without providing any data.

PDF implementation on e-filing grew the user base from 40, 000 to 1 600 000.

Much higher % of taxes effectively collected Plus many other benefits


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Engaging Applications and Processes by Adobe

DESIGNED FOR PEOPLEBUILT FOR BUSINESS CHANGECompelling User Interfaces, relevant information, and collaboration capabilities

Improved application adoption, increased people satisfaction, and overall process efficiency

Low cost deploymentScalableUsability is keyOpen and Standards based (ISO32000, SOA etc.)

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Online Tax Filing Made Easier and More Efficient With Less Expensive Infrastructure