All Contents Proprietary + Confidential. Copyright 2017 Corptax, Inc.

Corptax Single SolutionTomorrow’s Tax Automation Today

All Contents Proprietary + Confidential. Copyright 2017 Corptax, Inc.

IntroductionsToday’s Presenters

Kristy FunkSales Engineer

Corptax

Kathleen HarrottProduct Marketing Manager

Corptax

kharrott@corptax.com

All Contents Proprietary + Confidential. Copyright 2017 Corptax, Inc.

Agenda

• Overview: How a unified system streamlines tax• Single system demonstration

– Automate data collection, calculation, and consolidation– Access data on-demand and down to the source for many uses– House up-to-date entity information in one place for multiple years/purposes– Exchange data with different systems, stakeholders, and software applications

• Summary• Questions• Next steps

Have a question during the webinar?

Use the GoTo Question Box

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Trusted Results, Rewarding Experience

Improve all aspects of every tax process with the industry’s most powerful tax automation software.

Information flows in a single, user-friendly system to make tax work easier and more effective.

All Contents Proprietary + Confidential. Copyright 2017 Corptax, Inc.

Provision

Compliance Data Management• Share/exchange data with Excel,

financial & tax systems• Format, repurpose & get any level of

detail to aggregate & consolidate• Automate process steps; reconcile

reports & schedules

• Powerful calculation engine with drill down capability

• Reuse trusted data across tax continuum

• Global & Domestic Provision for GAAP & IFRS Reporting

• Automate dataflow with ERP systems

Unifies the Tax Lifecycle

BEPS CbC• Consolidate data for jurisdictional

reporting• Forms & reporting for CbC• Synergies with compliance & transfer

pricing data• Heat maps for reporting & analytics

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Exchange Financial & Tax Data; Analyze & Present Results

C

Financial Data

Full Lifecycle of

Tax Data

Manual Entry

Corptax®

Data Exchange

Corptax®

ODBC Driver

C

Corptax: All the data needed for Analysis

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Demonstration

All Contents Proprietary + Confidential. Copyright 2017 Corptax, Inc.

Use data entered once across the tax continuum • Global to local• Powerful, comprehensive automation• Everything connects to reuse & repurpose• Fluid and flexible • Transparent & responsive

All Contents Proprietary + Confidential. Copyright 2017 Corptax, Inc.

Questions?

“The other company’s software just didn’t meet our needs. We wanted one system for the whole tax lifecycle as opposed to constantly importing/exporting data to different silos.”

Kristen Stewart, Senior Tax MangerKaman Corporation

All Contents Proprietary + Confidential. Copyright 2017 Corptax, Inc.

Next Steps

• Contact Corptax Professional Services to analyze your business needs and recommend the right solution for your company.

– Software implementation – Business process management – System integration – Staff augmentation resources

Email Stuart Dodd at sdodd@corptax.com to learn more about Professional Services’ offerings.

All Contents Proprietary + Confidential. Copyright 2017 Corptax, Inc.

Next Steps

• Questions about Corptax? Contact info@corptax.com or call 800.966.1639

• Register for upcoming Corptax webinars and view recorded webinars anytime:– http://www.corptax.com/resources/webinars

Corptax will email a recorded version of this webinar & slide presentation to all attendees to view again and share with colleagues.

All Contents Proprietary + Confidential. Copyright 2017 Corptax, Inc.

Thank You!