Execupay User Conference MasterTax Overview November 8th-10th, 2017 Karen Antonyshyn, Sr. Director of Partner Development Kurt Best, Corporate Sales Manager

Consider These Numbers 11,000 US AGENCY / JURISDICTION TAX TYPES 21,500 PAYROLL TAX RULE CHANGES 28% RETURNS FILED RESULTED IN A PENALTY © 2017 MasterTax, LLC. Proprietary and Confidential Information.

Utilize an outside payroll service for both payroll and tax filing MasterTax Overview Historically, Companies had two choices for payroll tax filing: Utilize an outside payroll service for both payroll and tax filing Complete the task in-house OR These options created issues with: $ Cost Time Efficiency Accuracy Labor © 2017 MasterTax, LLC. Proprietary and Confidential Information.

Fully supported in-house payroll tax filing solution MasterTax Overview The Solution: Fully supported in-house payroll tax filing solution MasterTax was created to overcome these issues as a fully supported in-house payroll tax filing solution complimenting your payroll system © 2017 MasterTax, LLC. Proprietary and Confidential Information.

What Does the Software Do? The Software Automates Processes* Schedule tax payments as required by Federal, State, and Local taxing jurisdictions using the built-in rules engine Create Payment Information: Check, Debit Request Scripts, NACHA Formatted EFT Credit Files, and EFTPS Batch Files Balance tax payments to quarter-to-date and year-to-date liabilities File Agency approved paper, e-file, and magnetic media tax coupons and returns for all tax types (W/H, UI, Locals, etc.) *Through this automation we eliminate approximately 70% of the manual processes within tax © 2017 MasterTax, LLC. Proprietary and Confidential Information.

Client Base: Our Clients Start-Up Companies Small to Large Payroll Service Providers Professional Employer Organizations (PEOs) Small to Large Multi-National Companies © 2017 MasterTax, LLC. Proprietary and Confidential Information.

Client Goals Automate reconciliation process Control and flexibility over tax process Scalable solution Looking to grow up-market Minimize financial exposure through compliance Grow into multiple jurisdictions Without adding staff © 2017 MasterTax, LLC. Proprietary and Confidential Information.

Let’s Start the Software Overview! Let’s Dive Right into a Day in a Life Perspective… © 2017 MasterTax, LLC. Proprietary and Confidential Information.

Software Overview: Home Page / Dashboard Always keeping you informed “Real time” data with a calendar of all the liabilities on any given day © 2017 MasterTax, LLC. Proprietary and Confidential Information.

Software Overview: Day in the Life of a User A Viewpoint of the Workflows Payment Workflow – Periodic Process Schedules, Creates Payment Information, and Tax Coupons Monthly Wage Workflow – Specific to IL Unemployment and PA Monthly Interim Quarter-End Workflow – Balance as you go Capability Quarter-End Process Workflow – Balancing Process Balances, Creates Tax Return information, and Company Packages © 2017 MasterTax, LLC. Proprietary and Confidential Information.

Additional Features Extra Tab and Further Features Within Software Amendment Workspace EFT Requirement Instructions e-Filing Instructions SUI Rate Exchange POA Packages Pre-Populated EFT Authorization Forms © 2017 MasterTax, LLC. Proprietary and Confidential Information.

Q&A Any Questions? © 2017 MasterTax, LLC. Proprietary and Confidential Information.