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

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

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

9. 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.

10. 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.

11. 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.

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