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

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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.

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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.