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 Author:               Andreas Mau                 andreas@kdssc.com
                       Klaus-Dieter Spatz          klaus@kdssc.com




                               KDS Software & Consulting, Inc
                                   3715 Jefferson Court
                                 Redwood City, CA 94062




NOTICE
KDS Software & Consulting, Inc., reserves the right to claim the following document as
intellectual property. No part of this document may be reproduced or transmitted in any
form or for any purpose without the express permission of KDS Software & Consulting,
Inc.. The information contained herein may be changed without prior notice.
PDF Tax Form Services                 TM




Table of Contents
1     EXECUTIVE SUMMARY ............................................................................................... 3
1.1     Background ................................................................................................................. 3
1.2     Solution Proposal ........................................................................................................ 3
2     SOLUTION..................................................................................................................... 4
2.1     Key features ................................................................................................................ 4
2.2     Simple PDF Tax Form Administration ......................................................................... 5
3     DEVELOPMENT EFFORT............................................................................................. 6

4     KDSSC, INC. COMPANY PROFILE.............................................................................. 7
4.1     Our Approach .............................................................................................................. 7
4.2     Our Services................................................................................................................ 7
APPENDIX A ..................................................................................................................... 10
Recent Clients & Projects................................................................................................... 10




01/20/09                                                                                                                    Page 2
                                               CONFIDENTIAL
PDF Tax Form Services     TM




1 Executive summary

1.1 Background
Currently no SAP functionality exists in releases below ERP 2005 (ECC 6.00) to support
Adobe PDF forms for US tax reporting purposes. In the following proposal KDSSC, Inc.
proposes a development for functionality that would allow US tax reporting with legal PDF
forms in SAP release ERP2004.

1.2 Solution Proposal
The proposed solution would be a standalone solution that does not require any modifications
to the current SAP Tax Reporter solution. All components developed through this proposal
shall solely interface with SAP Tax Reporter via standard interfacing and service methods.

Goal of this proposal is to achieve a solution that is simple in its appearance, easy to use and
easy to learn. The scope of PDF Tax Form Services is to allow generic interfacing with the
currently existing SAP Tax Reporter modules as well as it can utilize parts of other SAP
interfacing and services tools to support the data traffic of all underlying business scenarios.

SAP’s US payroll functional areas can be used in a new way which allows existing clients to
participate in PDF Tax Form Services. Such services allow a company to comply with legal
reporting procedures. PDF Tax Form Services will offer multiple functions such as selections,
configuration, and administration of legal PDF tax forms.




01/20/09                                                                             Page 3
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PDF Tax Form Services      TM




2 Solution
The scope of the new PDF Tax Form Services is to allow generic interfacing with the currently
existing SAP Tax Reporting modules as well as it utilizes parts of SAP’s ABAP infrastructure
to support the data traffic in all legal tax form processes.

                                                                                  Tax Authority A
       SAP Tax Reporter
                                                                                    Form xxxA
                                                                                        …



                                                                                  Tax Authority B
                                   Configuration,
                                                                                    Form xxxB
                                   Tax Form data,
        Tax Evaluation                                                                  …
                                     SAP Script

                                                          PDF Tax Form
           Tax Reporter
                                                           Services TM
            Workbench

                                                         PDF Form Configuration
                                                         Data preparation
                                Printing Notifications   Tax form field mapping

                                                                                  Tax Authority Z
                                                                                    Form xxxZ



                                                                      TM
        Fig. 1.: Component diagram of PDF Tax Form Services



2.1 Key features
    Standalone PDF forms solution
    SAP tax Reporter to PDF tax form field parsing/mapping
    Seamless integration of traditional SAP Tax Reporter and Adobe PDF forms
    Easy-to-use PDF tax form administration with templates
    Configuration of new forms, additional fields, and field changes
    Legal PDF tax form support
    Interfaces:
         o SAP tax reporter configuration and tax result data
         o Print and store notifications
    SAP ESA (Enterprise Service Architecture) compatibility




01/20/09                                                                               Page 4
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PDF Tax Form Services      TM




2.2 Simple PDF Tax Form Administration
Sample form processing:




Before PDF Tax Form Services                          After PDF Tax Form Services
       Fig. 2.: Simple form processing before and after PDF Tax Form Services.




01/20/09                                                                            Page 5
                                  CONFIDENTIAL
PDF Tax Form Services     TM




3 Development Effort
The length of the project strongly depends on the detailed features of the final parser version
which will have to be determined.

The development will be performed your SAP systems.

The implementation can be done in multiple phases to enable high priority forms first. A
multiple phased implementation project could have the following phases:

Phase I:   Detailed requirements, specifications and prototype development of an Adobe
           PDF form including development/configuration of the first high priority forms.
           Deliverables: Prototype of PDF Tax Form Services with at least 1 high priority
           tax form.
Phase II: Additional high priority forms configuration and development of final parser
           version.
           Deliverables: Final version of PDF Tax For Services with multiple high priority tax
           forms.
Phase III: Configuration of all forms required. Test of final version.
           Deliverables: Final version of PDF Tax Form Services with multiple high priority
           tax forms.




01/20/09                                                                            Page 6
                                CONFIDENTIAL
PDF Tax Form Services      TM




4 KDSSC, Inc. Company Profile
Our success has been built on recruiting and retaining the best team of senior SAP
HR/Payroll specialists, combined with a long track record of customer success stories. This
includes implementations, upgrades, support, and the provision of strategic business advice
to ensure the best return on investment and lowest total cost of ownership.

4.1 Our Approach
At KDSSC, Inc. we recognize that organizations often have individual business requirements
that cannot always be addressed adequately by package solutions. With our comprehensive
understanding of HR / Payroll business processes and our emphasis on a “total solution” for
our clients, we have already developed various tools to address common gaps in system
functionality. Specific attention is paid to the cost of ownership, maintainability and portability
from version to version as part of any solution.

Combined with our high level of expertise, we have an enviable record of delivering
successful outcomes to our customers and developing ongoing and cost effective business
relationships in support of their business critical SAP HR/Payroll systems.

4.2 Our Services
KDSSC, Inc. offers the following services:

    Strategic Consulting: including planning for implementations, upgrades, system roll-
     outs, business case development and change management.

    Project management: All project managers are specialists in SAP implementations
     with both product and implementation experience – allowing for successful
     implementation across all platforms.

    System Evaluation: An assessment of how well the applications integrate into your
     existing business processes and identify any associated risks.

    Business Process Reviews: Ensuring an alignment of “best practice” business
     processes with your SAP HR/Payroll software.

    Restructuring and Integration Support: Planning and analysis expertise to support
     the execution company restructures, acquisitions, mergers, splits and downsizing.

    HR/Payroll True Positioning Service: An objective assessment of your true position
     in terms of HR/Payroll business processes, the SAP HR/Payroll system and the users.


01/20/09                                                                                Page 7
                                 CONFIDENTIAL
PDF Tax Form Services    TM




      The outcome is twofold: first, a clear documented view of the current status of your
      HR/Payroll business processes, systems and skills; second, a proposed path forward
      based on the analysis of our senior industry professionals.

    Functional and Technical Consulting: Including all aspects of the SAP HR/Payroll
     solution, Employee Self-Serve (ESS), Managers Self-Serve (MSS), Workflow,
     Business Warehouse and associated technical support (Basis, Authorizations, ABAP
     and WebDynpro development and support).

    SAP HR/Payroll Support Services: Our SAP HR/Payroll support services give you
     remote and/or on-site access to their entire team of expert consultants to enable you to
     manage your department with maximum efficiency and minimal risk for years to come.




01/20/09                                                                          Page 8
                               CONFIDENTIAL
PDF Tax Form Services          TM




Disclaimer
Some software products marketed by KDSSC, Inc. contain proprietary software components of other software
vendors.
    TM       ®                  ®
PDF , Adobe , Adobe Acrobat , and other related products are trademarks or registered trademarks of Adobe
Systems, Inc.

SAP, R/3, mySAP, mySAP.com, xApps, xApp, and other SAP products and services mentioned herein as well
as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other
countries all over the world.
         ®            ®    ®         ®       ®            ®                 ®
Microsoft , WINDOWS , NT , EXCEL , Word , PowerPoint and SQL Server are registered trademarks of
Microsoft Corporation.
                                                                            ®
HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C , World Wide Web Consortium,
Massachusetts Institute of Technology.
     ®                                                                  ®
JAVA is a registered trademark of Sun Microsystems, Inc., JAVASCRIPT is a registered trademark of Sun
Microsystems, Inc., used under license for technology invented and implemented by Netscape.

All other products and services mentioned within this document are the trademarks of their respective
companies.




01/20/09                                                                                       Page 9
                                    CONFIDENTIAL
PDF Tax Form Services           TM




Appendix A

Recent Clients & Projects

Clients


                                      KDSSC, Inc. (PoIT)/KDS has provided support to Monier LifeTile
                                      since the year 2000 for the entire HCM suite. During this time we
                                      have implemented Garnishments, Third Party Remittance and
                                      upgraded to SAP R/3 Enterprise. Our recent projects with Monier
                                      where PDF Employment Change Notifications and Benefits
                                      reporting.



                                     KDSSC, Inc. (PoIT)/KDS has a long history with Mahle, spanning
                                     back to the first implementation of SAP in 1998. KDSSC, Inc./KDS
                                     implemented Payroll and Talent Management with supervisor
                                     notification and supported the upgrade to ECC 5.


Projects

 Company            Area                                    Date               SAP Version
 Mahle,             HR/Payroll Support                      Current            ERP 2005,
 USA                Training & events management            Implemented        ECC 5.0
                    Upgrade to ECC 5.0                      Implemented
 Monier LifeTile,   HR/Payroll Support                      Current            SAP R/3 Enterprise
 USA                PDF Employment Change Notice            Implemented
                    Garnishment                             Implemented
 Optus, Australia   HR/Payroll Support Agreement            Current            4.6C
                    Business Support                        Current
                    Recruitment Project                     Preparation
                    HR/Payroll 4.6C Upgrade                 Implemented
                    Optus Restructure                       Planning
 Bosch, Australia   HR/Payroll Support Agreement            Current            4.6b
                    Upgrade to 4.7                          Underway
 Toyota,            HR/Payroll Support                      Current
 Australia          Workflow Support                        Current
                    Advisory and Development Services       Current
                    Position Management Implementation      Completed
                    Timesheet Upgrade on Netweaver          Underway
                    Upgrade to ERP2005                      Underway
 Rio Tinto,         Global Implementation                   Current            ERP 2005
 world wide         WMC Integration project                 Implemented
 Comalco            Training & events management            Implemented
 Coal Australia     Employee Self Service Functions         Implemented
 Hamersley          Implementation of Hunter Valley Coal    Implemented
 QAL                Implementation of Gemco / Temco         Underway



01/20/09                                                                                            Page 10
                                        CONFIDENTIAL
PDF Tax Form Services          TM




 Company          Area                                Date          SAP Version
 KUCC Salt Lake   Compensation Management             Implemented
 City             Support and technical advisory      Ongoing




01/20/09                                                                          Page 11
                                       CONFIDENTIAL

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Pdf Tax Form Services Whitepaper V1.1

  • 1. TM Author: Andreas Mau andreas@kdssc.com Klaus-Dieter Spatz klaus@kdssc.com KDS Software & Consulting, Inc 3715 Jefferson Court Redwood City, CA 94062 NOTICE KDS Software & Consulting, Inc., reserves the right to claim the following document as intellectual property. No part of this document may be reproduced or transmitted in any form or for any purpose without the express permission of KDS Software & Consulting, Inc.. The information contained herein may be changed without prior notice.
  • 2. PDF Tax Form Services TM Table of Contents 1 EXECUTIVE SUMMARY ............................................................................................... 3 1.1 Background ................................................................................................................. 3 1.2 Solution Proposal ........................................................................................................ 3 2 SOLUTION..................................................................................................................... 4 2.1 Key features ................................................................................................................ 4 2.2 Simple PDF Tax Form Administration ......................................................................... 5 3 DEVELOPMENT EFFORT............................................................................................. 6 4 KDSSC, INC. COMPANY PROFILE.............................................................................. 7 4.1 Our Approach .............................................................................................................. 7 4.2 Our Services................................................................................................................ 7 APPENDIX A ..................................................................................................................... 10 Recent Clients & Projects................................................................................................... 10 01/20/09 Page 2 CONFIDENTIAL
  • 3. PDF Tax Form Services TM 1 Executive summary 1.1 Background Currently no SAP functionality exists in releases below ERP 2005 (ECC 6.00) to support Adobe PDF forms for US tax reporting purposes. In the following proposal KDSSC, Inc. proposes a development for functionality that would allow US tax reporting with legal PDF forms in SAP release ERP2004. 1.2 Solution Proposal The proposed solution would be a standalone solution that does not require any modifications to the current SAP Tax Reporter solution. All components developed through this proposal shall solely interface with SAP Tax Reporter via standard interfacing and service methods. Goal of this proposal is to achieve a solution that is simple in its appearance, easy to use and easy to learn. The scope of PDF Tax Form Services is to allow generic interfacing with the currently existing SAP Tax Reporter modules as well as it can utilize parts of other SAP interfacing and services tools to support the data traffic of all underlying business scenarios. SAP’s US payroll functional areas can be used in a new way which allows existing clients to participate in PDF Tax Form Services. Such services allow a company to comply with legal reporting procedures. PDF Tax Form Services will offer multiple functions such as selections, configuration, and administration of legal PDF tax forms. 01/20/09 Page 3 CONFIDENTIAL
  • 4. PDF Tax Form Services TM 2 Solution The scope of the new PDF Tax Form Services is to allow generic interfacing with the currently existing SAP Tax Reporting modules as well as it utilizes parts of SAP’s ABAP infrastructure to support the data traffic in all legal tax form processes. Tax Authority A SAP Tax Reporter Form xxxA … Tax Authority B Configuration, Form xxxB Tax Form data, Tax Evaluation … SAP Script PDF Tax Form Tax Reporter Services TM Workbench PDF Form Configuration Data preparation Printing Notifications Tax form field mapping Tax Authority Z Form xxxZ TM Fig. 1.: Component diagram of PDF Tax Form Services 2.1 Key features  Standalone PDF forms solution  SAP tax Reporter to PDF tax form field parsing/mapping  Seamless integration of traditional SAP Tax Reporter and Adobe PDF forms  Easy-to-use PDF tax form administration with templates  Configuration of new forms, additional fields, and field changes  Legal PDF tax form support  Interfaces: o SAP tax reporter configuration and tax result data o Print and store notifications  SAP ESA (Enterprise Service Architecture) compatibility 01/20/09 Page 4 CONFIDENTIAL
  • 5. PDF Tax Form Services TM 2.2 Simple PDF Tax Form Administration Sample form processing: Before PDF Tax Form Services After PDF Tax Form Services Fig. 2.: Simple form processing before and after PDF Tax Form Services. 01/20/09 Page 5 CONFIDENTIAL
  • 6. PDF Tax Form Services TM 3 Development Effort The length of the project strongly depends on the detailed features of the final parser version which will have to be determined. The development will be performed your SAP systems. The implementation can be done in multiple phases to enable high priority forms first. A multiple phased implementation project could have the following phases: Phase I: Detailed requirements, specifications and prototype development of an Adobe PDF form including development/configuration of the first high priority forms. Deliverables: Prototype of PDF Tax Form Services with at least 1 high priority tax form. Phase II: Additional high priority forms configuration and development of final parser version. Deliverables: Final version of PDF Tax For Services with multiple high priority tax forms. Phase III: Configuration of all forms required. Test of final version. Deliverables: Final version of PDF Tax Form Services with multiple high priority tax forms. 01/20/09 Page 6 CONFIDENTIAL
  • 7. PDF Tax Form Services TM 4 KDSSC, Inc. Company Profile Our success has been built on recruiting and retaining the best team of senior SAP HR/Payroll specialists, combined with a long track record of customer success stories. This includes implementations, upgrades, support, and the provision of strategic business advice to ensure the best return on investment and lowest total cost of ownership. 4.1 Our Approach At KDSSC, Inc. we recognize that organizations often have individual business requirements that cannot always be addressed adequately by package solutions. With our comprehensive understanding of HR / Payroll business processes and our emphasis on a “total solution” for our clients, we have already developed various tools to address common gaps in system functionality. Specific attention is paid to the cost of ownership, maintainability and portability from version to version as part of any solution. Combined with our high level of expertise, we have an enviable record of delivering successful outcomes to our customers and developing ongoing and cost effective business relationships in support of their business critical SAP HR/Payroll systems. 4.2 Our Services KDSSC, Inc. offers the following services:  Strategic Consulting: including planning for implementations, upgrades, system roll- outs, business case development and change management.  Project management: All project managers are specialists in SAP implementations with both product and implementation experience – allowing for successful implementation across all platforms.  System Evaluation: An assessment of how well the applications integrate into your existing business processes and identify any associated risks.  Business Process Reviews: Ensuring an alignment of “best practice” business processes with your SAP HR/Payroll software.  Restructuring and Integration Support: Planning and analysis expertise to support the execution company restructures, acquisitions, mergers, splits and downsizing.  HR/Payroll True Positioning Service: An objective assessment of your true position in terms of HR/Payroll business processes, the SAP HR/Payroll system and the users. 01/20/09 Page 7 CONFIDENTIAL
  • 8. PDF Tax Form Services TM The outcome is twofold: first, a clear documented view of the current status of your HR/Payroll business processes, systems and skills; second, a proposed path forward based on the analysis of our senior industry professionals.  Functional and Technical Consulting: Including all aspects of the SAP HR/Payroll solution, Employee Self-Serve (ESS), Managers Self-Serve (MSS), Workflow, Business Warehouse and associated technical support (Basis, Authorizations, ABAP and WebDynpro development and support).  SAP HR/Payroll Support Services: Our SAP HR/Payroll support services give you remote and/or on-site access to their entire team of expert consultants to enable you to manage your department with maximum efficiency and minimal risk for years to come. 01/20/09 Page 8 CONFIDENTIAL
  • 9. PDF Tax Form Services TM Disclaimer Some software products marketed by KDSSC, Inc. contain proprietary software components of other software vendors. TM ® ® PDF , Adobe , Adobe Acrobat , and other related products are trademarks or registered trademarks of Adobe Systems, Inc. SAP, R/3, mySAP, mySAP.com, xApps, xApp, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. ® ® ® ® ® ® ® Microsoft , WINDOWS , NT , EXCEL , Word , PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. ® HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C , World Wide Web Consortium, Massachusetts Institute of Technology. ® ® JAVA is a registered trademark of Sun Microsystems, Inc., JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. All other products and services mentioned within this document are the trademarks of their respective companies. 01/20/09 Page 9 CONFIDENTIAL
  • 10. PDF Tax Form Services TM Appendix A Recent Clients & Projects Clients KDSSC, Inc. (PoIT)/KDS has provided support to Monier LifeTile since the year 2000 for the entire HCM suite. During this time we have implemented Garnishments, Third Party Remittance and upgraded to SAP R/3 Enterprise. Our recent projects with Monier where PDF Employment Change Notifications and Benefits reporting. KDSSC, Inc. (PoIT)/KDS has a long history with Mahle, spanning back to the first implementation of SAP in 1998. KDSSC, Inc./KDS implemented Payroll and Talent Management with supervisor notification and supported the upgrade to ECC 5. Projects Company Area Date SAP Version Mahle, HR/Payroll Support Current ERP 2005, USA Training & events management Implemented ECC 5.0 Upgrade to ECC 5.0 Implemented Monier LifeTile, HR/Payroll Support Current SAP R/3 Enterprise USA PDF Employment Change Notice Implemented Garnishment Implemented Optus, Australia HR/Payroll Support Agreement Current 4.6C Business Support Current Recruitment Project Preparation HR/Payroll 4.6C Upgrade Implemented Optus Restructure Planning Bosch, Australia HR/Payroll Support Agreement Current 4.6b Upgrade to 4.7 Underway Toyota, HR/Payroll Support Current Australia Workflow Support Current Advisory and Development Services Current Position Management Implementation Completed Timesheet Upgrade on Netweaver Underway Upgrade to ERP2005 Underway Rio Tinto, Global Implementation Current ERP 2005 world wide WMC Integration project Implemented Comalco Training & events management Implemented Coal Australia Employee Self Service Functions Implemented Hamersley Implementation of Hunter Valley Coal Implemented QAL Implementation of Gemco / Temco Underway 01/20/09 Page 10 CONFIDENTIAL
  • 11. PDF Tax Form Services TM Company Area Date SAP Version KUCC Salt Lake Compensation Management Implemented City Support and technical advisory Ongoing 01/20/09 Page 11 CONFIDENTIAL
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