Tax Compliance Getting You Down? Atlantax Systems Will Pick You Up.

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1 Tax Compliance Getting You Down? Atlantax Systems Will Pick You Up.

2 Tax Professionals Working for You We are tax professionals it s what we do, it s all we do. We understand the challenges you face when trying to keep your company compliant with the ever changing jurisdictional requirements. Whether your company needs to file hundreds of sales & use tax returns each month or manage thousands of exemption certificates Atlantax has you covered. CONNECTING YOUR BUSINESS TO THE EXPERIENCE AND TECHNOLOGY RESOURCES YOU NEED State & Local Tax Services: Tax Compliance Processing & Remittance Sales & Use tax returns e911 tax returns Right of Way Utility User Tax State USF Special Tax District Business License Atlantax has the longest record of accomplishment in the industry. That resulted in unparalleled tax compliance experience and a clear understanding of what our clients require... audit-ability, image protection, transparency, trust and confidence in performance. Atlantax has an outsourced solution that offers our clients the comfort of knowing that experienced professionals are handling their tax function with the care and attention to detail that is typically only found in an in-house tax department. Why Choose Atlantax? Financial Value: Tax Rating Tax Consulting Exemption Certificate Management Sales & Use Tax Reverse Audits Predictable, low cost services Fewer penalty & interest assessments Reduced overhead Business Value: Export risk and exposure All Services Performed in house... on-shore... on time! Confidence that you are compliant Scalable solutions Personal Value: Focus on core responsibilities Reduced frustration Greater job satisfaction There are two certainties in life Atlantax Systems can help you with one.

3 rnnnnnnnnnnnnnnnnrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn CONSULTING Atlantax enhances our client s experience with access to tax consulting services in a variety of areas. Our founder and CEO, Gary Rhodus holds the CMI professional sales tax designation awarded by the Institute of Professionals in Taxation and anchors a team of accomplished professionals with experience in federal, state and local tax issues. With Atlantax your business can leverage our years of experience and knowledge by speaking directly with one of our consultants, they are just a phone call away. TAX QUESTION? Our tax consultants are only a phone call away EXPERT CUSTOMER SERVICE Knowledgeable, Long-Term Staff One-on-One Support Continuity of Service Positive Client Experience Good Morale and Motivation EXPERT CUSTOMER SERVICE Atlantax offers a unique one-on-one New Client Implementation process that ensures that all start-up or transitional client relationships are handled smoothly and efficiently. It is our experience that during the start-up phase, it is especially critical to maintain close and frequent contact with our new clients in order to ensure all of their expectations are met. Atlantax cares about its customers and its employees. Consequently, Atlantax enjoys a low employee turnover rate with an average length of service approaching ten years. This facilitates continuity of service, adds to the client experience and is an indication of the morale and motivation of our employees.

4 TURNKEY SOLUTIONS Our turnkey state & local tax compliance service includes data receipt, data translation (as required), return preparation, payment processing, timely filing, report generation and, routine notice clearance. MONTHLY TAX COMPLIANCE PROCESS AUTOMATED SOLUTIONS Integration between Atlantax and your billing system System generated tax returns Automated check writing Automatic report generation OUTSOURCING BENEFITS Knowledgeable long-term staff Proprietary compliance software, TaxPac Long-term jurisdictional relationships Highly evolved process methodologies Cost effective turnkey solution TESTIMONIAL: "Our first date, transition of our data for around 700 jurisdictions went exceptionally well. Their processing group had everything covered. No extra time in meetings, just doing the work required to get our ship sailing smoothly. It was the best transition I ever went through." Ken Cohen, Senior Tax Manager Primus Telecommunications (2011) STATE & LOCAL TAX COMPLIANCE The Atlantax Tax Compliance Service Bureau provides a complete, cost effective, outsourced tax compliance service. Using our proprietary tax compliance program, TaxPac, Atlantax provides reliable, automated monthly processing, preparation, remittance and filing of sales, use, Utility User Tax (UUT), Right of Way (ROW) fees, Emergency Services (E911's) and excise tax returns. Additional services available include monthly federal excise tax deposits and quarterly filings, gross receipts returns and certain public utility filings. Atlantax s software was specifically designed to serve the tax compliance needs of telecommunications, retail, energy and manufacturing organizations having tax liability in multiple state and local jurisdictions. The Tax- Pac software platform enables Atlantax to import numerous tax data files from its clients and automatically generate sales, use and transactional tax returns that are acceptable to various state and local tax jurisdictions. TaxPac also interfaces with Atlantax s proprietary check writer program which produces the checks necessary for remittance to the taxing jurisdictions to satisfy the client s tax liabilities.

5 TAX RATING Any transactions that require federal, state or local taxation must be tax rated either by a company s billing software or by an outsource vendor like Atlantax. Maintaining current and accurate tax rates is a complicated, expensive and never-ending task that can stress even the best of internal tax departments. Atlantax s Tax Rating service manages the process of determining and assigning taxes to individual taxable transactions thereby enabling the reporting and payment of tax liabilities. Our process imports the client s transaction records, identifies tax situs and taxability then rates each individual transaction and appends the tax detail to the client s records for billing. The client can then import the newly appended data records into their accounting and billing software for customer invoicing and internal auditing. Clients using Atlantax Systems, Inc. for tax compliance processing enjoy a seamless transition of their data from the tax rating process into our tax compliance software for return generation. TYPES OF SERVICE SUPPORTED Prepaid Calling Card Toll Private Line Facsimile Wireless Voice Mail 800/WATS Internet Access

6 OPTIONAL OPERATIONS REVIEW Review current certificates Reconcile certificates to billing system Work with vendor or customer to resolve issues identified ECM OPERATIONAL FUNCTIONS EXEMPTION CERTIFICATE MANAGEMENT (ECM) Exemption certificates are proof that a vendor did not have to collect taxes from specific customers. Your customer may be an exempt reseller or a non-profit entity, but whatever their business segment they need to provide documentation to any vendor they purchase from as proof that they are not legally required to pay taxes on certain purchases. If a vendor does not maintain a valid exemption certificate for the time period when the exemption was applied, then that vendor would be required to pay the taxes to the jurisdiction during an audit. Set up exemption certificate database Process requests for exempt status from customer Process exemption certificates received from a customer Process an exemption certificate requested by a vendor Provide documentation & support during an audit Annual reconciliation Clients outsourcing the tedious and time consuming ECM function to Atlantax benefit from our efficient and cost effective solution. Sure, you can license ECM software and have your staff do the work in house, but is that the best use of your limited budget and human resources? Consider: Initial software licensing cost Annual renewals Employee training on software Equipment & overhead ECM reconciliation with billing department Audit support & defense Atlantax' ECM service insures that tax exemption certificates are valid, on file and match your billing system exemptions. Certificates are monitored by the system, then new certificates are requested before existing ones expire. When requested we prepare, deliver and maintain a valid exemption certificate for your company s tax exempt purchases. Put the power of Atlantax Exemption Certificate Management service to work for your company today by calling

7 AUDIT & HEARING SUPPORT AVT professionals have represented clients before state taxing agencies across the county. No matter where you are in the audit process, initial contact or collections, our professionals will help you achieve a satisfactory result. Assistance with audit and hearing support in the following areas: SALES & USE TAX REVERSE AUDITS AdVantage Tax, LLC (AVT) a wholly owned subsidiary of Atlantax provides sales & use tax audit and recovery services. Corporate clients benefit not only from tax overpayment refunds, we help reduce future erroneous payments, improve internal processes and, enhance the overall company performance and bottom line. Our professionals provide recovery audit services for clients with multiple locations, large transaction volumes and/or complex pricing structures. Our recovery audit services are designed to review and identify potential payment errors in your accounts payable and purchasing activity by: Auditing open tax years and identify overpayments made to state and local taxing jurisdictions and/or vendors Preparing tax refund claim(s) along with applicable support documentation to ensure approval Working with client and taxing jurisdictions as needed to facilitate the refund process Conducting an in-depth review of your current procedures to discover the root cause of overpayments Reviewing audit deficiency report findings and procedures utilized by auditors Developing reasoning for deficiency reductions and prepare documentation to support credit and/or recovery Performing overpayment analysis to offset deficiency assessment Supporting your company at audit and administrative hearings as needed Appealing audit assessments and attend administrative conferences REAL ESTATE TAXES The more locations a business has, the more difficult it is to keep property tax records current and accurate. Each taxing jurisdiction has its own rules and regulations and a business must become an expert on the myriad of details in order to avoid paying too much tax or being penalized for delinquent or incorrect payments. AVT and our strategic partners will assist your company with: Analysis and evaluation of your current tax assessments Appeal the assessments that are deemed too high Review and negotiate assessments with local assessors Recommendations for tax liability accruals Appeal assessments to the state boards (if required) Provide testimony before local boards Provide property tax activity reports for analysis and review

8 WHY CHOOSE ATLANTAX Atlantax has the longest track record in the industry, which has resulted in unparalleled tax compliance experience and understanding of what our clients require: audit-ability, image protection, transparency, trust and confidence in performance. We have a time-tested solution that offers our clients the comfort of knowing that experienced professionals are handling their tax function with the care and attention to detail that is typically provided by an in-house tax department. Atlantax has a long history of meeting jurisdictional tax requirements. We have the flexibility to meet client specific needs and offer userfriendly reports available on-line and via hard and soft copy media, all at a competitive price. We pride ourselves on building strong, flexible working partnerships with our clients. In summary, Atlantax has the Experience Resources Commitment necessary to provide your business with the security of a large company experience but with the responsive personal service only a smaller company can deliver. Atlantax Systems, Inc., a proven provider of low risk, cost effective processing solutions to meet your company s tax compliance needs. simplifying tax compliance Corporate Office: Medlock Bridge Road, Suite 200 Johns Creek, GA Treasury/Information Technology: Medlock Bridge Road, Suite 200 Johns Creek, GA Los Angeles Processing Center: 3838 Carson Street Torrance, CA