Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® Online Tax Filing Made Easier and More Efficient With Less Expensive Infrastructure Ronny Van de Maele Business Mngr. – iDA MediaFoundry Oasis Conference Brussels, February 19,

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® 2 Evolution from Paper to Electronic Form processing Universal experience Interactive experience Guided experience Rich engaging experience Static formDynamic formForm guideRIA

® Copyright 2008 Adobe Systems Incorporated. All rights reserved. ECM CRM/SFA ERP LDAP PLM Other From System Centric to People Centric Application Strategy System Centric Strategy 3

® Copyright 2008 Adobe Systems Incorporated. All rights reserved. ECM CRM/SFA ERP LDAP PLM Other End-User (Citizen) Centric Application Strategy End-User Centric Strategy 4

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® Can It be Both “More Engaging” and “Lower Cost”?  Yes if  Citizen facing applications are enhanced with “consumer type” design  Existing backend systems can be leveraged  Offline activities are made easy, secure and efficient  So that peaks are far less problematic  Deployment cost is minimal 5

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® Widest Reach in the World Adobe technologies reach 700+ million PCs and 300+ million devices. Flash has 98% reach on connected PCs and 8 million installs per day. There are 250,000,000 PDF files on the web. 6

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® Why Adobe PDF ?  ISO — De facto standard for secure, electronic information exchange — recognized by industries and governments around the world. Compliant with industry standards including PDF/A, PDF/X, and PDF/E.  Multiplatform — Viewable and printable on any platform — Apple, Microsoft® Windows®, UNIX®, and many mobile platforms.  Trusted and reliable — More than 500 million PDF documents on the web today serve as evidence of the number of organizations that rely on Adobe PDF to capture information.  Keep information secure —Password-protect, Digitally sign, Policy driven.  Searchable — Leverage full-text search features to locate words, bookmarks, and data fields in documents.

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® PDF and ISO standards ISO – PDF 1.7  Specifies a digital form for representing electronic documents to enable users to exchange and view electronic documents independent of the environment in which they were created or the environment in which they are viewed or printed. It is intended for the developer of software that creates PDF files (conforming writers), software that reads existing PDF files and interprets their contents for display and interaction (conforming readers) and PDF products that read and/or write PDF files for a variety of other purposes (conforming products).  ISO ratified in 2008 PDF/A  Reliable file format for archiving and preservation  ISO published Oct 2005 PDF/E, PDF/X, PDF/UA......

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® Static PDF Dynamic PDF Flex® 3 Adobe LiveCycle Enterprise Suite Adobe LiveCycle ES Platform

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® South African Revenue Service  SARS are responsible for the collection of core tax and customs revenue in South Africa.  E-filing processes 35 billion ZAR per month and accounts for 60% of the nations revenue  This includes personal income Tax, Companies tax, Trusts and exempt institutions.

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® Top Challenges  Extreme Load on deadline for submissions  Last Day 2007 saw concurrent users  Do not want to scale for a once a year event  Move users offline and allow for offline workflow process without utilisation of the SARS server stack  Modernise the PAYE process and provide third party data on employees to allow for pre-population of returns  Simplify the tax return process for individual with wizard driven PDF pre-population  Provide Tax practitioners with full workflow automation and faster more efficient offline user interfaces.

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® AIR: The Client for Cloud Computing 12 Cloud Client Adobe AIR Enables Occasionally Connected Filing

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® South African Revenue Service  E-Filing implemented with Adobe Interactive, Dynamic PDF in 2007  At present a family of AIR applications are key enablers.

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® South African Revenue Service

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® solution overview  Suite of A.I.R. applications :  Employer (in use )  Practitioners (in use)  Individuals (soon to come)  Companies (soon to come)  Integrated PDF enables :  Both manual & electronic submission  Adobe Technology used:  Livecycle Platform  A.I.R.  Adobe Reader  Creative Suite

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® Results/ROI  P.A.Y.E 30 year old tax type saw 100% growth in tax certificates processed (Pay As You Earn)  provided the capability to pre-populate returns.  Over 1,000,000 tax payers can now file without providing any data.  PDF implementation on e-filing grew the user base from 40, 000 to  Much higher % of taxes effectively collected  Plus many other benefits

Copyright 2009 Adobe Systems Incorporated. All rights reserved. ® 17 Engaging Applications and Processes by Adobe DESIGNED FOR PEOPLE BUILT FOR BUSINESS CHANGE  Compelling User Interfaces, relevant information, and collaboration capabilities  Improved application adoption, increased people satisfaction, and overall process efficiency  Low cost deployment  Scalable  Usability is key  Open and Standards based (ISO32000, SOA etc.) 17