ONESOURCE® TAX INFORMATION REPORTING

TAX & ACCOUNTING

TAX & ACCOUNTING

THE THOMSON REUTERS ADVANTAGE

Financial strength and stability Customer focus

KNOWLEDGE TO ACT

Global scale and presence

• In 2009, Thomson Reuters completes the unification of its dual listed company structure. The company’s common shares are now listed on the New York Stock Exchange and Toronto Stock Exchange (symbol: TRI).

• 2009 Revenues: US $12.9 Billion

• Global presence to better serve multi-national corporations

• Over 50,000 employees in more than 100 countries

• Thomson Reuter’s mission is to provide intelligent information to the world’s businesses and professionals, giving our customers competitive advantage.

designing solutions that integrate with customer workflows,

• We do this by investing in state of the art technology,

and investing in people so that our solutions are designed by experts like you.

TAX & ACCOUNTING

THE TAX & ACCOUNTING ADVANTAGEThe leading provider of technology and

integrated information for tax and accounting professionals.

Solutions that lead the market… … trusted by a broad range of customers

Information

Software

Services

Fortune Customers 2007 2008 2009

Fortune 100 74% 87% 87%

Fortune 500 55% 79% 79%

Fortune 1000 53% 73% 74%

Corporate

Professional

Tax & Accounting is the #1 provider of information solutions for: • Online tax research service • Tax desktop reference guide• Electronic research tool used by the IRS

Tax & Accounting is the #1 provider of software solutions for:• Corporate income tax • Provision• Property tax• Sales & use tax• Transfer pricing• Trust tax• Corporate income tax for large accounting firms• Corporate tax workflow

Tax & Accounting is the #1 provider of service solutions for:• Property tax outsourcing and consulting• Sales and use tax outsourcing• Trust tax outsourcing

Checkpoint is relied on by:• 100 of the Top 100 U.S. CPA Firms• 95 of the Top 100 U.S. Law Firms• 93 of the Fortune 100 Corporations

• % of Fortune customers that use at least one of our corporate solutions:

• Over 2,000 corporate income tax customers• File over 87,000 property tax appeals annually• Process over $2 billion in sales tax each month• Processed taxes for over 1.2 million trust accounts

ONESOURCE FOR CORPORATE TAX SOLUTIONSTax Discipline Software Managed Services Consulting

INCOME TAX

• U.S. compliance• Fixed asset management• State apportionment and analytics

• United Kingdom compliance• Australia compliance

• Loan staff• Application management• Application hosting

• Process improvement

PROVISION

• ASC 740 (FAS 109) • ASC 740-10-50 (FIN 48) • CICA 3465 • IAS 12 • Tax reporting

• Compliance outsourcing• Application hosting

• Process improvement

TRANSFER PRICING• Transfer pricing compliance • Compliance outsourcing

TAX INFORMATION REPORTING

• U.S. compliance• Canadian compliance• U.S. compliance for foreign entities• TIN compliance• Withholding management

• Preparation, filing, and mailing• Application hosting• Compliance training

TRUST TAX• Trust tax compliance• Trust-related 1099 compliance• Estate administration

• Compliance outsourcing• Application hosting

PROPERTY TAX

• Real estate property tax compliance• Personal property tax compliance

• Compliance outsourcing• Co-sourcing• Application hosting• Unclaimed property

• Complex valuation• Commercial real estate valuation &

appeals

TRANSACTIONAL TAX

• Sales and use tax rates & calculation• Sales and use tax returns• Rate Determination• Audit Defense• VAT

• Sales and use compliance • Exemption certificate mgmt• Business license compliance

• Workflow & taxability consulting• VDAs & audit management

WORKFLOW TOOLS• Workflow management• Document management• Tax workstation/dashboard

• Application hosting • Process improvement

TAX & ACCOUNTING

ONESOURCE 1099 is now part of

ONESOURCE TAX INFORMATION REPORTING

TAX & ACCOUNTING

TAX & ACCOUNTING

WHAT IT MEANS TO OUR CUSTOMERS

ONESOURCE TAX INFORMATION REPORTING

U.S. Federal and State Compliance

Puerto Rico Compliance

1099InformationReporting

TINCompliance

Form PrintAnd

Distribution

Canadian Compliance

U.S. Compliance for Foreign

Entities

Withholding Management

Compliance Training

Tax Consulting Services

ONESOURCE TAX INFORMATION REPORTING

• Portfolio includes:– Compliance

• U.S., Puerto Rico, Canada, and State

– U.S. Compliance for Foreign Entities

– TIN Compliance

– Withholding Management

– Compliance Training

– Tax Consulting Services

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ONESOURCE TAX INFORMATION REPORTING Software

• All 1099 forms, 1098s , 1042-S, 5498s, W-2, W-9

• Multiple import functionality with detail records

• Online real time review & corrections

• Print files in batch or local

• IRS, state and local filings

• Canadian and Puerto Rico

• IRS TIN Matching

• B-Notices

• Standard & custom reports

• Full user security

Identity is now part of

ONESOURCE TAX INFORMATION REPORTINGU.S. Compliance for Foreign Entities

TAX & ACCOUNTING

ONESOURCE TAX INFORMATION REPORTING U.S. Compliance for Foreign Entities (formerly Identity)

• Electronic forms W-8 and W-9

• Real-time documentation validation

• Substantial presence test

• Detection of U.S. Citizens, dual citizens, and those subject to U.S. Taxation

• Optional rebranding to reflect clients’ brand

• Integration with existing systems and online presence

• Support of documentary evidence / KYC

ONESOURCE TAX INFORMATION REPORTING U.S. Compliance for Foreign Entities (formerly Identity)

• Exception management queues

• Compliance status reporting

• Validation of flow through entity structures

• Consolidation of online and existing paper documentation

• Support of data segregation, aiding organizations with multiple business units

• Customizable access controls

ONESOURCE TAX INFORMATION REPORTING

Visit us at the EEI 22nd Annual International Tax Withholding Forum in New York June 17 – 18.

We'll have live demonstrations of ONESOURCE Tax Information Reporting, knowledgeable representatives, and a drawing for an iPod touch.

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