Sales and Use Tax Automation with Vertex SMB TaxCentral for Sage 100

©2013 Net@Work Inc.©2014 Net@Work Inc.

Sales and Use Tax Automationwith Vertex SMB TaxCentral for Sage 100

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Technical Difficulties:Call: (805) 617-7000 (Option 1)

Live Webinar:

Start Time: 2:00 pm EST


Today’s Presenters

Howard Finestone, Net@WorkSage 100 ERP - Practice Director

Cathy Harris, Vertex SMBManager, Development Partners


Webinar Details

Presentation is roughly 1 hour All phone lines are muted Type your questions into your “questions box”

located at the bottom of your webinar panel


Overview Solutions

ERP/Accounting System

Implementations

CRM System Implementations

HRMS/Employer System Implementations

Web Development & eCommerce

Mobile Application

Development

ECMImplementations

Business Intelligence, Analytics & Reporting

IT Infrastructure, Cloud & Managed Services


Delivering a Cloud-Based Solution for Small to Mid-Sized Businesses

Sales & Use Tax Automation for Sage 100


Vertex Corporate: Our Foundation

Founded in 1978

Largest privately-owned software vendor in the U.S.

Enterprise solutions for corporate income tax, sales & use tax,

value-added tax, telecom, payroll tax Dominant market share in corporate transaction tax market

More than 10,000 customers Best Buy, Starbucks, Verizon

800+ employees internationally

Highly satisfied customer base: 90+ renewal rate

Brand reputation: reliable, trustworthy, approachable, best-in-class


The Vertex SMB Solution “The most trusted name in tax – right-sized”

Established separate division and management team completely focused on Vertex SMB TaxCentral

Completely designed and enabled for the SMB market through a cloud-based model

Solution will scale with you regardless of size, growth, acquisition or divestiture

Simple user interface

Simple configuration tool


Vertex SMB TaxCentral

Tax Calculations Returns

Tax calculations and returns combined into one seamless offering


Market Differentiators

Vertex Content The trusted leader in tax technology excellence Since 1978, over 10,000 corporate customers have

relied on Vertex for innovative tax processing solutions

Consumption/Transaction-Based Pricing No upfront costs Pay-as-you-go model

Industry’s first fully-automated end-to-end offering Calculation, returns generation and filing


Sage 100 Modules of Integration

Modules with Tax Integration:

Accounts Receivable – Invoice Data Entry

Sales Order – Quote/Order Entry

Sales Order – Invoice Data Entry

Sales Order – Shipping Data Entry

Return Merchandise Authorization – Generate Transactions

Job Cost – Billing Data Entry


Common Configuration Points of the Connectors

• Trusted ID• Company Code• Location Codes• Customer Codes/Classes• Product Codes/Classes• Discounts• Freight• Default Tax Code for Integration

WHEN IS ADDRESS VALIDATION DONE? AUTOMATIC OR NOT?

WHEN IS TAX CALCULATION PERFORMED?

WHEN IS DATA PASSED TO TAXCENTRAL FOR RETURNS PROCESSING?


Demonstration Agenda

TaxCentral setup and configuration Registrations – Where are you required to calculate and file returns?

Product taxability setup in TaxCentral

Exceptions – customers and classes

Calculate taxes / lookup tax rates

Returns management

Reporting

©2014 Net@Work Inc.

Thank You For Attending!

For additional information, please contact your Net@Work Account Manager or:

Howard Finestone, Net@WorkSage 100 ERP Practice Director(800) 719-3307 x [email protected]

Questions?

mailto:[email protected]

Software

Sales and Use Tax Automation with Vertex SMB TaxCentral for Sage 100