Sales and Use Tax Automation with Vertex SMB TaxCentral for Sage 300

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Start Time: 2:00 pm EST

Today’s Presenters

Seth Ellertson

Cathy Harris

Webinar Details

Overview Solutions

Date: January 29, 2015

Time: 2pm ET / 11am PT

Topic: Introducing Sage Enterprise Intelligence (SEI) for Sage 300 ERP

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

Sales & Use Tax Automation for Sage 300

Vertex Corporate: Our Foundation

The Vertex SMB Solution

Vertex SMB TaxCentral

Tax Calculations Returns

Tax calculations and returns combined into one seamless offering

Market Differentiators

Sage 300 Modules of Integration

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

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