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Sales and Use Tax Automation with Vertex SMB TaxCentral for Sage 100
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©2013 Net@Work Inc.©2014 Net@Work Inc.
Sales and Use Tax Automationwith Vertex SMB TaxCentral for Sage 100
Webinar Audio:You can dial the telephone numbers located on your webinar panel. Or listen in using your microphone or computer speakers.
We will begin shortly.
Technical Difficulties:Call: (805) 617-7000 (Option 1)
Live Webinar:
Start Time: 2:00 pm EST
©2013 Net@Work Inc.©2014 Net@Work Inc.
Today’s Presenters
Howard Finestone, Net@WorkSage 100 ERP - Practice Director
Cathy Harris, Vertex SMBManager, Development Partners
©2013 Net@Work Inc.©2014 Net@Work Inc.
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
©2013 Net@Work Inc.©2014 Net@Work Inc.
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
©2013 Net@Work Inc.©2014 Net@Work Inc.
Delivering a Cloud-Based Solution for Small to Mid-Sized Businesses
Sales & Use Tax Automation for Sage 100
©2013 Net@Work Inc.©2014 Net@Work Inc.
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
©2013 Net@Work Inc.©2014 Net@Work Inc.
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
©2013 Net@Work Inc.©2014 Net@Work Inc.
Vertex SMB TaxCentral
Tax Calculations Returns
Tax calculations and returns combined into one seamless offering
©2013 Net@Work Inc.©2014 Net@Work Inc.
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
©2013 Net@Work Inc.©2014 Net@Work Inc.
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
©2013 Net@Work Inc.©2014 Net@Work Inc.
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?
©2013 Net@Work Inc.©2014 Net@Work Inc.
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?