Establishing Taxware and Vertex Sales and Use Tax Processing

This section discusses setting up Taxware and Vertex processing options.

Taxware and Vertex are third-party applications that calculate sales and use tax with procurement data from PeopleSoft. PeopleSoft Payables integration makes it possible for these applications to use the same hierarchical default structure that is applied to PeopleSoft processing. To successfully implement a third-party application with the PeopleSoft Payables system, you must complete setup tasks in addition to the setup tasks for PeopleSoft-only sales and use tax processing. These tasks are also in addition to installing Taxware or Vertex:

Task	PeopleSoft Page	Comments	Hierarchy Level
1. Enable Taxware or Vertex for your PeopleSoft system.	Installation Options - Overall page Tax Provider Installation page	See Installation Options - Overall Page. See Defining Tax Provider Installation Options.	N/A
2. Assign geocodes to location codes.	Location Definition page Click the Lookup link to select a geocode on the Tax GeoCode Selection page.	You must select a geocode for each location definition. Geocodes are only required for locations that will interface with Taxware and Vertex. See Setting Up Locations.	N/A
3. Define Ultimate Use codes (optional).	Ultimate Use Codes page	See Ultimate Use Codes Page.	N/A
4. Define sales and use tax defaults for ship to locations.	Ship To Locations page Click the Sales/Use Tax link to access the Sales and Use Tax Defaults page. Calculation parameters are only applicable to Taxware and Vertex.	See Sales/Use Tax Page.	N/A
5. Define Taxware and Vertex options for the business unit.	Payables Definition - Tax Options page Select the Tax Supplier option to display additional fields for specifying Taxware or Vertex defaults.	See Payables Definition - Tax Options Page.	Business unit
6. Specify sales tax tolerances for the business unit.	Payables Options - Tax Options page	See Payables Options - Tax Options Page.	Business unit
7. Specify sales and use tax parameters for voucher origins.	Voucher Origin − Tax Options page	See Voucher Origin - Tax Options Page.	Voucher origin
8. Specify sales and use tax parameters for control groups.	Group Information − Tax Options page	See Group Information - Tax Options Page.	Control group
9. Define sales and use tax defaults for suppliers.	Supplier Information - Address page Click the Lookup link to select a geocode on the Tax GeoCode Selection page. Geocodes are only required for addresses that will interface with Taxware and Vertex. Supplier Information - Location page Click the Procurement link to define Ordering and Ship From location addresses. Click the Sales/Use Tax link to define sales and use tax options.		Supplier
10. Specify sales and use tax parameters for a voucher line.	Invoice Information page Click the Sales/Use Tax link to access the Invoice Line Tax Information page. Additional fields appear depending on if you have installed and enabled Taxware or Vertex. GeoCodes and Addresses page Click the Override Tax Location link on the Invoice Line Tax Information page. Fields vary depending on if you use Taxware or Vertex.	See Entering Invoice Information for Online Vouchers.	Voucher
11. Run the GeoCode Update Application Engine process (PO_UPDGEO) to populate the geocodes for locations and addresses.	Geo Code Update page	See Tax Provider Geo Code Update Page.	N/A

Establishing Taxware and Vertex Sales and Use Tax Processing

Setting Up Taxware and Vertex Processing Options