Taxware Applications

Taxware International is a third-party service used to calculate the sales tax on orders. Siebel eSales is designed to work with the following Taxware modules:

  • Sales/Use. This module calculates sales and use taxes on purchases made in the United States and Canada. You can configure Sales/Use for product-specific taxation, using the Taxware Sales/Use Toolkit to map the product’s part number in the Siebel Business Application to its Tax Code in Sales/Use.

  • WORLDTAX. This module calculates sales and use taxes on purchases made outside the United States and Canada. You can configure WORLDTAX for product-specific taxation, using the Taxware WORLDTAX Toolkit to map the product’s part number in the Siebel Business Application to its Commodity/Service Code in WORLDTAX.

  • STEP. This module enables sales tax exemptions and works in conjunction with the Sales/Use module. A Siebel eSales customer is exempt from sales tax if the Siebel account with which the customer is associated has a tax certificate lodged in the STEP module. You implement this feature by entering the Siebel account ID (row ID) in the STEP Customer ID field on the STEP certificate entry form.

  • Universal Tax Link (UTL). UTL integrates external applications with the Sales/Use and WORLDTAX modules through a common gateway.

  • VERAZIP. Used for address verification, this module matches state, ZIP Code, city, and county information to make sure that an address is correct and complete, so that the Sales/Use Tax Application can locate the correct taxing jurisdiction.

For more information, see your Taxware documentation.

Note: A product’s part number can be found in the Products screen of your Siebel Business Application. You find the row ID of an account by clicking the menu button and selecting About Record with the account selected in the Accounts screen.