Tax Considerations

Before you set up the Vertex Sales Tax Q Series constants, which includes activating the interface between JD Edwards EnterpriseOne and Vertex Sales Tax Q Series, carefully consider the specific conditions and requirements of the company, product, customer, and supplier, and the international tax obligations. This table includes tax considerations that could impact the company:

Tax Consideration	Explanation
Company and Division	You should understand any special dispensations that the company has arranged with state or local jurisdictions for collecting sales and use taxes at a reduced rate. Then consider whether tax returns are filed for one company or for multiple companies.
Product	You should understand the business and how products fit into appropriate tax categories. For example, rebuilt machinery might be taxed differently than spare parts for the same machinery. Decide how you will set up the taxing policies for JD Edwards EnterpriseOne and Vertex Sales Tax Q Series.
Customer and Supplier	You must properly identify the tax category to which customers and suppliers belong. For example, a customer might be a provider of goods or services, a reseller, a charitable organization, or other tax group. Decide how you will set up customers and suppliers in JD Edwards EnterpriseOne and Vertex Sales Tax Q Series.
International Tax	Be aware of international tax obligations. Decide whether to use the tax calculation software for JD Edwards EnterpriseOne or Vertex Sales Tax Q Series to manage and process non-U.S. and non-Canadian tax transactions.