Understanding the Interface to Vertex Sales Tax Q Series
Vertex Sales Tax Q Series is a product of Vertex, Inc. It provides a means to calculate sales and use tax based on the zip code, city, county, and state of a customer or supplier.
You can use Vertex Sales Tax Q Series with these JD Edwards EnterpriseOne systems:
JD Edwards EnterpriseOne Accounts Receivable
JD Edwards EnterpriseOne Accounts Payable
JD Edwards EnterpriseOne Sales Order Management
JD Edwards EnterpriseOne Procurement
JD Edwards EnterpriseOne Service Management
JD Edwards EnterpriseOne Contract Billing
JD Edwards EnterpriseOne Service Billing
Important: If you use the JD Edwards EnterpriseOne Payroll system, you are required to use the Vertex Payroll Tax Q Series system.
Vertex Sales Tax Q Series:
Reduces the setup required for multiple tax rate/areas.
Reduces processing time and rate maintenance.
Creates tax compliant records.
Allows exceptions and overrides to the default tax rates.
Vertex Sales Tax Q Series is integrated with the JD Edwards EnterpriseOne software, which means that you can perform tax calculations automatically using Vertex Sales Tax Q Series, the JD Edwards EnterpriseOne Tax Rate/Areas program (P4008), or both. The JD Edwards EnterpriseOne system writes and supports the software interface between JD Edwards EnterpriseOne and Vertex Sales Tax Q Series.
For specialized exemption conditions or the automatic update of tax rate changes, you must use the Tax Decision Maker. The Tax Decision Maker enables you to record exceptions to the standard rates. When tax laws and rates change, the new requirements for each tax authority are distributed in monthly updates to the tax rate tables used by the Vertex Tax Decision Maker so that you can apply taxes correctly.
Vertex Sales Tax Q Series calculates tax based on the standard rates and rules for the United States and Canada and its territories and possessions. To perform all other foreign tax calculations, you have two options:
Use the JD Edwards EnterpriseOne Tax Rate/Areas program. The Tax Rate/Areas program processes transactions using Vertex Sales Tax Q Series if a GeoCode is in the Tax Rate/Area field (TXA1). If no GeoCode is in the field, the Tax Rate/Areas program uses standard JD Edwards EnterpriseOne taxing.
Use the Vertex Sales Tax Q Series system, but maintain tax rates manually for foreign locations using the Tax Decision Maker (TDM).
In addition to Vertex Sales Tax Q Series, you can also purchase a Returns module, which completes the sales tax cycle by automating the preparation of state and local tax returns. If you plan to use the Vertex Sales Tax Returns Q Series module, ensure that you install it after you perform all of the Vertex Sales Tax Q Series setup tasks.