FEATURES
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BENEFITS
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Service vs. Software |
• Professionally managed repository for addresses and taxes
• Scalable pricing
• Always on, real-time access
• Millisecond response time
• Unlimited user licenses
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• Don't need to dedicate an IT resource to implement
• Minutes to activate
• No maintenance
• Always on current version
• No maintenance or upgrade fees |
Integration |
• Integrates seamlessly with your Sage ERP
• Customer file
• Vendor file
• Inventory file
• Line item detail
• Both Purchase and Sales documents
• No changes to internal process of ERP |
• Transparent to the end-user
• No training time
• Non invasive
• No Risk to:Your data integrity or your accounting system
• All work is done in accounting system |
AutoAddress+ |
• Coding accuracy support system
( CASS ) Certified Zip+4 database - Corrects,Standardizes, and Validates
• Up to date database
• Service, not software
• Millisecond response time |
• Best source of address data in the country
• Ease of data entry
• Decrease data entry time
• Reduced shipping rates
• Good lists for Marketing, IT, Shipping & Accounting
• 60 second service activation
• No update process required |
AutoJurisdiction |
• Works with auto address to return correct jurisdiction and rate for each transaction
• Automatic rate research and validation on every line item of every transaction
• Eliminates all schedules except one |
• NEVER Research or maintain a tax rate again
• NEVER create or maintain tax schedules and details again
• NEVER Make a mistake
• NEVER Make a rate decision again
• Eliminate the need of manually selecting/assigning a schedule or detail
• Collect Correct amounts
• Reduced audit risk and cost
• Improved internal control
• Provides best practices in sales and use tax compliance
• No update process required |
Statutory Requirements - Sales Tax |
• Covers 8000+ jurisdictions in North America
• Nexus management
• Consider all sourcing rules in every line item
• Point of Origin
• Point of Destination
• Point of Acceptance
• Handles exceptions, exemptions
• Customers
• Products
• Calculates Taxability based on all of the above |
• NEVER Make a mistake
• Ensure you are charging the correct amounts
• Decreased data entry time
• Reduced audit risk
• Full Compliance for statutory sourcing requirements
• Improved internal control
• Provides best practices in sales and use tax compliance |
Statutory Requirements - Use Tax |
• Automatically calculates use tax based on jurisdiction
• Handles single/multi locations, Centralized Purchasing
• Handles home rule/self administered states
• Creates Use Tax accrual and allocates to appropriate purchasing accounts |
• NEVER Make a mistake
• Ensure you are paying the correct amounts
• Decreased data entry time
• Throw away your calculator
• Reduced audit risk
• Full Compliance for statutory sourcing requirements
• Improved internal control
• Provides best practices in sales and use tax compliance |
Reporting |
• All data available online
• Secure online access
• Line item details
• Taxable and non-taxable items
• Reason codes
• Location codes
• Revenue/cost account reconciliation
• Export in standard data format (.csv)
• Consolidate data on multiple companies |
• Ease of filing
• Reduced audit risk
• Reduction of audit time and effort
• Monthly remittance reports in minutes
• Allows management to enforce internal controls (Sarbanes-Oxley)
• Provides best practices in sales and use tax compliance |
Returns |
•Collects sales tax information from various internal and external sources
•Automates the entire returns preparation process
•Brings up the tax returns, schedules, worksheets, and reports you will need, right on your screen
•Your tax data is automatically populated onto the form, from information supplied by your accounting application
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•Reduced data entry time
•Decreased errors |
