Sales Tax System Implementation Services

312-701-1800
info@ycstax.com

If you are contemplating a replacement or upgrade of your current sales tax system, Yetter Consulting Services, Inc. can evaluate your needs and offer suggestions for improving your system. YCS has relationships with different software vendors and can assess your available options. Once a system is selected, YCS can develop the implementation plan and assist in the coordination between the tax, accounting and information services departments.

YCS is a Sabrix Certified Implementation Specialist, Certified Training and Consulting Partner. We are also a certified Vertex Implementation Specialist and Consulting Partner, as well as an ADP Sales and Use Tax Consulting Partner. YCS has successfully integrated sales tax systems into major ERP systems such as SAP, PeopleSoft, Oracle and J.D. Edwards using existing interfaces and has designed custom and enhanced interfaces in these and other programs. Implementations have included sales order, purchasing, accounts payable and procurement card applications.

YCS can assist in one aspect of the implementation project or provide a turn-key solution. We take a logical and practical approach to these projects – resulting in a successful implementation. We can assist in the following components of the project:

System and Business Analysis entails an on-site meeting and discussions with tax and systems individuals to determine the specifications necessary for your business and financial system.

Sales Tax Software Evaluation validates which software vendor best meets the taxability needs of the business.

Interface Programming entails writing or modifying the interface between the sales tax system and the host system based on the system and business analysis results. This undertaking includes making the various calls necessary between the two systems to result in tax calculation and processing of results in the host system.

Customer and Product Group Determination entails an evaluation of the customer and products sold and purchased to determine appropriate tax groupings that will be used to populate the tax rules in the sales tax systems. Typically this will involve meetings with individuals who are familiar with the products. We can then assist with the determination of the tax product group assignment to the individual products. In addition, if customer groups will be used for taxation or for taxability determination, we can help identify the types of customer tax groups that exist in the business. For a procurement implementation, different data elements may be used to determine taxability. A review of the available elements and the desired tax functionality will occur to determine the most efficient tax processing.

Tax Rule Research and Population entails reviewing the taxability of the data elements used to determine taxability relative to the business. In addition to identification of the data elements, determination of the taxing jurisdictions where the business will be collecting sales tax or remitting use tax must be completed. The combination of these items will be used to structure the tax research. After the taxability of the data elements are determined, then the tax results must be populated into the sales tax system. YCS can prepare an import file detailing the specific entries to be made.

User Acceptance Testing occurs once the interface has been programmed and the tax rules have been populated to insure that the correct taxation is occurring on items specific to the business. YCS will help design the required tests and will work with client personnel on creating the test transactions and reviewing the test results.

Implementation Assistance is available if the client desires YCS to be on site during the implementation and to assist with the transition to the new sales tax calculation system.

Training is available to provide users the requisite skills for the use and population of the tax rules, maintenance of the sales tax system, generation of sales tax reports and also for changes to the host system screens as a result of the new tax requirements.

Quantum Returns Implementation is available to assist in the set-up, training and implementation of the Vertex Quantum Returns package. We can help identify the most efficient use of the package, assist with import set-up and testing, and train the individuals responsible for preparing the tax returns.

Post Implementation Review involves YCS returning to your facility after implementation to troubleshoot any issues that arise during the initial period. We are also available to conduct an audit of transactions to determine correct coding, entry and tax processing.

If you would like us to contact you to discuss our implementation services and the various roles in which we could assist you, click here.