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Your tax compliance is only as good as the system that processes the transactions and related information. BWC provides services and assists clients with simplifying and maximizing the benefits of transactional tax automation solutions whether it is using the functionality of the host financial system, external third-party software, or a combination of both. Implementations have included functionality to address sales orders, purchasing, accounts payable, procurement cards, and IP billing applications.

We have extensive experience with all of the third-party transactional tax software systems including:
· FastTax,
· InSource Sales & Use
· Sabrix,
· Taxware (Sales & Use, Enterprise, and TaxSolver),
· Vertex (L, Q, O Series, and Sales Tax Returns).
We have successfully integrated transaction tax systems with client host systems including the following:
· ERP-Baan (3.1b, 4), GEAC, JD Edwards (World, OneWorld),
Lawson, Legacy (AS400, Mainframe), MicroSoft,
Oracle (10.7, 11.0,11i, E-Business Suite), PeopleSoft
(7.5, 8.0, 8.4, 8.8), SAP (3.0, 3.1, 4.0, 4.5, 4.6, 4.7, 5.0, 6.0)
· CRM-Clarify, Oracle, SAP.
· Billing-ADC Singleview, AMDOCS, Geneva, Portal Infranet, Rate
Integration, Sun Tech, Ecommetry.
We work closely with your personnel to identify and document the current systems and business processes, to understand the requirements of the business as they relate to systems development and process improvement needs, and determine the optimal “to-be” systems and future process environment. Building on that assessment with a mind toward a real world return on the investment, we expand on the analysis to elevate the project feasibility into an action plan to drive change toward realization.
Depending upon your requirements, BWC can assist in one aspect of the implementation project, or provide end-to-end assistance in implementing a solution. We take a logical and practical approach to these projects resulting in a successful implementation. We can assist in any of the following tasks of a typical project:

Transaction Tax Software Evaluation
A detailed review of your customers and the products/services that you sell is essential in determining appropriate tax treatment of individual items or logical groups. These customer and/or product groups will be used to set up the tax matrix and populate the tax rules in the system for sales transactions. Tax research can then be conducted to determine the correct tax treatment.

Business and System Analysis
If you are contemplating a replacement or upgrade of your current tax system, BWC can evaluate your needs and offer suggestions for improving your system. Through a series of workshops and discussions with personnel from tax, the business functional areas, and systems, determine the requirements and functionality necessary for your business and financial system. Once a system is selected, BWC can develop the implementation plan and assist in the coordination between tax, accounting and the IT departments and function as the project lead.


Customer and Product Tax Determination
A detailed review of your customers and the products/services that you sell is essential in determining appropriate tax treatment of individual items or logical groups. These customer and/or product groups will be used to set up the tax matrix and populate the tax rules in the system for sales transactions. Tax research can then be conducted to determine the correct tax treatment.
In the case of a purchase transaction, what is being purchased, where is it going, and how it will be used, along with other data elements to determine taxability. A review of the available elements and the desired tax functionality is required to determine the most efficient tax processing.


Tax Rule Research and Population
In conjunction with the Tax Department, review the taxability of the data elements used to determine taxability relative to the business, conduct the research, and populate the tax decision matrix. 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 tax system and appropriate configuration completed.


Custom Programming
Working closely with the technical resources, develop or modify the interface between the tax system and the host system based on the system and business analysis results. This undertaking includes making sure the various calls necessary between the two systems are in place and working as designed to insure the intended results of the tax calculation and processing of results in the host system are achieved.


Implementation Assistance
Be the on-site resource to work with the implementation team during the project drive the solution forward and to assist with the transition to the new tax calculation system.


Tax Return Software Implementation
Assist with the set-up, training, and implementation of the selected Tax 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.


Testing
Once the software has been installed and configured and the tax rules have been populated, detailed testing is essential to insure that the correct taxation is occurring on items specific to the business. BWC will help design the required tests and will work with client personnel on creating the test transactions while also reviewing and documenting the test results.


Training
Work closely with end users to provide them with the requisite skills for the use of the system and population of the tax rules as a result of the new tax requirements, troubleshooting, maintenance of the tax system, and generation of tax reports.


On-going System Support
Provide assistance after the go-live to troubleshoot any issues that arise during the initial period of operation including conducting an audit of transactions to determine correct coding, entry, and tax processing. Other related areas include exemption and resale certificate management and updating the tax matrix logic & rules.