Presenter Cathy Harris ERP Support Specialist at Vertex

Presenter Cathy Harris ERP Support Specialist at Vertex SMB

A Better Alternative to Sales & Use Tax Automation

The Vertex SMB Solution ØPay-as-you-go pricing ØNo upfront fees ØSignature-ready PDF returns ØReturns-only option ØRate files ØExemption certificate management ØConsumer use tax Tax Calculations Returns

Vertex SMB Dashboard Overview

Configure Overview

Register Locations

Configure Products

Configure Products

Add Products

Product Mapping

Taxability Matrix of Product Mapping

Customer Exceptions

Customer Exemption Entry

Helpful Tools

Calculate Taxes

Results

Adjustment File Upload

Lookup Tax Rates

Managing Tax Returns

Signature Ready PDFs

Vertex SMB for Microsoft Dynamics GP

Installation of Services

Adapter Administration

Adapter Administration

Customer Maintenance

Item Maintenance

Sales Transaction Entry

Change Address to NJ Product Tax Rules

Change Address to PA Exempt Customer

Integrated Transactions Sales Order Processing (SOP): • Quote • Order • Fulfillment/Order • Invoice • Return • Back Order Receivables Management: • Sales/Invoices • Debit Memos • Finance Charges • Service/Repairs • Warranty • Credit Memo • Returns

Contact us for a personal demonstration. info@vertex. SMB. com 855 -221 -5885 Follow us on Twitter @Vertex. SMB