Tax Batch Population Wizard

During your Vertex® implementation project, you may need to mass populate a large number of transactions with the appropriate SALES/USE tax rates and tax amounts. TaxAutomation developed the Tax Batch Population Wizard to mass populate sales or purchase transactions. The system incorporates all Vertex® functionality including: exempt customers, product codes, jurisdiction processing, etc. The Wizard will process: sales gross amount, invoice date, customer number, etc., and then populate each transaction with tax amounts and percentages for each level of taxing (state, county, city, etc.) TaxAutomation consultants can convert your transaction records and load the data directly into Vertex® for you.

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