TAXWARE® Sales/Use and WorldTax Implementation Services Implementation

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Taxware Sales Use Tax Implementation

One of the first steps of a project is analysis of the client's technical environment as well as the tax and accounting processes to determine the most effective manner in which to integrate the Taxware® system. Designated client employees will be interviewed and client documents will be reviewed during this process.

TaxAutomation will define: Implementation scope, tax drivers, tax strategy, integration approach, technical architecture and testing.

Other phases of the project include:

• Installation of the Taxware® Tax System
• Configuration of the Taxware® system interface
•Configuration of Product Codes
• Legacy data conversion
• Configuration of STEP
• Configuration of Nexpro and/or admin. codes
• Configuration of the Company Master Records
• Documentation of Taxware® Configuration
• Complete post implementation/configuration testing
• Client training and knowledge transfer