For customers that utilize the Vertex Q Series, Nascent has developed a custom front-end form in Oracle along
with a set of workflow processes and reports to streamline the entry, review and collection of customer exemption
certificates. This solution is very useful for companies with a high-volume of exemption certificates where non-tax
personnel need the ability to enter exemption certificates in order to avoid delays with customer shipments, and
reduce initial invoicing errors.
Allows the Tax Department to specify whether a state accepts a home state resale certificate from another state, along with an effective date. Nascent's solution includes automated programs to create and disable the additional state exemption records for each reseller based on any updates to the state acceptance setting. This solution is pertinent to companies with significant reseller activity, or other channel partners.
Nascent's address validation solution for Vertex and Oracle eliminates the need to modify all customer facing documents for Canadian customers (invoices, statements, order acknowledgements, shipping docs, etc.) as Oracle’s standard integration requires addresses to be entered with a Country of “U.S.”, a state of “CN” (Canada), and a county equal to the “Province”. Our solution supports Oracle's web commerce and customer self-service modules such as iReceivables, iStore, etc. Our solution utilizes the State.County.City structure for any U.S. operating units, and the Province.City structure for any Canadian operating units. Also, included with the solution is a process to flag invalid addresses after applying monthly updates from Vertex (whereby counties may annex other counties, zip code boundaries are re-aligned, etc.), along with a report of invalid addresses to eliminate future errors.
For Canadian billing compliance, Nascent provides an automated process that updates transaction accounting distributions to split the tax amount across a GST liability account and the appropriate Province liability account when required; HST liability typically books to the same account as GST liability.
Nascent Tax Analyzer