Step 1: Creating and configuring your account

Professional Services will create an account for you with your company data, tax preferences, and the information of the team members who will be using Global Tax Determination. Get in touch with your account manager if this has not happened yet.

Step 2: Installing the connector

When your account has been created, your organization's IT professional will need to install the connector that connects your ERP to Global Tax Determination. Some of the supported ERPs include:

• SAP

• NetSuite SuiteTax

• NetSuite Legacy Tax

• Oracle Fusion Cloud

• Coupa

Step 3: Mapping product codes and creating customers and vendors

Check with Professional Services to determine what kind of information your organization needs to share to calculate accurate tax rates. Some or all of these steps might be necessary before you can start using Global Tax Determination with accurate results:

• Map all your products and services and to the appropriate Good/Service Codes. Alternatively, you can map your products to Good/Service Codes in your ERP. If you have a large number of product codes, Professional Services can upload the mappings in bulk.

• If you have customers with exemptions, create your customers.

• If you are using Global Tax Determination for purchases, add your vendors.