Boost Your Sales Order Efficiency with airSlate SignNow's Sales Order Automation Software for Accounting and Tax

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there we are alright the recording started excellent Thank You Beth and happy Friday everyone let me share my camera just for a little bit hi everyone happy Friday glad to be here last Friday of every month we do a monthly webinar here at pine everyone happy to present today our topic of SAT business want formation and we have gathered multiple expert to help us understand how business one handle sales tax out-of-the-box and what are the extension of avalara that is available that really enhance that functionality I'm thrilled to have here today with me my partner in crime Elizabeth Kim who will walk us through the sales tax features available in a city out of the box and we have here also our partner Avalara Cameron Murphy and Wendy who will walk us through the eval our platform and some other related tax compliance elements so with that being said let's view our objectives we provide you today the tools to understanding the Chuck's automation available over the box with a city business one and to help you understand when do you need you know just out of the box functionality and when you know an add-on or Avalara erin is needed so we look forward to show that to you in of course a live demo of a city business one and all the features we're gonna show today is relevant to any flavor of a safety business one whether you are on Hanah or on sequel it's all you know same functionality I think some functionality is available from to a bar so but we are gonna look at you know one of the latest versions gender for today is we're gonna talk about the sales so it set up how II without any add-ons or without any extent we're gonna look at when you are a little tiny bit choppy so I'm gonna try to turn off camera and then maybe that will help the audio a little sorry about the interruption sounds good thank you bit is that better yeah it sounds better all right thank you so we're gonna talk about sales tax setup and how to do sales tax out of the box in sp1 we can the more advanced determination and different automation you can set up city so you don't have to set up every business partners or every item with a relevant determination and then we're gonna look at the feature that came into version of a city one called tax as a service and look at some of the reporting available out of the box for sales tax and then we'll transition into the Avalara connector and what additional functionality that provide and the Avalara team also gonna provide us some information about the coffee defects and how it's related to sales tax reporting and sales tax payment to to authorities of course we're gonna look at some documentation of everything we discussed in QA this session is recorded and it's always we're gonna make it visible for you in the next in the next week or so wonderful or and so thank you so much for the introduction at this point as always we're going to take it into our live demo so you know really first and foremost like Gordon said we want to talk about tax codes and si P and the most kind of the most basic of setups that you can have to handle tax codes in SA P and so in order to do that first we need to look at each of the setup pieces that lead to how tax is determined in documents and first one of those being on the business partner master data screen so on this business partner master data there are two separate areas that we need to define to make sure that our sales tax codes are BA address you know in our documents and SP so the first though is being on the addresses tab here under our ship to address we have an area where we can define the tax code so this is just letting us define a specific tax code worship to location the other area on the business partner master data that we want to look into is here under the accounting tab if we go to our taxes tab this is where we're able to define if this partner this business partner is tax liable or tax exempt no a associated exemption number there so these are really are two places on our business partner master data that are important to define a tax code so here in this case all we have to do is click add that tax code and update our business partner the other area that's important for you know the set up piece of this is in the item master data so if we go ahead and look at our first item here we can see that there's just a simple check box here that determines if this item will be taxed liable or not and so really those three pieces you know are only set up pieces in determining the tax liability on documents so just with that just with those three basic things we can now go into a sales order and go ahead and select this business partner we can go ahead and select that item that we just looked at and determine our tax status so here you notice that it pulled in that default tax code from the business partner however you can see and you know maybe for those of us that are already on SAT business one or already you know using taxes in this way you might not have this field visible so feel free to make that field visible and it'll give you some insight here but what we see is that the tax code is being pulled in but this item is not taxed liable and we can look you know back on our item master set up and verify it's not taxed liable so on the document this is able to be changed on the fly so it comes in with its default but we are able to define that tax liability per line and as you can see in this bottom right corner here when we change it to tax viable it does calculate taxes and then of course when we change it back to its default it's not going to calculate those taxes so that is you know just the most kind of basic of setup areas on on our tax codes for our sales documents we can look at into the actual setup to see what's you know what's going on in here so this sales tax code setup as you might have seen you know where we selected on the business partner we have a handful of options of preset ones that we've added to this system and you can see here you know maybe this is kind of a more more specially defined one or granular sales tax code than the one we were just looking at so for instance this a Z was just had you know the AZ tax code defined for the state we can get more granular in our tax code set up and have specific taxes for the state county and specific city and then we can also define here if that if we are going to be charging sales tax on Freight or not and then you know other kind of setup here we just have the specific rates and then of course it calculates this standard overall tax right there so beyond it oh sorry go ahead yeah just one word about sales taxes so this is the one method to manage taxes out of the box in a city business one is really to define those sales tax one by one it's also upload Abul so we can upload also all the relevant sales tax available but that's kind of a more manual way you know it's it's it's good for some companies they're doing manufacturing right so you may need to sell to charge sales tax within the the current state but in all the other states so it makes sense just to create to sell you know tax codes and that's it we're gonna look at more complicated scenarios down the road where you have many sales tax and that you know in those cases you may need to use tax is a service or a Valero connector we're going to look at that down the road beautiful thanks Oren and and to add on to that point this is whether you do it manually by typing it in or whether you do it by upload this specific feature that I'm showing has to be updated manually whereas we move on to tax as a service those tax rates are updated automatically and the updates are pushed to si P so otherwise that's the sales side of it on this basic set up the one thing I did want to mention is that taxes on the purchasing side I know we looked at these setups for the sales side on the purchasing side the tax that is going to be used for purchasing documents so purchase order invoice all that good kind of stuff that is coming from the warehouse defaults so you can look at this item and you know this item in particular does have a default warehouse and it has that warehouse has a default tax code so then as we go over to our purchasing documents we're able to purchase this grab that item and then you'll see that exempt tax code is coming in there so just a quick note on the purchasing side of that beyond this basic sales tax definition we also do have something out of the box in SA P called tax code determination so to find that we go into our administration set up financials taxes and then there's tax for determination you can also search for it in this bar up here that's generally how I search for everything but there's our so here's our tax for determination and right now we just have a very basic set up here as an example for the webinar but you can get you know much more robust in your setup depending on the sales tax rules for your business so specifically we can choose document types here whether they be item or service documents in this case we've just chosen items you can choose whether you want this rule to be applicable to sales or purchase and then you can start to choose conditions so you know really what this does in a nutshell is is provide those or the ability to create these rules for your taxes so for instance to go off of you know the example Orin was just saying you may be doing manufacturing and in the state of Arizona you do have to charge Arizona taxes but if you're shipping out of state that's tax exempt so a simple setup like this will really save you from going into each specific business partner and you know trying to configure the setup so that you know the specific ship to czar you know how these specific tax codes and it will really reduce that you know that manual work there by setting up these governing rules one thing that I will note is that if you do add some rules that are redundant or if you have two identical rules the document will fall or the tax code determination will follow the first one that it sees so if those rules overlap and the first-line tax code is Arizona it will pull that Arizona tax code so just as you're working on setting it up you know feel free to reach out to us and and you know we're happy to look and set up those rules with you and of course just to mention as we're going through this process or this demo feel free to add any questions that you have in the chat the GoToMeeting chat and we can answer it as we go otherwise if we don't have any questions on this I will move on to our next feature which comes out of the box with si P called tax as a service so what tax is a service provides basically it's providing that same functionality to calculate your sales and purchase tax but it does it in an automated way so si P can you know reach out to the tax hub and return the appropriate tax straight away on your document so if I not will open the administration menu go to system initialization company detail and our accounting data tab so you can see at the bottom here I do have this sale this s AP localization Tax Service hub turned on for right now we you know you can say do not use that I remove everything or we can say we just want to do it for sales or sales and purchasing this information should Auto default but let us know if you you know need any help setting that up and we're happy to do so so once this set up is here it's it's going to auto calculate and pull in the taxes based on the information that's on your marketing documents so we can go ahead and open up a sales order we'll create a new one and actually let me jump into our business partner master data first so before we create that sales order we do have just one small setup piece here which is when you go into your business partner master data once you turn this tax as a service on we have this configuration here that says is it enabled or is it not for this specific business partnership - and so yeah you just wanted to mention so once you set up the text of the service enabled in the company every new ship - basically will have that default so if you were don't want the text to be automatically you could change it to no but the default will be yes yes absolutely wonderful and and just to piggyback off of that if you do want to you know remove them kind of in mass and you have a list that you want to reset that default we can do that as as a mass upload so here once you have tax as a service enabled this is going to overwrite this can you know whatever you have set here for your tax code the tax as a service takes precedence so we can go ahead and see that let's see we have it may be for our Milwaukee location so in this same business partner we had you know this Arizona location but now we also have this Milwaukee location and we have some basic information about our zip code state county but let's say we really are not you know 100 percent sure about what the taxes are there and truthfully if we have tax as a service we don't need to spend that time you know retrieving the sales tax information so now we've pulled in our business partner we'll go to the loot the logistics tab and I actually want to pull for it this Milwaukee location and then we'll add our same item and now you'll notice that it generated this new tax code here so we can go drill in and look at our tax code and let me pick that a little bit better so we can drill in and look at our tax code and now si P has gone to the Tax Hub and actually based on the address that's on the sales order that Milwaukee address it is now defined and pulled in what the tax code or tax rates are for the state county and city any relevant text is there and added this as a new tax code in SA P so it really is going to help you kind of reduce the administrative burden of having to update your taxes or spend so much time you know making sure that you are our tax compliant and you know it's going to help you fulfill those those legal requirements there as well so there are a few limitations of this that I just have to you know I just want to share so it does only work with domestic us business partners not your business partners that are outside of the US it is the other the other kind of one thing there is that it does need a web connection to function because it does have to talk to the tax hub so if you're planning to use this you know you do have to have that web connection so I think oh we have a question this on the church let me read it out loud or maybe you want to do that because you like to read those I I do thank you so sherry thanks for the question so Sherry's asking on the purchasing side she has a supplier like Uline that they don't pay taxes for any materials that that she buys that go into their product but she also buys materials from them that are more office supplies so do I need to leave the accounting / tax tab as liable or should I set it as exempt so yeah so that's a good question Sheri and normally on the purchasing side you don't really put tax codes right so one thing you could do is first make the vendor is exempt so it doesn't even post on the journal entry you know $0 sales tax and then on the purchasing document I would always have it as exempt unless if there is something very unique because normally the invoices you get from your vendor is already included the taxes and things of that nature so you don't have to manage that separately I hope it answer your question but please let me know if not yes thank you wonderful so any other questions from the audience before we move on okay otherwise there is just one last thing that I wanted to cover which is this sales tax jurisdiction report so let's open see Oren do you know off the top of your head sorry where that report is for some reason I'm not finding it on here there we go thank you all right perfect so this is our tax report or tax jurisdictions report so in this case we are able to pull in kind of our our our tax report for each of those in this case you know we're looking at either States or they may be you know special jurisdictions or counties we can go ahead and run that report and now we have information here telling us our tax rate for each of these jurisdictions any taxable amounts on our books here as well as you know our total tax them out there this is kind of expandable here so we can jump in for instance there we go Pennsylvania has a little bit more data here in the system so we can expand or collapse this and any relevant you know taxes on documents will be available here and the source document so from here we're able to drill in with this golden arrow and then actually see you know the relevant document here doc total in the tax that was calculated right and and that report could be generated in so many different ways so it's one report that actually included multiple report because you can run it either by jurisdiction or you can run it by your specific tax codes that you set up so this is where you see all the tax codes that were set up and in addition you could determine if you want to run it for the AR or for the AP and kind of help you choose you know the different transactions that are going to be include so if you run it here by tax codes now we see only the relevant tax codes and if we have transactions you know financial transaction or not the sales order that again show us those details and that also have a couple of design reports not not amazingly nice but but it does allow us to kind of customize or to change them if needed wonderful thanks so much for for that orange so any other questions from our audience before we go ahead and turn it over to a Valera all right excellent thank you very much Beth so just kind of sub summary on what we went through we went through so far on SAT tax codes and how to define them even manually we went through the tax code determination how to automate in different transaction those sales tax codes then the second element we looked at this tax as a service which is much more automated and as well as we looked at the different reports available out of the box so everything we showed now comes with your a safety business one out of the box the touch of the service come from version 9.2 I believe pl6 so all of that is available for you out of the box with the city business one what we're going to go through now is an add-on provided by Avalara Avalara I'll let them introduce themselves and let you know you know what they do and probably everybody here on the call understandable era so this is an extension for SCP business one and it lives within SCP business one and also outside but without being said and without further ado I'm very happy to introduce you with Wendy hey everybody thanks for joining us I know sales tax is not everyone's favorite thing to spend an hour talking about so I appreciate y'all joining us actually I think Cameron is going to take us through a slides and then we are going to look at how the Avalara plug in add it into sa pv one will help to kind of take what we just saw but Elizabeth was showing us it kind of jump off to the next level yeah that's perfect when did you is it not sharing it shows me they're gathering there's a green box around it yep I do see yeah why do companies outsource I got me okay yeah we got you in if you don't mind since you have the controls just advancing the slides when I give you that the heads up but thank you so much or an empath for going through that and handing it over to us my name is Cameron and for everyone that carved up some time to join with us today I appreciate that as well I am a strategic alliance manager at AB Alera and I manage our partnership with pioneer b1 and the team there I appreciate the opportunity to highlight some of our features today and I think Wendy will take a little deeper dive on exactly kind of how that all works and go from there so a balloon was founded in 2004 we have a little more than 30,000 current active customers and we have eight offices here in the United States domestically and eight globally so full global coverage on any kind of transactional tax whether it's sales tax use tax expanding out to that tax and things like that so for companies that want a solution or maybe an automated piece instead of relying on a heavily manual process or really kind of setting in for getting that piece of it to focus on some of the revenue generating pieces of the business that's really where we come in to have those discussions to see how we can help so for today why is sales tax and the revenue that states get important to them so when you can think of you know infrastructure roadways think that states pay for and the federal government pays for where does that revenue come from and about 47% of states rely on sales tax as part of their revenue so it's definitely something that is very important and something that the states will eye heavily on and also inspect what they expect out of businesses as far as the calculation what is collected and remitted to the state so you can see here in a report from Aberdeen and Wakefield businesses that were polled were asked the question why you outsource and how comfortable or confidence do you feel that if someone came I came on site and knocked on the door and said hey can we pull this invoice with these SKUs and see what was actually calculated were their products that were exempt or not exempt and what rates were calculated what was collected and remitted to us we think that there may be an error or we just kind of want to inspect what we expect about 3/4 so almost 75% of those businesses feel that an auditor is likely to find mistakes and only 25% feel that they are not likely to find the mistakes but I can pretty much rest assure that about a hundred percent of those businesses are not a hundred percent confident that they're in secure and compliant environment so really kind of outsourcing that piece of it is something that just becomes you know an option for businesses to explore and that's really where a valera comes in you know sales tax compliance is really not a option for businesses and a lot of times it's the burden Falls solely on the business to provide that information so you can see here that businesses feel that having an employee or group of employees a team manage that piece of it researching the rates what should be calculated really cost them per year about 67,000 to upwards of $400,000 so it's definitely something that is is very you know a lot of resources go into to keep it manual and it's something again that states are really looking for to collect you know the 47% of the revenue they rely on when needing exercises thank you so as far as our staff solutions so everything's up in the cloud it is 100 centimeter I've done in real time you can think of you're either resource planning tool your ERP any kind of point of system shopping cart income retail we have the pre with written language the integration that goes right into SAT b1 what happens at that point is any time there's an invoice and there's a transactional tax whether its sales use tax there's a sales tax calculation it up into the cloud into the product dissolution set over to AB attacks it looks at where pieces are moving where they're coming from it swings over looks at Sur caster so sir capture is our document management for any exemptions so different products there's about 1,400 different product exemption rules of products that you're either taxable or not taxable based on different rules so it looks over for any kind of exemptions to products then it goes ahead and does the calculation and sent it back into SAPD one at that point it's all housed within the solution so when you go from your collection to actual remittance and filing we have all the documentation there and those are the prepping and filing is done and then the returns are managed and sent over to the government or the municipality at the state of federal level so I'm at any point if you want and I think Wendy's going to showcase a little bit more kind of how we do that we have obviously more information available on our staff solution and how that all that works within with SAT b1 so Wendy next slide so as far as a Bellaire and sa PB one we have over 700 different integrations which we have pre-written language for SAPD one is one of the the main or core integrations that we deal with in our ecosystem every day and every year here's some of the key bullet points as far as our integration to FA fev1 I don't feel the need to just read them verbatim but I think there are definitely a few highlights that kind of stand out for me and you know two real standouts are just kind of getting started so you know taking that first step having the conversation and once we decide to go with a valera in our solution you know getting started is very easily so having that pre-built connection allows for a seamless interaction into SAT b1 the IT at most instances is non-existent or very very light so it is something that can get up and running pretty quickly versus a long drawn-out project of trying to get AB attacks integrated in safety one and then once it is integration integrated or you are using AB attacks you really are able now to do that updates to us so if you can think of having to go back and actually spending time of doing research and looking at tax rates and uploading tables and things having a SAP solution now it's all done in real time so anytime there's any product exemption rules that change there's different jurisdictional rates that change out of taxes up-to-date with that and we'll go ahead and make those calculations in real time again versus having to rely on a heavily manual process so you can see here with some of the other ones as far as detailed reporting so just being awed it ready having access to record different periods of reconciliation and being able to pull invoices and transactional tax amounts and then also getting a leg up on prepping and filing and then of course having reliable accurate calculations knowing that you are compliant in an automated piece that the tools doing the work for you and then you can feel good about your tax software a lot of different choices for people that we have discussions with to entertain we have a very good organization as far as just learning about your environment what are some of your requirements and really where you want to get to those discussions happen every day and of course we would love to have any kind of discussion with you from further questions that you have for our integration to SAPT one and of course pioneer b1 is a great partner of ours to also reach out to to start that initial conversation or get some more information as well so really kind of with that piece of it as far as going through a little bit on you know about a valera just kind of where we are currently and how we can help with sa pv-1 as far as automating sales tax calculations and then also collecting remitting and filing i'm going to turn it over now to a senior solution engineer of ours her name is Wendy Leonard you heard her at the forefront of this she's going to go a little bit deeper into the integration via her piece so Wendy over to you absolutely so hey everybody thanks again I will say that as Orin was talking at the beginning my access to to the b1 integration is via remote desktop and it kicked me off as he was talking I've been trying to get on I won't continue to try and get on but the key thing is I was gonna pick up from where we were looking inside of b1 I will I was going to pick up from there at first and then can move over to have attacks and kind of the end of it and I'll kind of do it in a little bit of a reverse order so the key is that if you're using AB attacks you will have a little integration so instead of using either of the versions the Elizabeth was showing us what you'll use is it's called an external option that they have inside of the configurations to set your tax settings and that means you're able to use the habit x version and in C you will get an AB attack cite your experience inside of s AP we b1 will be very much the same as if you were using the attacks as a service it's going to pick jurisdictions for you so you're not going to have to manually pick those and it's going to pick it based on actually a latitude and longitude so it's actually gonna define that and let's see if it's let me in my desktop no I don't want to make changes it's gonna let me back in now I think ok yay you all right yeah I'm glad that came back so we'll start again kind of picking off what we've already seen leaving off where we were and picking up with just starting in a sales order which we were looking at we'll pick our customer you and just look at those customer details so as we saw the two key places that we would be picking that tax code can the customer card and then if we'll come down we can see when you've enabled the Abba tax portion of it that external taxability the tax code converts to Abbot acts so there's no selecting of tax code inside of this environment at all there's a configuration default that allows you to default that to Ave attacks and so it it's just going to say that and when you're using the Abba tax configuration as I was mentioning it really does an address level not just zip code base not just zip code four but it converts things to a lat/long it's going to take that exact address and convert it so that we literally Avalara drop a pin point to identify where it is which that's what allows us to give that accuracy guarantee is we're not just kind of sure what serger addictions that particular dress is in we're absolutely sure and we're able to also help facilitate because there's a concept of an address validation and that is where we are able to and we can look at any of the different addresses each of those it's going to provide a lot long that's you know from there and then after solid ation is what helps us get so accurate on that you can either it also helps improve some of your addresses in here as well so if your information that you have also when sa pp1 if you're using those other mechanisms either you're doing it manually and users of yours are having to establish which tax code any given customer addresses in the text is a service identifies based on the information that you've provided but when you're using this integration and it actually calls out and is able to improve on and it you know fix a lot of the details you've got with your addresses so I had modified the zip code to 90999 when I did the address validation it just replaced it with the far more accurate zip code plus a zip plus four plus adding the lane or the Northeast's are all those different pieces you can have this address validation functionality execute in a couple different ways so when you put ab attacks in place there's going to be some configurations and some settings and you're able to update in the system and then there's lots of different options if you come over here to this address setting you can say ask for a confirmation with address validation so I don't have that enabled basically if I ask for address validation and it has a better one it just replaces it here and then I can save it or not save it I could have it have a pop-up that says hey do you want to replace it with the information there's a lot of controls and configurations with the settings inside of the of attacks integration that allows you to to have this the most effective way for your users to use it and your text Department gets to decide what they want standard operating procedure to be from there also you can see that there is a bulk validator so if you'd like to you're able to in in Mass when you come on board and use the abbé attacks integration you can go ahead and do all of your addresses to do a validation which would do that tweaking it's got a nice sight side impact of getting more accurate addresses so if you're ever getting any kind of those penalties or Nesta grams from your common carrier that the address wasn't exactly correct using the address validation feature helps with that as well and again based on your configurations and how you have it set up can control how you want those views to be if you'd like it to just validate in the background and not have a button here you can suppress the button and have again that flow and standard operating procedure you want but the key is there will be no selecting of those tax codes that's completely automated and as well just like we were looking over here in the tax tab you'll want of course it to show tax libel so even customers that have exemptions in place in this case will always just be taxed liable because the key here is you're tying in ABBA tax which is a tax engine so the tax engine should be making the decision so as far as the one is aware all your customers are going to be taxable and all of your items are taxable it doesn't mean they're will be taxed it means that you're letting Avot acts make those decisions and that's what you're gonna and that's what you know having Abba tax here is going to identify already so that's in the customer card again it's very much the same experience if you're using text as a service it's just a little bit more accurate there's a lot more reporting and ease behind the scenes around that but from a user and usability perspective not much changes for your experience there okay then we'll go back to our sales order and we'll add an item to it I'll pick an item tax code populates in there just like we expected it to I'm gonna add a date so that I can get that so and now you'll see at the bottom here there's a preview tax so if I'd like to preview and see what the tax on this would be yes I want to use that delivery date it's calling out to ABBA tax and it's pulling the information back into the system for what the tax on that would necessarily be and then I can always update on that if I've got an additional quantity I can also modify and see the address that's being used so in this case I can pull in and get the tax for what that address in New York would be so it's a hundred and thirty three dollars and thirteen cents if I modify and say you know what they actually want this ship to the West Coast it again yes I do and again use this app attacks because of course that's what was populated there and I can ask for my preview and it'll pull in and say oh well if it's going to that address in California that we corrected the zip code on then it's a hundred eight dollars and seventy five cents and then it's got all of the details if there's ever need to see what was passed over or passed back for troubleshooting purposes all of those details are behind the scenes that you can have access to but really the summary information is what's going on for there so I've got my tax that's around that I can actually add which is foursome adding that is a sales order it's calling through and if I were to go back to my sales order that I just had it'll show be the document that I was looking at okay text that's applied in there I could always push that through and process from there now we want to look at also the items and here's where we're going to look at some use a user-defined field because the other way that we could do this as we saw up front is we could either say each item is liable or not liable right so this again all items are gonna say tax libel here so we could either go through item by item this is label this is not that doesn't account for customers and things like that if we want more large rules we could have the way we're setting we're literally kind of setting rules and rules and rules again when you're using AB attacks of attacks is making those decisions you're not setting rules you don't need to decide is this item taxable for this particular customer that tax decision calling into ab a-- taxes making that full contextual decision what you need to do is simply identify what the item the good or service on your invoices in these cards what they are so here this is it's a different says tax code but this is an avataq tax code which is basically add goods and service code this p and zeros indicates exactly what this item is in a novel era a Villere speak basically so if it's software some states are gonna say software is completely not taxable not because the customers not taxed well because software's not in that state but other states say that exact same text you know software is taxable you're not having to need to know which state street software which ways which straight states will treat medical devices in a certain way Freight in a certain way all you're needing to know is it's a medical desert device it's Freight it's you know software is a service whatever it might be and pick the corresponding code that ties in so as its passing through and as it was getting that tax decision in the invoicing in the sales order whatever it might be it's passing a contextual a bundle of information that was what we saw with all that little code stuff that we could use to troubleshoot that bundle of information because ab attacks goes through logic for every single tax that it returns it goes through and first and foremost it says do you even have nexus a sales tax obligation with the addresses that are involved that was this logistics piece of it it's passing through the addresses that are involved and it's identifying and passing it through 2ab attacks and Avocet taxes then deciding with based on those addresses do you even have Nexus as an organization there if so then it looks to see well does your customer have an exemption there for that particular one if so zero tax right if no Nexus zero tax and it returns that back lickety-split to to your invoicing or sales order if you have Nexus but your customer has an exemption certificate it provides zero tax back to the sales order or invoice if your customer doesn't have an exemption certificate but that particular line item is not taxable in that particular jurisdiction it passes back zero tax for that piece of it so it goes through this logic tree and it does it in that sub-second mechanism and sends it back and that's how ab attacks can provide that that accuracy that we've got going on because it's doing all of those different pieces not just rules that you're putting in place or that your individual users are making those different decisions again you're simply making sure you've got addresses in the system that you can use the AB attacks mechanism to make more accurate and you're identifying the code that's being used to identify those particular items and then from there it's simply you can use the standard you know mechanism when you add an item it's going to first do the draft and then it's going to post the item that moves over to AB attacks and the system does understand the integration that was written so that b1 is speaking to Avot acts tells it at each step in the way what type of tax query it is so when I was doing a sales order query into AB attacks IVA tax knew that sales orders aren't real you know I want to be completely accurate on the tax front but this is not something that's going to move over for potential sales tax liability because a sales order isn't a final and invoice when I post my AR invoice then when I'm querying I'm attacks that final time for a final decision because it might change addresses it might change quantities it might change all those different components but when it finalized as a post it moves to AB attack says now it is sales tax final and it would come over to ABBA tax and let us know so the other thing I want to point out here is that in the configurations there's a tie-in to cert capture and as Cameron was saying at the top and as I mentioned that it is a contextual decision and a lot of that depends on whether this particular customer has an exemption certificate and not just a certificate but isn't a certificate that covers that particular shipped to location because as I bounce back and forth between my New York and my California if the customer was reselling items in California but their headquarters was in New York and they consumed them there then California B's M Pat North Carolina excuse me New York wouldn't and so that's gonna be managed insert capture and you've got a window into that whole exemption management piece of it from your environment in SA P b1 so your users don't have to learn to use another application even though that's what's running in the background so you can actually from from here kick off communication using the cert capture tool to send emails directly to your customer make place holders say this customer says they're going to provide certificates if they haven't yet so that's placeholder so that the system can send communication can keep people updated do some automated reporting around that so there's a lot of pieces in there and then we're going to look at what the reporting piece is then going to come out of the a Valero engine which we're going to look at but I do want to point out that if you you're a user and we have some clients that have really high volume invoices and they really don't want to have this preview tax attacks functionality even though it's a sub second or maybe they're EG eyeing a bunch of invoices and they really like the tax functionality to use the amma tax component have these pieces available to them but they want to be able to run bulk and batch processing for that tax component off you know off not during the invoicing process so there is actually a web interface that you could use that as you're going day-to-day you can have these different pieces but if you'd like batch processing for the tax piece of it so it's not taking up its today resources you can run those batches anytime you want to on an off period so that'll be there yeah my remote server tied up looks like it's caught up to me note we have ten more minutes okay so are you good with time perfect okay I'm good with time I'm gonna just show you kind of where it moves over into a vertex and then we're gonna hand it back for the kovat piece of it for cabin to walk through those all right so inside of a vertex pull that up you're telling a Vita again real time going back and forth from sa PB one into AB attacks you'll have as you come on board an AB attack system you're telling a 'but ax where you collect tax you would also tell AB attacks about your return information and then we're going to have all of the transactional information that's here as well so all of those details are being stored as well inside of ab attacks which means when the reporting comes time when compliance is here all of those details are very tidy in one place on your documentation so we can see that transactions that come through exactly the items that they were the codes that were passed through the jurisdiction levels all the names of them and the rates also kind of the logic did you have Nexus here was this customer taxable was the good or service taxable and a full review of all of those details if there's ever question on that Tech's ability piece and then extensive reporting very elaborate details that you can have here to help you do reconciliation into with your SI p with your GL also for liability reporting for returns for comparing all those different pieces of it so it really is a very similar looking experience when you're in sa PB one but there's a lot more power behind the scenes and the tracking and reporting and again that accuracy guarantee that that's kicking off all of those pieces behind the scenes as well and that's really just a high overview around it I can get can talk very excitedly about about these different tax concepts so that is super high level on that but we're gonna jump back and forth and see if there any questions at the end and I think we wanted to talk a little bit about just the immediate environment with Kovan 19 impacting some of the sales tax compliant compliance requirements that are happening right now for the books yeah that's great Thank You Wendy I love how that fits so comfortably with inside SAT b1 it really looks great at this she's going through that and I know that you can that's just the tip of the iceberg for you so appreciate you sharing some of that I know we're getting towards the top of the hour here so I won't take too much more time but you know to say 2020 has thrown a lot of people for a loop to start I was was probably a major understatement I think there was a lot of kind of scrambling at first to course-correct and figure out what's going on and it's one of the touch briefly on some of the efforts that states and the federal government have made as far as accommodations trying to help people and really kind of for the first time I feel kind of just be flexible to the environment and really showing kind of how everyone is in the in the same storm even though we may be in different boats but so for individuals and for businesses the tactic has moved from April 15 to July 15th I remember beginning the year thinking oh my gosh taxes and we do they moved it and now I'm again going oh my gosh taxes and Mead gonna be new next month this the year has definitely is flying by and so for that movement from April 15 to July 15th there are no late fees of course or any penalties incurred you can see there for individuals some of the deferred amounts and then also for businesses to help you know kind of again just get acclimated to the new the new norm the new environments of 2020 and things going on and then of course I'm sure we've all been seen on the news as far as the Federal Reserve is flashing interest rates close to zero to try to get people out there and really help out so maybe some of the states specific stuff if you want to take a look here at some of them adopting as far as the July 15th deadline I think this has become even a larger scale I know Texas agreed a few months back to new it as well I'm pretty sure by now all the states are on board with the July 15th filing deadline maybe if we look a little bit more specific next slide please windy on some of that different once here just a couple standouts for me or Alabama Louisiana just really say look we're gonna go ahead and any of the late payment penalties any interesting like that we're gonna go ahead and wave it until further notice you know let's let's all get in this together we'll get through it together and really just being flexible and helping individuals and also businesses out to make sure that we're all doing our part alright next slide so a couple of note worthy folks or states that have kind of gone above and beyond so the county of Vail Colorado has said that they will absolutely just suspend any sales tax collection till further notice they just want to use you know leverage that to help folks really just induce their cash into the flow of their business try to help them out to either you know truth figure out how to thrive or survive and and really get back to business as usual if we can and then for refills is saying look any kind of products related to Cove in nineteen we're going to go ahead and and you know make those exempt from any sales or use tax so a lot of different folks coming on board but anytime you want to do some independent research on your own if you go to the next slide Wendy we do have resources that are available all the time via our website blogs different things that a Balearic on our folks are really working hard to stay up to the minute to bring you the resources to have at your fingertips and of course we'd love to have any further conversation even if it's just learning about your business and answering some of the questions that you have so the Americans suit of Certified Public Accountants as well has some guidance on the state filings for Carna virus and then again at any time you can visit a Valero calm or reach out to the group at piney and be one and let them know that you have a some interest based on what you saw today or your environment to have a little deeper conversation and of course Wendy I'm sure will we'll go in length if you want to see really kind of a deep dive into into our solution set so that's really what I had for us today and I know Wendy appreciate you doing your piece as well I will go ahead and adjourn and turn it over to the group of Pioneer being one I think that there's some some extra stuff there maybe in closing for the folks yes absolutely thank you so much Kim run and Wendy I just want to quickly kind of summarize what we talked today and then share some of the you know references that we have so we did talk about sales tax codes in SSP out of the box then we talked about you know the out of the box tax determination and how we can automate that we talked about the stacks of the service option and the reports available through ACP business one I think Cameron and and when they did a great job in presenting Avalara and I would say when you have a very simple tax code situation you know ICP out of the box may be a fit well you may need a Valera is really when you want their help in you know report filing as if he does not do that for you the compliance you know when you have many tax rules and things of that nature this is really where you need to have the Avalara orava tax extension and I'm happy to adjourn here with our documentation so this is the SAT documentation it will be available here with this presentation that we'll share that will take you directly to the documentation on everything we talked about SCT out of the box we have our YouTube channel where we have a lot of Education and all our monthly webinars are sitting there we have our you know LinkedIn page tips and tricks groups that provide you information about so many different things and of course our website from the Avalara site we heard two links the one is about a CP business on specifics and what it does and you know kind of get started or get in touch with them and of course Google has a lot of information good and bad so with that being said if you guys have any questions we're gonna open the lines or the chat is available our information is also here available so feel free to reach out to any of us if you have any further questions or would like to tell you know to talk maybe in more details about excise taxes or things that are more advanced we would be happy to assist you with that so any questions all right I don't see also anything on the chat so with that being said happy Friday everyone have a great weekend really appreciate our presenters here and be safe and be healthy thank you for our audience on Facebook live as well and have a great week and say thank you thank you so much be safe thank you hi well