Setting up a customer profile with Taxware

After you install Taxware, you must set up a customer profile.

Procedure

  1. Open the SALES USE Toolkit. If you have not used the Toolkit before, create a user name and password.
    1. In the STEP Security Maintenance dialog, create a new Administrator profile, choose to use the Password Security permission, and save the new entry.
    2. To activate your changes, click Exit, and then restart the Toolkit.
  2. Copy all of the files from the Taxware CD or Taxware zip-pack c_data_sut\data_sut directory into the Taxware_installdir\indata directory.
  3. Open the SALES USE Toolkit.
  4. Log on to the SALES USE Toolkit:
    OptionDescription
    User Name Type your Administrator profile user name.
    Password Type your logon password for this user name.
  5. Load your tax data into Nexpro. Merchants can use this component to specify different levels of the nexus that can automatically be applied to their transactions when the Sales or Use Tax System is used. You can also use Nexpro to specify that you do not want to calculate any taxes for purchases from a particular state. For more information about Nexpro, see the Sales/Use Tax System Toolkit manual.
    OptionDescription
    Product Taxability File From the Toolkit menu, select Tools > Load Files > Product Taxability File to open the Load Product Taxability File dialog. Click Run to load the Product Taxability File.
    Tax Master File From the Toolkit menu, select Tools > Load Files > Tax Master File to open the Load Tax Master File dialog. Click Run to load the Tax Master File.
    Verezip Zip Master File From the Toolkit menu, select Tools > Load Files > Verezip > Zip Master File to open the Load Zip Master File dialog. Click Run to load the Zip Master File.
    Verezip County File From the Toolkit menu, select Tools > Load Files > Verezip > County File to open the Load County File dialog. Click Run to load the Verazip County File.
  6. From the Toolkit menu, select Nexpro to open the Company Profile Information dialog.
  7. Click New. In the Company Profile Information section, specify the information for the company profile:
    OptionDescription
    Company ID Type the identifier from the STOREENT database table.
    Business Location Type the name of your fulfillment center from the FFMCENTER database table.
    Note: The maximum length of this field is 13 characters. If the name of your fulfillment center contains more than 13 characters, for example, ConsumerDirect Home, type the first 13 characters of the name. For example, ConsumerDirec.
    Verify Company Profile Click to verify the information that you entered for the company profile. If you entered the correct information, the Verify Company Profile button changes to Verified. If you entered incorrect information or if more information is required, the VeraZip dialog opens for you to select the correct information. The county name, county code, and Geo code fields are populated based on the zip code that you selected.
       
    Note: You might be required to add real information about the city, country, and zip code so that Taxware can count production tax according to different locations.