Tax setup options

Before you set up the Tax solution, you must make decisions about these issues:

  • Whether to view taxes in summary or detail
  • Which general ledger accounts to use for posting
  • Whether your tax codes will affect taxable transactions as an invoiced or accrued tax
  • Whether to use Tax, Vertex Tax Engine, or OneSource Tax Engine.

    If you choose Tax, see the Tax User Guide.

    If you choose Vertex, see the Vertex Tax Engine Setup and Administration Guide.

    If you choose OneSource, see the OneSource Tax Engine Setup and User Guide.