SA Administrator Options - Integrations - Tax Interface Options field descriptions

Tax Interface Company Settings

Application Integration Endpoint

For Vertex Cloud, select the Application Name as specified in SA Application Integration Endpoint.

Hosted Web Service

For Sovos Global Tax Determination, select this value for the system to run the Sovos GTD interface logic that is directed to the Sovos GTD-Hosted Edition system, which runs the JSON Rest API Interface calls.

For AvaTax, do not use this option.

For Vertex Cloud, do not use this option.

Hosted Web Service Security Key

For Sovos GTD, this alphanumeric key is required if you implement the hosted version of Sovos GTD. This security key is referred to as the Hash-based Message Authentication Code (HMAC) Key for Sovos GTD.

For AvaTax, do not use this field.

For Vertex Cloud, do not use this field.

Service URL

For Sovos GTD, specify the URL for Sovos GTD’s Data Center that accesses the web application server version, or hosted version.

For AvaTax, specify the URL of the AvaTax application. For example, https://<tenant>-rest.example.com/api/v2/. All REST API calls and JSON objects use this URL for requests and responses.

For Vertex Cloud, specify the Service URL of the Vertex Cloud application.

Tax Application Version #

For Sovos GTD, specify the Sovos GTD application version.

For AvaTax, do not use this field.

For Vertex Cloud, do not use this field.

Tax Organization Name

For Sovos GTD, specify the organization code as defined in Sovos GTD.

For AvaTax, specify the Company Code as defined in the AvaTax Administrator console.

For Vertex Cloud, specify the Company Code as defined in the Vertex Cloud administrator portal.

Web Service User Name

For Sovos GTD, specify the user name set up for the Sovos GTD web service or hosted version. All web service calls and JSON requests use this name. This name is also defined as the User ID in Sovos GTD Administrator-Access-Users.

For AvaTax, specify the user name set up for the AvaTax web service.

For Vertex Cloud, specify the API Key value displayed in the Vertex Cloud administrator portal, in Settings-My Connectors. This is a one-time set up.

Web Service User Password

For Sovos GTD, specify the user password set up for Sovos GTD web service or hosted version.

For AvaTax, specify the user password set up for the AvaTax web service.

For Vertex Cloud, specify the API Password value displayed in the Vertex Cloud administrator portal, in Settings-My Connectors. This is a one-time set up.

Tax Exemption Interface Settings

Admin Name: If you have purchased a third-party exemption certificate processing application, specify the user ID.
Admin Password: If you have purchased a third-party exemption certificate processing application, specify the user ID password.
Certificate Application Name: If you have purchased a third-party exemption certificate processing application, specify the Client ID number. Contact your Infor representative for more information about this integration.
Connection: If you have purchased a third-party exemption certificate processing application, specify the connection information provided by your third-party exemption certificate processing application. The Customer Administrator Customer Exemption Export Report uses this connection information when this export establishes a connection through which data is sent. The data is sent with an HTTP post through a socket connection. For example, if you connect directly with CertCapture, this value is likely -H www.certcapture.com -S 443 -ssl, but verify with CertCapture.
Content Type: If you have purchased a third-party exemption certificate processing application, specify the content type that is used by the HTTP post. The content type is the multipurpose internet mail extensions (MIME) type of the body of the request. If you connect directly with CertCapture, this value is likely application/x-www-form-urlencoded, but verify with CertCapture.
Service: If you have purchased a third-party exemption certificate processing application, specify the service that accepts the HTTP post sent by Distribution SX.e. This value is provided by your third-party exemption certificate processing application. If you connect directly with CertCapture, this value is likely /webapi/importcustomer, but verify with CertCapture.

Address Interface Settings

Account ID: To integrate with PitneyBowes GeoTAX Enterprise Tax Management, specify the account ID.
Account Password: To integrate with PitneyBowes GeoTAX Enterprise Tax Management, specify the account password.
Service URL: To integrate with PitneyBowes GeoTAX Enterprise Tax Management, specify the service URL.