Home > Articles

This chapter is from the book

This chapter is from the book

Taxation

The following section describes solutions to taxation provided by third-party vendors.

Sabrix, Inc.

Product Name: TaxBay

Product Category: Tax

Contact Name: Dave Driscoll

Contact Phone: (866) 482-9229 (toll-free)

Contact E-mail: dave.driscoll@sabrix.com; info@taxbay.com

Web Pages: http://www.sabrix.com; http:// http://www.taxbay.com

TaxBay, by Sabrix, centralizes transaction tax management into a single operating environment that encompasses the total business enterprise.

A robust transaction engine manages Buy-Side, Sell-Side, and e-commerce U.S. Sales and Use Tax calculations. An integrated international module handles Value Added Tax (VAT) for input and output transactions and Goods and Services Tax (GST) calculations in a completely automated environment. In short, TaxBay centralizes and consolidates tax calculations for businesses no matter where they are located—across the U.S. or around the world.

Web-based communications protocols offer the tax manager control through a single point of entry for anytime, anywhere access to the entire system. Updates can be instantaneous and automatic.

Full integration with all existing ERP and legacy systems, data warehousing, infinite scalability, and the power to handle evaluated receipt settlement give TaxBay the power and flexibility to excel in all business environments. It resides on each client's data center and is updated regularly with electronic pull downloads.

TaxBay was created by Sabrix, Inc., using Oracle Relational DataBase Management System (RDBMS) to store much of TaxBay's data and to execute much of its code. In addition, TaxBay uses Oracle Internet Applications Server (IAS) to manage the XML and end-user interface. Oracle Reports Server generates and serves reports to the end user through a browser.

Vertex, Inc.

Product Names: Quantum for Sales and Use Tax, Quantum Returns, Quantum for Payroll Tax, Quantum for Property Tax

Product Category: Tax

Contact Name: Tom Kirk

Contact Phone: (800) 355-3500

Contact E-mail: tom_kirk@vertexinc.com

Web Page: http://www.vertexinc.com

Vertex and Oracle have partnered to create a complete multistate tax compliance suite that includes sales/use tax, property tax, and payroll tax. The Oracle interfaces to Vertex's Quantum family of solutions mean faster, more efficient and accurate tax compliance so that tax professionals can focus on more strategic activities. Vertex's full suite of compliance products simplifies relationships with third-party providers.

Oracle 11i includes an out-of-the-box integration to Vertex's Quantum for Sales and Use Tax product. The tax enhancements made within 11i have simplified implementation and have improved the user's ability to remain compliant from a sales and use tax perspective. Oracle's Order Management solution is the key linkage between Oracle Applications and the Vertex tax compliance system. Vertex tax functionality is embedded within Order Capture and is called for calculating tax whether the user is in the iStore application or in the Accounts Receivables application. Several other enhancements have also been included to help maximize the benefits of the Vertex tax solution. Vertex tax compliance solutions are available with Oracle 11i whether you are using the applications in-house or taking advantage of Oracle's hosted applications.

Quantum Returns completes the compliance process by automatically importing tax data from a summary file and entering it onto exact replicas of state and locally administered return forms, ready for signature and filing.

Quantum for Payroll Tax is a fully integrated component of Oracle Human Resources Management System. This integration is a required component of the Oracle U.S. and Canadian Payroll applications. Address validation functionality is also available for customers who are using the Oracle HR module without Oracle Payroll.

Oracle Assets is integrated with Quantum for Property Tax. Quantum automates the property tax compliance process by tracking dates, providing for review and adjustment of property valuations, estimating property tax based on jurisdictional requirements, and generating signature-ready returns. It then compares estimated with actual assessed values and processes tax bills, payments, and billbacks.

InformIT Promotional Mailings & Special Offers

I would like to receive exclusive offers and hear about products from InformIT and its family of brands. I can unsubscribe at any time.

Overview


Pearson Education, Inc., 221 River Street, Hoboken, New Jersey 07030, (Pearson) presents this site to provide information about products and services that can be purchased through this site.

This privacy notice provides an overview of our commitment to privacy and describes how we collect, protect, use and share personal information collected through this site. Please note that other Pearson websites and online products and services have their own separate privacy policies.

Collection and Use of Information


To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.

Surveys

Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.

Newsletters

If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information


Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.

Security


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.

Children


This site is not directed to children under the age of 13.

Marketing


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information


If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.

Choice/Opt-out


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information


Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents


California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure


Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.

Links


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact


Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice


We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020