Step 1: Creating and configuring your account

Professional Services will create an account for you with your company data, tax preferences, and the information of the team members who will be using Global Tax Determination. Get in touch with your account manager if this hasn’t happened yet.

Step 2: Installing the adapter

Once your account has been created, your organization’s IT professional will need to install the adapter that connects your ERP to Global Tax Determination.

You can find information about the most common integrations here.

Step 3. Mapping product codes and creating customers and vendors

Check with Professional Services to determine what kind of information your organization needs to share to calculate accurate tax rates. Some or all of these steps might be necessary before you can start using GTD with accurate results:

1. Map all your products and services and to the appropriate Global Tax Determination Good/Service codes. Alternatively, you can map your products to Good/Service codes in your ERP. If you have a large number of product codes, Professional Services can upload the mappings in bulk so that you don’t have to do them one by one.
2. If you have customers with exemptions, create your customers in Global Tax Determination.
3. If you're using Global Tax Determination for purchases, add your vendors.