Eliminate Sales Tax Risk

Our solution integrates directly with DBS/DBSi and other third-party applications, transforming the tedious, error-prone process into a simple, automated step that is accurate down to the county and zip code.

Key Features That Ensure Accuracy and Compliance

The Sales Tax application from FDC Solutions provides the foundational controls and data integrity features you need to manage sales tax confidently.

• Address Validation & Cleansing. Standardizes address formatting across DBS/DBSi, validates addresses with ZIP and County information, and utilizes an updated database to ensure tax decisions are based on the correct location.
• Tax Code/Address Matrix. Uses a configurable matrix, including wildcard functionality, to accurately determine the specific tax codes required for any delivery address.
• Comprehensive Document Support. Integrates with DBS/DBSi and provides APIs for machine, rental, parts, and service documents, ensuring consistent tax application across all revenue streams.
• Tax Code Verification Screen. A dedicated screen accessed from DBS/DBSi provides a clear view of the tax determination process, giving users confidence in the system-generated tax codes.
• API Integration. Built with robust APIs to communicate seamlessly with other applications from FDC Solutions and any existing third-party applications, future-proofing your investment.

How We Guarantee Control and Flexibility

Our principal design requirements were centered on providing both highly reliable automation and necessary human oversight.

• Location-Based Tax Determination: We create a single, centralized table housing the store number, ship-to state, city, zip code, county, and tax codes. This data drives an Address/Tax Code Determination Selection Screen accessed directly from DBS/DBSi.
• Built-in Override Control: We understand that exceptions occur. The module provides the flexibility to Override Tax Codes when necessary. Any user change after the system has determined taxation will trigger an appropriate message and require a reason to be recorded, providing a vital audit trail for compliance.
• Eliminate Guesswork: The DBS/DBSi Tax Screen is designed to appear any time the ship-to address changes or the ship via information changes, preventing transactions from advancing until the proper tax codes are selected or validated.
• Intelligent Defaults: If a customer has a default tax code on file, it will be automatically applied. Users can also press a key to retrieve location-based tax codes instantly, or manually type in an address to override the default ship-to address.