Session ID:

Prepared by:

Tax Automation for Oracle ApplicationsBy

AvalaraSmartERP

109350

Raghu Yelluru

Tax Automation for Oracle Applications

By

Avalara

Oracle ERPs

Overwhelmingly complex, ever-changing

152M Mailing Addresses

15,000 Jurisdictional Rules

10s of 1,000s Sales/Use/Rental Tax Rates

Millions Product/Service Exemptions

100s of 1,000s Buyer/Seller Exemptions

1,000s Changes Annually

= Millions of Boundaries, Exemptions, Rules, Etc.

131,000 Fuel Tax Scenarios

The more successful you are, the bigger your sales tax burdens . . .

Managing exemption certificates

Researching nexus rules in each state

Responding to auditors / audit processes

Changing billing, eCommerce & POS systems

• $63K in manual

processes

• $114K audit costs**

• More nexus

• More rates/rules

• More changes

Tax return prep and filing

Complexity Time & Costs

*Source: Aberdeen Group; Wakefield Research 2014; **Typical SMB audit in a jurisdiction

How to Add Value to Your On-Premises ERP

• Thousands of enterprises worldwide run

on-premises ERP systems from SAP,

Oracle and other established vendors.

Over the years, they’ve made a large

investment in these systems, which still

work; their existing ERP keeps the lights

on and runs just fine for transaction

processing.

• Moving your entire on-premises ERP

system to the cloud might still be a few

years down the road, you have options

today to add value to your existing

implementation.

• Getting cloud applications up and running

typically only takes weeks to months, as

opposed to a year-long process.

• Avalara Cloud is an “Edge” application

that can provide a cloud foothold and

provides Tax Automation Functionality.

Avalara vs. Other Tax Systems Vendors

Other Tax Systems Vendors– Slow to Cloud Adoption

– Old Technology

– Lack of standard connectors

– Expensive & Time consuming to maintain

– Poor User Experience

– No/Minimal Address Validation functionality

– Rate assignment is based on older Geocode technology which is not accurate

– Longer and more costly implementation timeline

– Some of the vendors are not certified service providers of the Streamlined Sales Tax Project

– Tax Calculation and Tax Returns are different systems

Why customers choose Avalara

The 5 Tenants of a Solution Purchase

Avalara Advantages

Price • Consumption based pricing delivers an average 5 month payback period with no hidden or forgotten cost for hardware or on site development and maintenance.

• Our pricing includes a unique accuracy guarantee on the back of our rooftop accurate calculations.

Company • #1 in sales tax compliance• 97% customer retention rate• 20k customers; 500+ of which go-live every month; (if you outsource to us, we don’t subcontract. One hand to

shake; one throat to choke)• Cloud based since day 1; over a decade

Functionality • 500+ pre-built integrations (ex: NAV, SAP, Oracle, Salesforce, 200+ shopping carts, etc.) along with our simple API software kit allows our customers to easily implement Avalara across existing and future applications

• All systems work in unison as a fully automated solution with no need to run reports or consolidate data manually. Our returns process is fully automated to guarantee filing and remittance is on time, every time

• Avalara owns and maintains all our own tax content to cover varying product taxability with 50 state research

Implementation • 60 day average implementation period. Cloud based so no on site maintenance or hardware needed• May live date is within reach• Your team will work directly with Avalara Professional Services (not 3rd party VAR)

Technology • We are a technology company that specializes in sales tax• We are not new to the cloud. There are no bugs to sort out, our technology just works• Multi-Tenant Cloud with open prebuilt integrations allows you to complete implementation in a matter of

days/weeks, we are an industry best• With an average response time of below 0.01 seconds, Avalara is engineering to be fast and scalable

Oracle EBS R12,

JD Edwards

PeopleSoft

Oracle ERP Cloud

(aka Fusion)

Government

$ RemittancesTax rates

Oracle ERP Systems

Tax Rates

Tax Boundaries

Taxability Rules

Avalara continually

updates tax content &

jurisdictions from the

states

AVALARA – ORACLE ERPS INTEGRATION

• Pre-built integration to Oracle EBS / PeopleSoft / JDE / ERP Cloud (a.k.a Fusion)

• Complete Real-time and batch integration with O2C & P2P for US, Canada & International countries

o Document Level Tax Calculation

o Address Validation

o Avalara AvaTax Tax Codes mapping in ERP or AvaTax

o Many configuration options

o Minimal/No modifications to standard ERP objects

• Oracle Validated Integration

• Real-time rates and rules calculated instantly.

• The right rate applied to every transaction every time.

• Transactional data is complete, visible and accessible.

• Guaranteed protection against audit, obsolete data, or outdated tax laws

• Automated solutions for all your tax compliance needs.

Standard Features of the Avatax Connectors

Tax

Cal

cula

tor

(X00

TA

X)

Address

Validation

Enterprise One

AvaTax

SystemWeb Services Call

AvaTax

Configuration

Component

Transactional

Data

The EnterpriseOne Tax Calculator business function (X00TAX) serves as the central integration hook for Tax calculations across multiple modules (such as Accounts Payable, Accounts Receivable, Sales and Procurement). The EnterpriseOne-AvaTax connector for US and Canada uses this business function as the integration point for the Sales and Use tax calculation.

The integration between JD Edwards EnterpriseOne and AvaTax system is used to transfer selected JD Edwards EnterpriseOne components to AvaTax system and then return tax information to the JD Edwards EnterpriseOne systems.

Avalara – Oracle ERPs Integration Details

Avalara – Oracle ERPs Integration Details

Tax

Cal

cula

tor

(X00

TA

X)

Address

Validation

Enterprise One

AvaTax

SystemWeb Services Call

AvaTax

Configuration

Component

Transactional

Data

The EnterpriseOne Tax Calculator business function (X00TAX) serves as the central integration hook for Tax calculations across multiple modules (such as Accounts Payable, Accounts Receivable, Sales and Procurement). The EnterpriseOne-AvaTax connector for US and Canada uses this business function as the integration point for the Sales and Use tax calculation.

The integration between JD Edwards EnterpriseOne and AvaTax system is used to transfer selected JD Edwards EnterpriseOne components to AvaTax system and then return tax information to the JD Edwards EnterpriseOne systems.

AvaTax

EBusinessTax

Avalara Standard R12 Interface

Parties

Places

Products

Processes

Payables

Receivables

Purchasing

Transactions

Sales Orders

…

Service Oriented Architecture

Avalara Integration Demo

SMARTERP AVALARA SERVICES

Service Offerings

Implementation Services Complete life cycle engagement From Setup, integration, customization and Project management

Integration Services Services involve integrating Avalara solutions with a client’s ERP or

financial system using off-the-shelf adaptors

Custom Adaptor development Ensures seamless connectivity and data exchange between AvaTax and

the client’s ERP or financial system

Avalara and integration projects

PeopleSoft integration services

JD Edwards integration services

ERP Cloud integration services

Oracle integration services

Other salestax/ERP integration services

Other financial accounting systems integration services

Extensive knowledge of AvaTax

Deep understanding of ERP, eCommerce, and financial accounting systems

Best practice tax integration services

Configurable standard interfaces to AvaTax

Solutions, tools and utilities to streamline AvaTax implementations

Deep ERP and integration technology expertise

F

E

A

T

U

R

E

S

Configuring the ERP system to automatically provide the majority of the required tax

Automated data flow between the ERP system and tax preparation software

Increased data quality

Real-time access to tax data

Maintain global tax research

Creates an effective in-house capability

B

E

N

E

F

I

T

S

Questions ?