Emerald Isle Technology (EIT) specializes in the integration and implementation of Vertex Tax software solutions modified to meet the unique needs of each individual client's industry. Our professionals have extensive experience integrating ERP systems (SAP, Rental Results, Oracle, PeopleSoft, JD Edwards, Microsoft Dynamics) with a multitude of innovative software solutions in Vertex sales and use tax, Vertex lease tax and VAT.

EIT is one of the few companies capable of supplying consultants with direct experience working with Vertex Software Programs including; (Sales Tax O Series, Sales Tax Q Series, Sales Tax L Series, Sales Tax Returns Q Series and Vertex Exemption Certificate Manager).

The following are a list of some of the most common services requested:

• Vertex Tax System Implementation Consulting Services
• Vertex Tax Functional Consulting
• Vertex Tax Process Optimization Consulting Services
• Vertex Tax Data Management Analysis Consulting Services
• Vertex Tax Compliance Consulting Services
• Independent Vertex Quality Assurance Assessment Consulting Services
• Reconciliation of ERP and Vertex Systems
• Staff Augmentation for Vertex Projects 
• Vertex Project Management

Further details on services offered are as follows:

Business Analysis / Requirements Analysis

To insure a high level of client satisfaction EIT Consultants are trained to adapt software solutions to fit the specific needs of each individual client. Depending on industry, business model and resource management, the EIT Consultant will perform a customized analysis. Requirements are identified, prioritized and incorporated into a manageable project plan. Project Plans are divided into six measurable phases to aid in resource management, phase specific issue resolution and documentation of task completion and management.

Function Design Documentation

Functional Design Specification (FDS) documents are used to integrate business needs, concept management and project scope into a quantifiable requirements document. A company's FDS document will vary in specification and detail as dictated by client preference. The document can include flowcharts, screenshots, and wire frames to illustrate phase management and planning. A FDS document contains an organized list of requirements necessary for design, development, testing and application acceptance that is to be reviewed and signed-off on by all project sponsors. A pre-development FDS document saves both time and resources caused by miscommunication, thus resulting in a significant cost savings to the client.

ERP Systems Integration

EIT Consultants will work to integrate your chosen tax software with your ERP and accounting systems. By seamlessly integrating new software into your system EIT guarantees resolution of the technological issues facing your company. EIT has a large network of consultants with experience implementing a multitude of different software solutions.

Currently most companies ERP systems are incapable of managing the complicated area of sales and use tax calculation. Innovative software solutions, like the Vertex Tax Series, ensure that all sales and use taxes are calculated correctly. As a result organizations can avoid costly penalties by maintaining compliance with federal, state, and local municipal tax laws. EIT can implement a new Vertex solution, audit existing systems and implement tax solutions specific for ecommerce business models. In addition EIT will also assist with Tax/legacy data conversion and/or archrival of systems based on the business need.

EIT is also capable of ERP systems integration with the latest payroll management software.

Reporting

EIT Consultants customize system reports to meet individual business needs. The reporting process is streamlined to give concise, up-to-date project assessments and compliance information. Clients will regularly receive automated reports generated by their newly integrated system to ensure compliance and alert on potential problems. These automated reports will support your Tax department's reporting and compliance needs. EIT also provides presentations and reports throughout implementation projects for executives personnel as deemed necessary.

• Project Plan Updates
• Risk and Compliance Reporting
• Automated Status Reporting
• Executive Reports: Status Updates, Automated Reporting, Live or Webex Presentations

Reconciliation of ERP and Vertex Systems
Tax Software Journal with ERP GL

EIT consultants have extensive experience reconciling data from existing ERP systems with new Tax systems. To ensure effective implementation and accurate results, the Tax system and the GL system must be in-sync. Once a systems analysis is complete the EIT consultants will take an appropriate sized sample and reconcile the Tax Journal to the ERP GL accounts. Discrepancies are common and must be reconciled to avoid overpayment of taxes as well as incorrect reporting of financial data.

Optimization & Upgrading Software

EIT consultants are experts in software selection, upgrades and implementing software patches. An on-site tax system assessment and business readiness review ensure updates are applied in a timely and accurate manner so financial penalties are avoided. Client specific processes can be integrated with software to seamlessly apply tax updates. Automated systems reduce the compliance burdened on tax department personnel.

Audit / Compliance process

EIT is experience at working with tax reporting software. Our consultants will customize your tax software system to create automated reports that satisfy your audit and compliance needs. EIT professionals will make sure that your systems are secure. EIT will review procedures regarding your security access and authorization process to ensure proper security compliance. EIT will audit your tax software system and ERP systems to identify potential risks and necessary remediation.

Information Security Governance

EIT consultants will help companies assess their current security management practice/ policies and procedures. Consultants will direct the re-defining of security objectives and then work to find the most up-to-date solutions.

System Administration

System administration can include setup of system parameters, management of systems security, system backups, ensure correct SIC configuration and management of the interface with client's ERP system.

Value Added Taxes (VAT)

EIT consultants are experienced managers of VAT related issues. Consultants are experienced advisors in initial expansion planning, identification of VAT opportunities and risks and VAT compliance requirements. Implementation of a VAT software solution includes assistance in VAT recovery through identification of potential tax refunds. EIT will assist in all aspects of the compliance and recovery processes.

Vertex Project Planning phases

Phase 1: Project Planning & Design

An initial analysis of business needs and systems enables EIT Consultants to fulfill a client's SDLC requirements. The Consultants will collaborate with key staff to design an implementation plan that aligns with each organization's functional requirements and goals by identifying software needs and appropriate resource allocation.

• Project Planning & Design
• Project Staffing & Augmentation
• Budget & Vendor Management
• Resource Allocation & Management (on shore & off shore models)

Phase 2: Requirements Definition

EIT consultants will create a Functional Design Specification (FDS) document. The FDS is a source document that provides a consistent and organized reference point for the entire project team. A comprehensive FDS will list project requirements, key definitions and business processes to clarify development, testing, and client sign-off procedures.

Phase 3: Design

To insulate our clients from risk created by system failures, EIT will identify and prioritize actions necessary to maintain operational systems. Collaboration and open communication with executive management ensures timely results and efficient resource allocation. EIT Consultants will provide documentation identifying issues and potential risks, as well as suggestions for policies and procedure to facilitate an effective change management process.

• Risk Management/ Change Management
• Customize ERP/ Vertex software configuration

Phase 4: Development

• Status Reporting and Presentations
• Issue Management
• Software Implementation

Phase 5: Integration & Testing

• Data Extraction from ERP System
• Software and ERP Integration
• Automation Processing
• Software Testing

Phase 6: Installation & Acceptance

• Installation and User Acceptance Testing
• Tax and Audit Process/ Procedures
• End to End Tax Compliance