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6

Steps to Implementing CereTax

Onboarding Process

The CereTax onboarding process is a Guided Implementation - meaning we will work with you to implement the solution by guiding you through how to use the platform.

1

Kick-Off Call

Introductory call for all parties involved in the implementation, i.e. compliance firms, billing providers, etc.

2

Review the CereTax API

This guide and API doc itself are available
at the bottom of this page.

3

Configure CereTax

Provide configuration elements such as Nexus, Product/Service/Bundle Mappings and Customer Exemptions.

4

Testing

Confirm successful API connectivity and all configuration components are returning the desired tax results.

5

Training

Platform review (including reporting) to ensure your team is set up for success prior to Go Live.

6

Go Live

Copy the CERT configurations to the Production Environment to enable the processing of real-time transactions.

Download the implementation guide
& the API documentation

You can download the implementation guide as a PDF by clicking the button below. If you wish to see the API docs yourself please fill out the form  on the right and we will send it to you.

Download PDF

CereTax API

 

Got questions? Contact Us

Email: [email protected]
Support Line: (888) 808-3641