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TABLE
 
OF
 
CONTENTS
EXACTOR SUITE –DESCRIPTION....................................................................................1
 
Features................................................................................................................1
 
Service Modules......................................................................................................2
 
ExactorCalc.........................................................................................................2
 
ExactorTrack.......................................................................................................2
 
ExactorExempt ....................................................................................................2
 
ExactorFile..........................................................................................................2
 
Product Advantages.................................................................................................2
 
EXACTOR SUITE – QUICK-START...................................................................................3
 
Three Easy Steps To Getting Started..........................................................................3
 
Setting Up Your Account .......................................................................................3
 
Mapping Your Products .........................................................................................3
 
Connecting Your System To Exactor........................................................................4
 
Launching The Service Into Production....................................................................4
 
Once Installed – No Maintenance Required ..............................................................4
 
Report & Control Page Features.................................................................................4
 
ACCOUNT MANAGEMENT...............................................................................................5
 
Description.............................................................................................................5
 
Merchant Administrator............................................................................................5
 
Login.....................................................................................................................5
 
Home Page............................................................................................................5
 
Account Management..............................................................................................6
 
Change Password.................................................................................................6
 
Edit User Profile...................................................................................................6
 
Account Information.............................................................................................7
 
Manage Users / Add New Users..............................................................................7
 
Nexus & Filing Information.......................................................................................8
 
Tax Calculator........................................................................................................8
 
PRODUCT MAPPING......................................................................................................9
 
Description.............................................................................................................9
 
The Exactor Hierarchical Approach..........................................................................9
 
Setting Up the Product Mapping .............................................................................9
 
Bulk Upload of Product Identifiers.........................................................................10
 
MANAGING PERSONAL EXEMPTIONS............................................................................11
 
Description...........................................................................................................11
 
Features..............................................................................................................11
 
Integration........................................................................................................11
 
Data Input........................................................................................................11
 
Exemption Certificate - Uploading.........................................................................11
 
Exemption Management.........................................................................................12
 
Exemption List...................................................................................................12
 
Creating New & Editing Existing Exemptions ..........................................................12
 
REPORTS..................................................................................................................14
 
Description...........................................................................................................14
 
Transaction Summary Reports (Aggregate & State Specific)........................................15
 
Report Data ......................................................................................................15
 
Report Customization .........................................................................................15
 
Tax Calculation Request.........................................................................................16
 
Tax Calculation Requests.....................................................................................16
 
Report Customization .........................................................................................16
 
Detailed Tax Calculation Transaction.....................................................................17
 
Committing Calculation Request...........................................................................17
 
January 2009 
EXACTOR CONFIDENTIAL Page i
 
 
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January 2009 
EXACTOR CONFIDENTIAL Page ii
 Committed Sales Transactions Report......................................................................18
 
Committed Transactions......................................................................................18
 
Report Customization .........................................................................................18
 
Detailed Committed Sales Transaction ..................................................................19
 
FILING YOUR TAX RETURN..........................................................................................20
 
Description...........................................................................................................20
 
Filing Process.......................................................................................................20
 
Automated Filing Method.....................................................................................20
 
Alternative Filing Methods ...................................................................................21
 
State Tax Return, Summary Report.........................................................................21
 
State Filing Summary Report..................................................................................22
 
TAX CALCULATOR......................................................................................................23
 
Description...........................................................................................................23
 
Using the Tax Calculator........................................................................................23
 
BULK TRANSACTION UPLOAD......................................................................................25
 
Description...........................................................................................................25
 
File Types............................................................................................................25
 
Process................................................................................................................25
 
Exactor CSV File Format.........................................................................................25
 
STREAMLINED SALES TAX (SST) REGISTRATION............................................................26
 
Description...........................................................................................................26
 
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