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(USOPTE) rollout: Guidance on Best Practices for Implementing New Tax Engine in Q2(2026)

We are planning to transition from Vertex to Oracle’s new tax engine and would like Oracle’s recommendations on the following points:

  1. Is it practical to implement the new tax engine in the middle of a quarter?
  2. Would it be more advisable to implement at the beginning of a new quarter (e.g., Q2)?
  3. If we continue using Vertex for part of the year before switching, what potential issues should we anticipate?
  4. How will reporting, year-to-date (YTD) values, quarterly tax filings, and W-2 calculations be managed if the transition occurs mid-year?

We are seeking Oracle’s guidance on the best implementation approach to minimize risk.

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