BUSINESS SOFTWARE, INC. (BSI) CONFIDENTIAL AND PROPRIETARY INFORMATION

Windows

The BSI TaxFactory server consists of one library made of several C programs based on the features you have purchased. To calculate taxes, you link this library to your payroll system and call the BSI TaxFactory API (Application Program Interface). The Windows version of BSI TaxFactory uses Open Database Connectivity (ODBC) to access your database. The Windows version is compatible for both Intel and AMD processors as follows:

Windows 32 bit operates on Intel 32, Intel 64, AMD 32, and AMD 64
Windows 64 bit operates on Intel 64 and AMD 64 bit

Warning: If you receive a .dll error while attempting to install BSI TaxFactory, you may be required to perform an update to Microsoft Visual Studio. This update is available for download on the Microsoft website.

Windows 32 - vcredist_x86.exe
Windows X64 - vcredist_x64.exe
Windows IA64 - vcredist_IA64.exe

To Create BSI TaxFactory Tables on the Database:

The Windows server comes with scripts to create database tables. To create tables, you run the appropriate script through your database’s online command entry facility as follows:

DB2

BSI provides an SQL script to create DB2 Tables: TF90DB2.SQL. This script is automatically copied to your file system when you install BSI TaxFactory.

Open an IBM DB2 Command Window.
Connect to a DB2 instance.

db2 "connect to TF90 user userID using Password"
where userID is your DB2 user ID and password is your DB2 password.
Change directories until your arrive at the directory where BSI TaxFactory (and tf90db2.sql) is installed.
Run the tf90db2.sql script

db2 -t -f tf90db2.sql

The script contains a series of DROP TABLE statements. If this is the first time you have created BSI tables, these statements will fail. This is normal and can be ignored.
Disconnect from the DB2 instance.

db2 "connect reset"

Note: Oracle permits overrides on the owner name for indexes & will create the index as who you are signed on as. If you wish to ensure that the indexes are created within the TF90 schema you must set the current schema to TF90 prior to executing the script or modify the sql script to qualify the index.

Example: alter session set current_schema=TF90;

SQL Server

BSI provides an SQL script to create SQL Server Tables: TF90SQV.SQL. This script is automatically copied to your file system when you install BSI TaxFactory.

To create database tables on SQL Server:

Start the query analyzer for SQL Server.
Choose the File menu.
Choose Open
Select TF90SQV.SQL
Click Open. You can now see the contents of the script.
Choose the Query menu.
Choose Execute.

Note: A Microsoft SQL database has to be set as case sensitive in order to allow for upper and lower case values. This will enable the entry of (“TF90”, “tf90” or Tf90”) userid's to the system. This can be accomplished through the use of an appropriate collation name value for your Microsoft SQL version.

The script contains a series of DROP TABLE statements. If this is the first time you have created BSI tables, these statements will fail. This is normal and can be ignored.

Oracle

BSI provides a script called TF90ORA.SQL to create Oracle tables. This script is automatically copied to your file system when you install BSI TaxFactory.

To create database tables on Oracle:

From the Windows Program Manager, choose the Accessories icon.
Choose the Notepad icon. Or, you may select your favorite text editor.
Choose the File menu.
Choose Open.
Change directories until you arrive at the directory where BSI TaxFactory (and tf90ora.sql) is installed.
Choose tf90ora.sql. You now see the contents of the Oracle script.
Change all TABLESPACE entries to match your target Oracle table space.
Choose the File menu.
Choose Save.
Exit Notepad.
From the Windows Program Manager, choose the Main icon.
Choose the Command Prompt icon. You now see a DOS command prompt window.
Change directories until you arrive at the directory where BSI TaxFactory (and tf90ora.sql) is installed.

Type the following:
SQLPLUS userid/password @TF90ORA.SQL

where userid is your Oracle user ID and password is your Oracle password.

The script contains a series of DROP TABLE statements. If this is the first time you have created BSI tables, these statements will fail. This is normal and can be ignored.

Example: alter session set current_schema=TF90;

Informix

BSI provides a script called TF90INF.SQL to create Informix tables. This script is automatically copied to your file system when you install BSI TaxFactory.

To create database tables on Informix:

FTP or copy tf90inf.sql from the Windows directory where the BSI TaxFactory Server software was downloaded to your Informix server directory.
Start your Informix environment.
Start dbaccess.
From the dbaccess menu choose Database.
Select your desired database from the list.
From the dbaccess menu choose Query-Language.
Select Choose from the SQL menu.
Select tf90inf in your server directory.
Select Run from the SQL menu.

The script contains a series of DROP TABLE statements. If this is the first time you have created BSI tables, these statements will fail. This is normal and can be ignored.

Note: Due to an earlier limitation in Informix version 7 that allowed no more than eight columns in a Primary Key, some users of Informix version 7 must use the SQL script tf90inf.9column.sql instead of the tf90inf.sql script.

MySQL

BSI provides a script called TF90MYS.SQL to create MySQL tables. This script is automatically copied to your file system when you install BSI TaxFactory.

To create database tables on MySQL:

FTP or copy tf90mys.sql from the Windows directory where the BSI TaxFactory server software was downloaded to your MySQL server directory.
Start your MySQL environment.
Change directories until you arrive at the directory where BSI TaxFactory (and tf90mys.sql) is installed.

Type the following:
mysql -u TF90 < tf90mys.sql

When you have finished creating the database tables, configure your ODBC data source.

** IMPORTANT **

You MUST configure an ODBC data source before you can run BSI TaxFactory.

To Configure BSI TaxFactory for ODBC, perform the following steps:

Open the Windows Control Panel.
Select ODBC Setup.
Click Add button.

Note: BSI recommends using the ODBC driver supplied with the Database Client Software. BSI relies solely on the ODBC drivers mentioned and has not used any other ODBC drivers. We therefore cannot provide any configuration assistance if alternate ODBC drivers are used.

Select the proper ODBC driver for your database in the Add Data Source dialog box.
Click Ok.
Fill in your connection information.
Click Ok.
Press Close in the Data Source Dialog Box.

Note:These steps are common to many ODBC driver setups. The setup for your ODBC driver may not contain exactly the same steps as mentioned here. Please refer to the document that came with the ODBC driver you have obtained for the correct setup procedures.

To Populate the BSI TaxFactory Tables on the Database:

There are two methods available to load data into the BSI TaxFactory tables:

Using ODBC from the PC
Using a Windows load program

All sequential files and download instructions are located on the BSI web site.

Method A: ODBC Load

Population of the BSI TaxFactory database via an ODBC connection from the Windows client is documented in the user documentation under the Tech Tools, Database Load section.

Method B: Windows Load

Download the TFU09xxx.PKG and/or the optional TFL09xxx.PKG TaxLocator Version 2 data to the Windows directory where the tfloader executable was installed. Connect your system to the desired database and dataset and then use the DOS TFloader command line executable from the directory where the BSI TaxFactory 9.0 client application was installed:

To load BASE formula data:
tfloader -l -v -v TFU09xxx.PKG

Note: For MySQL databases, use tfldrm.exe for optimum performance.

To load optional TaxLocator Version 2 data:
tfloader -l -v -v TFL09xxx.PKG

Note: If you wish to load a single state's V2 data component:
tfloader -l -v -v TFL09xxx.PKG(XXnnn.DTA)

Where XX is the state's 2 character abbreviation and nnn is the V2 state bulletin level, you can find this information by opening the TFL09xxx.PKG file using the BSI Database Load menu option.

To Execute the BSI TaxFactory Server, perform the following steps:

Note: BSI provides instructions for Windows implementations in both C and COBOL.

Step 1. -- Include BSI Header Files or copybooks

Step 2. – Load the BSI TaxFactory Server

Step 3. -- Connect to the Database

Step 4a. -- Call the Calculation Function

Step 4b. -- Call the Import Function

Step 4c. - Call the Pension Calculation Function

Step 4d. -- Call the Pension Import Function

Step 4e. - Call the Locator Function

Step 5. -- Disconnect from the Database