Schedule 2012

Date	Location	Status
June 27	1:00 pm EST	Open
July 30	1:00 pm EST	Open
August 12	1:00 pm EST	Open
September 21	1:00 pm EST	Open
October 8	1:00 pm EST	Open
December 3	1:00 pm EST	Open

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Audience

Beginner Vertex Sales & Use Tax Returns users

Description

This beginner, virtual hands-on course offers new users a first look at Vertex Sales & Use Tax Returns. Through hands-on experience, users learn how to get started with Vertex Returns. The course focuses on what's needed to configure Vertex Returns so processing sales and use tax returns on a monthly, quarterly, or annual basis can begin.

Agenda includes:

• Organizational setup
• Tax data settings
• Getting tax data into Vertex Returns
• Previewing and printing sales and use tax returns
• Creating and viewing reconciliation reports
• Product concepts with visual displays
• Live application demonstrations
• Interactive question and answer session
• Hands-on exercises in a live software environment

Learning Objectives

Upon completion of the course, you will be able to:

• Set up your organizational structure and tax data settings
• Set up, preview, and print tax returns for processing
• Import tax data from a Vertex front-end product
• Enter tax data manually
• Run and review reconciliation reports

Requirements

You must be an employee of an active Vertex customer or Vertex partner company and have:

• PC experience

• Working knowledge of Windows-based products
• Basic understanding of sales and use tax concepts
• Basic knowledge of your company's filing requirements for returns processing
• You must test your system compatibility prior to class