Vertex ® Sales Tax Returns Training
Vertex Sales Tax Returns Training receives summarized sales and use transaction data from your financial application, the Vertex Sales Tax O Series, the Vertex Sales Tax Q Series register, or the Vertex Sales Tax L Series register. It then processes the correct tax amounts, and enters those tax amounts directly onto exact replicas of tax return forms for both state and local taxing jurisdictions.
Vertex Sales Tax Returns Training course prepares you to set up the system and perform the routine tasks that enable you to produce signature-ready tax returns and payment requests.
For additional classes please visit our Web Classroom Series.
Schedule 2010
| Date | Location | Status |
|---|---|---|
| February 24-25-26 | King of Prussia, PA | Open |
| March 24-25-26 | San Diego, CA | Open |
| April 28-29-30 | Orlando, FL | Open |
| May 26-27-28 | King of Prussia, PA | Open |
| June 23-24-25 | Seattle, WA | Open |
| July 28-29-30 | King of Prussia, PA | Open |
| August 11-12-13 | Washington, DC | Open |
| August 25-26-27 | San Diego, CA | Open |
| September 22-23-24 | King of Prussia, PA | Open |
| October 6-7-8 | Denver, CO | Open |
| November 10-11-12 | San Diego, CA | Open |
| December 8-9-10 | King of Prussia, PA | Open |
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Regional Training ~ On-site Training
Pre-requisites: It is recommended that you have: PC experience Working knowledge of Windows-based products Basic understanding of sales and use tax concepts Basic knowledge of your company's tax reporting requirements Learning Environment: The Vertex Sales Tax Returns Training course is presented in a participative live group environment with hands on software demonstration. |
Advanced Preparation: No advanced preparation is required. Delivery Method: Instructor Led (Group Live) CPE Credit: 18 Course Level: This course provides users with a comprehensive overview of system functionality. Course Fee: Onsite - Please call Training Registraiton at 800.281.1900, extension 4705 Duration of Course: Three days |
Audience
This course is designed for tax professionals who prepare and file state and local sales and use tax returns.
Program Content
- Product overview
- Setting up your system
- Viewing and overriding tax rates
- Entering tax data manually
- Importing data
- Printing returns, payment requests, and reports
- Export payment request data
- Updating and maintaining Vertex Sales Tax Returns
Learning Objectives
Upon completion of this course, you will be able to:
- Set up Vertex Sales Tax Returns
- View and override tax rates
- Import data
- Enter tax data manually
- Manage credit balances
- Preview and print returns individually or in batches
- Export payment request data
- Implement electronic filing functionality
- Maintain Vertex Sales Tax Returns Q Series with data management tools
Contact Information
For questions regarding Transactional Tax Web Classes, please contact Training Registration at 1.800.281.1900