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Audience

IT personnel, project managers, and tax professionals who want:

• An in-depth overview of system functionality
• An understanding of the fields in the Link/Parm area
• A high-level overview of TDM functionality
• An exploration of installation and implementation issues

Note: Vertex also offers a Vertex L Series course, designed for tax personnel who use Vertex products.

Description

This course focuses on Vertex L Series, Vertex's legacy tax compliance system. Vertes L Series receives transaction data from your host financial system and determines the correct tax amount by searching its data files for exceptions, the appropriate taxing jurisdiction, and the appropriate tax rate. Vertex L Series then calculates the tax amount and passes this information back to your host system for invoicing. The transaction data is stored in the Register file and is used to create audit and management reports, and to prepare tax returns.

Note: This course is taught using the Cobol version of Vertex L Series. If you have the RPG version, the functionality discussed is the same but will be displayed differently.

• Product overview
• Working with GeoCodes
• Installing and testing the Data and Calculation modules
• Working with the Tax Register File
• Producing reports
• Understanding the TDM table structure Implementation planning
• Using the Link/Parm area
• Using the program support features
• Hands on software demonstration

Learning Objectives

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

• Understand the purpose of the Data and Calculation Modules
• Understand how to use the Lin/Parm Area fields
• Understand the logic that drives the GeoCoder System
• Define the Tax Register File and understand how it works within the workflow of the Data and Calculation Modules
• Generate and identify the reporting programs available and the information included in each report
• Understand the steps necessary to install and test the Data and Calculation Modules
• Understand the table structure within TDM

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 tax reporting requirements