Vertex® Sales Tax Training - L Series for Systems
Vertex Sales Tax L Series is Vertex's legacy tax compliance system.
Vertes Sales Tax 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 Sales Tax 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.
We offer two Vertex Sales Tax L Series courses, the course described below is for System Implementers. Tax personnel using Vertex products can register for the course designed for Tax Professionals.
Please Note: This course is taught using the Cobol version of the Vertex Sales Tax L Series product. If you have the RPG version, the functionality that is discussed is the same but will be displayed differently.
Schedule 2010
| Date | Location | Status |
|---|---|---|
| May 26-27 | King of Prussia, PA | Open |
| December 8-9 | 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 Training - L Series for Systems 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: 12 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: Two days |
Audience
This course is designed for 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
Program Content
- 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
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 the Tax Decision Maker
Contact Information
For questions regarding Transactional Tax Web Classes, please contact Training Registration at 1.800.281.1900