Vertex® Sales Tax Training - L Series® for Tax
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 Tax Professionals. Technology personnel responsible for supporting Vertex products can register for the course designed for System Implementers.
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 24-25 | King of Prussia, PA | Open |
| September 20-21 | King of Prussia, PA | Open |
| December 6-7 | 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 Tax 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:
- Tax professionals and project managers responsible for setting up and maintaining the Tax Decision Maker (TDM)
- IT personnel who want a high-level overview of system functionality and details of TDM capabilities
Program Content
- Product overview
- Understanding GeoCodes
- Using the TDM to customize the system with exceptions to meet your tax compliance needs
- Using the Taxability Guide
- Understanding the Link/Parm area
- Implementing the system
- Performing regular operations
- Interpreting system reports
Learning Objectives
Upon completion of this course, you will be able to:
- Understand the purpose of the Data and Calculation Modules
- Complete the installation planning work necessary to speed your operation's implementation of the Calculation Module
- Produce information to prepare accurate and timely tax returns
- Produce reports to satisfy the needs of tax auditors
- Update and maintain the Data Module
Contact Information
For questions regarding Transactional Tax Web Classes, please contact Training Registration at 1.800.281.1900