Vertex® Sales Tax Training - Q Series® for Systems

Vertex Sales Tax Q Series is Vertex's client/server tax compliance system. It works with your host financial application to determine the correct tax amount by searching its databases for exceptions, the appropriate taxing jurisdiction, and the correct tax rate. Vertex Sales Tax Q Series then calculates the tax amount and passes this information back to the host system for invoicing. The transaction data is stored in the Register Database and is used to create audit and management reports, and to prepare tax returns.

We offer two Vertex Sales Tax Q Series courses, the course described below is for Project Managers and System Implementers. Tax personnel using Vertex products can register for the course designed for Tax Professionals.  

And check our Web Classroom Series for additional training on Vertex Sales Tax Q Series.


Schedule 2010

Date Location Status
December 8-9 King of Prussia, PA Open

Click here to check out our Web Classroom Series for Vertex Sales Tax Q Series

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Regional Training ~ On-site Training



Requirements: You must be an employee of an active Vertex customer or Vertex partner company.

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 -Q Series for Systems course is presented in a participative live group environment with hands-on software demonstration.


Prerequisites:
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 basic system functionality.

Course Fee:
Regional -
$1,500 per person

On-site - Please call Training Registraiton at 1.877.455.2645.

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 the system functionality
  • An understanding of the concepts of the Application Programmer Interfaces (APIs)
  • Details on function calls, mapping requirements, and integration specifics
  • A high-level overview of TDM functionality
  • Troubleshooting integration components

Program Content

  • Product overview
  • Installing programs and using utilities
  • Revise data parameters and mapping
  • Understanding the functions of the TDM
  • Reviewing the Sales and Use Tax API functionality
  • Reviewing the GeoCoder API functionality
  • Understanding system processing
  • Using troubleshooting tools

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

  • Identify and explain the components of Vertex Sales Tax Q Series
  • Define GeoCodes and the methods available to use them
  • Access the TDM User Interface to maintain taxability
  • Explain the function of the Application Programmer™s Interfaces (APIs)
  • Explain the syntax and purpose of each function in the APIs
  • List and explain the Register Database utilities
  • Explain installation and testing procedures for Vertex Sales Tax Q Series
  • Produce and interpret system reports

Contact Information
For questions regarding Transactional Tax Web Classes, please contact Training Registration at 1.877.455.2645.