Vertex® Sales Tax Training - Q Series® for Tax
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 Tax Professionals. Technology personnel responsible for supporting Vertex products can register for the course designed for System Implementers.
Want to eliminate travel costs?
We recommend that you consider the Vertex Certified Professional and Web Classroom Series training options.
Schedule 2010
| Date | Location | Status |
|---|---|---|
| September 20-21 | King of Prussia, PA | Open |
| November 8-9 | San Diego, CA | Open |
| December 6-7 | 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
It is recommended that you have:
Learning Environment: The Vertex Sales Tax Training - Q Series for Tax 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 a comprehensive overview of basic system functionality Course Fee: On-site - Please call Training Registraiton at 1.877.455.2645. 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 Vertex Sales Tax Q Series system functionality and details of TDM capabilities
Program Content
- Product overview
- Understanding GeoCode location coding
- Use the Taxability Mapping Tool (TMT) to define and maintain your company's product taxability exceptions
- Using the TDM to customize the system
- Using the Lookup program
- Identifying information that should be passed through the Application Programmer Interface (API)
- Using the Register Databases utilities
- Updating the Rate and GeoCoder databases
- Producing audit and Register reports
Learning Objectives
Upon completion of this course, you will be able to:
- Explain the features and functions of Vertex Sales Tax Q Series
- Use the TDM to define taxability exceptions of your customers, products, and jurisdictions in which you are registered or not registered
- Explain the TDM hierarchy and dependencies
- Understand how to use the Lookup program
- Update, maintain and view information in the Rate and GeoCoder Databases
- Understand the purpose of the Register Database and the Register Utilities
- Produce and interpret system reports from the Reporter Utility
Contact Information
For questions regarding Transactional Tax Web Classes, please contact Training Registration at 1.877.455.2645.