Services

Vertex Training Solutions

From Calculation To Remittance: Maximizing the Effectiveness of Vertex Sales Tax Products

Program Content
This 90-minute web class will provide you with the information you need to ensure that your Vertex software solutions are configured for maximum effectiveness.

Topics discussed will include:

• Exempt and non-taxable reason codes
• Non-standard tax calculation and remittance
• Vertex Sales Tax Returns and calculation product configuration tips

Delivery Method
Instructor Led (Group Internet Based)

CPE Credit
1 credit

Course Level
Advanced: This course provides users a comprehensive look at Vertex software data and configuration best practices.

Learning Objectives
Upon completion of the course, attendees will be able to:

• Describe the communication link between the financial system, calculation engine and Vertex^® Sales Tax Returns
• Describe the impact of interface parameter values on outcomes in Vertex^® Sales Tax Returns
• Identify troubleshooting techniques for optimizing the information flow from the financial system through to return generation
• Discuss solutions to common issues

Prerequisites
Current subscriber of Vertex Sales Tax Returns and one of the following calculation products: Vertex Sales Tax L Series and Vertex Sales Tax Q Series.

It is recommended that you also 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

Advanced Preparation
There is no advanced preparation.

Learning Environment
The Vertex Web Classroom Series uses a combination of Internet and telecommunication technologies to simulate a traditional classroom environment. Attendees participate in the hands-on, interactive sessions from their desktops. Instructors deliver advanced product knowledge with visual displays, live application demonstrations, and interactive question-and-answer sessions.

Audience
The course is designed for users of both Vertex Sales Tax Returns and Vertex Sales Tax L or Vertex Sales Tax Q Series products who wish to maximize their system configuration and effectiveness.

Course Fee
The cost is $295.00 for each person in attendance.

To register as a group, please email: training.registration@vertexinc.com

Schedule 2008

Contact Information

• For questions regarding Transactional Tax Web Classes please contact Training Registration @ 1.800.281.1900

Register Now

Web Class By Request
Vertex will broadcast our standard Web Class course exclusively at your location on a date you choose, for an individual or an entire project team. Please complete the registration form below and a Vertex Training Coordinator will contact you to discuss dates and the course fee.

Web Class By Request Form

Learn about our Regional Training for Vertex Sales Tax Products.