Vertex^® Indirect Tax O Series^® North America - Sales Tax Version 6.x Tracks

• Explain Vertex Certified Professional program
• Identify the Vertex O Series for Tax Professionals v6.x certification requirements
• Identify prerequisite knowledge and skills
• Identify the benefits of certification
• Identify Vertex resources available for assistance

Describe the Vertex O Series solution and identify key features

• Describe the product solutions available for Vertex O Series
• Identify how Vertex O Series allows you to increase efficiencies and decrease audit exposure
• Explain how the features and functionality work together to provide a tax solution
• Identify, at a high level, the flow of data between the financial application and Vertex O Series

• Recognize the critical role that planning plays in leveraging the full power of Vertex O Series
• Describe best practices for developing a robust taxability strategy
• Identify and utilize resources to develop and execute the strategy
• Determine criteria for defining Business Event and As Of Date
• Determine when to create taxpayers, customers, certificates, taxability drivers and taxability mappings
• Determine when to create taxability categories, flexible fields, tax rules, and tax assist rules
• Explain the importance of Tax Area IDs
• Use the Vertex O Series tools: Rate Lookup, Tax Area Lookup, and Taxability Analysis

• Apply a robust taxability strategy to leverage Vertex O Series
• Define Business Event and As Of Date
• Create taxpayers, customers, certificates, taxability drivers and taxability mappings
• Use Vertex O Series tools to ensure correct data setup for accurate tax calculations

• Apply a robust taxability strategy to leverage Vertex O Series
• Create taxability categories, flexible fields, tax rules, basis rules, impositions and change situs rules
• Use Vertex O Series Tools to ensure correct data setup for accurate tax calculations

• Determine when and how to create Tax Assist Pre- and Post- Calculation Rules, Lookup Tables and Allocation Tables
• Use Vertex O Series Tools to ensure correct data setup for accurate tax calculations

• Compare, contrast and perform Tax Journal Export, Tax Journal Purge, and Reporting Purge processes; troubleshoot errors and describe best practices
• Determine criteria and generate a Returns Export file; troubleshoot messages and errors
• Interpret Task Log information
• Describe Filter List information
• Schedule filters to automate Data Management tasks

• Perform a monthly update and describe resolution steps for messages and errors
• Access and interpret monthly update reports
• Describe the Data Update History utility

• Identify the available reporting options
• Generate Standard Vertex O Series reports
• Create and run Data Extracts in Vertex O Series
• Identify the purpose of Vertex® Indirect Tax Reporting & Analysis

Your program fee includes this virtual class. When registering, please answer 'Yes' to the following question on the registration page: Are you taking this class as part of Vertex Certified Indirect Tax O Series? *

Click on the following link to register for this live web class:
http://www.vertexinc.com/Support/Training/courses/o-series-reporting-options93.asp

• Describe the purpose and premise of Exemption Certificate Manager (ECM)
• Explain configuration file and preference settings which support ECM
• Setup ECM data
• Perform certificate validation
• Create reminder letters
• Attach certificate images

Your program fee includes this virtual class. When registering, please answer 'Yes' to the following question on the registration page: Are you taking this class as part of Vertex Certified Indirect Tax O Series? *

Click on the following link to register for this live web class:
http://www.vertexinc.com/Support/Training/courses/sales-ecm-6.asp

Completion of a project-based assignment to apply Vertex O Series concepts to a provided case study company. The project will consist of design, implementation and maintenance activities.

A knowledge-based exam to test concepts you have learned.

A practical exam, in which you must perform a series of steps in the application in order to answer the questions or complete a scenario.

• State environment prerequisites
• Perform a basic Vertex O Series installation
• Perform essential Vertex O Series configuration

• Determine criteria for and create security users, roles, and partitions
• Filter Activity Log data and generate reports
• Access and email log files; interpret basic log file data
• Describe and apply all types of preferences settings
• Create and interpret the License Report
• Access and email the About file; relate key elements to troubleshooting techniques
• Explain the impact of key configuration file parameter settings

• Describe general steps to interface with Vertex O Series using web services, Batch Client Configurator and Java
• Use system documentation to determine relevant input and output elements for each transaction type
• Explain integration best practices

• Perform tax data export and import; troubleshoot errors and describe best practices.
• Use system documentation to create a tax data import file

Describe processes and perform tasks and that deal with data management, validation and automation

• Perform VIES Validation and resolve messages or errors
• Describe the Certificate Validation and TDM Certificate Export utilities
• Describe the Remote Site Update utility and error resolution
• Compare, contrast and perform Tax Journal Export, Tax Journal Purge, and Reporting Purge processes; troubleshoot errors and describe best practices
• Determine criteria and generate a Returns Export file; troubleshoot messages and errors
• Interpret Task Log information
• Describe Filter List information
• Schedule filters to automate Data Management tasks

A knowledge-based exam to test concepts you have learned.