Schedule 2012

Date	Location	Status
June 4	10:00 am EST	Open
August 8	10:00 am EST	Open
October 2	10:00 am EST	Open
December 7	10:00 am EST	Open

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Audience

Beginner users of Vertex Sales Tax L Series

Description

This web based presentation focuses on the basics of Vertex L Series.

Agenda includes:

• Overview of Vertex L Series components
• Explanation of GeoCodes and GeoCode assignment
• Discussion on the purpose of Tax Decision Maker tables (TDM)
• List and discuss programs of the calculation module
• List and discuss Vertex L Series resources and reports
• Interactive question and answer session

Learning Objectives

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

• List the components of Vertex L Series
• Describe the importance of GeoCodes
• Explain the standard rates and rules in the system
• List Tax Decision Maker tables and their purpose
• Discuss how components work together to calculate tax
• List Vertex L Series available resources and reports

Requirements

You must be an employee of an active Vertex customer or Vertex partner company and have:

• PC experience
• Working knowledge of Windows-based products
• Basic understanding of sales and use tax concepts
• You must test your system compatibility prior to class