Schedule 2012

Date	Location	Status
July 20	10:00 am EST	Open
November 1	10:00 am EST	Open

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Audience

Beginner to intermediate Vertex Sales Tax Q Series users

Description

This hands-on course focuses on utilizing the Tax Decision Maker (TDM) and the Vertex Q Series transaction tester to discuss and explain how situs is determined in Colorado.

Agenda includes:

• Setting up locations in the TDM
• Discussion of the difference between home-rule versus state-administered cities
• Hands-on interaction covering product concepts with visual displays
• Live application demonstrations
• Interactive question and answer session
• Hands-on exercises in a live software environment

Learning Objectives

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

• Understand how Vertex Q Series interprets situs rules in Colorado
• Set up physical locations in Colorado
• Perform tester calculations
• Increase your ability to troubleshoot tax calculation outcomes

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
• Basic knowledge of your company's filing requirements for returns processing
• You must test your system compatibility prior to class