Introduction to Vertex® Indirect Tax O Series® for Sales Tax

    This is a hands-on course focusing on basic taxability setup in Vertex O Series for sales tax.

    Schedule 2010

    Date Location Status
    October 20 1:00 pm EST Open
    November 17 1:00 pm EST Open
    December 16 1:00 pm EST Open

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    Requirements: You must be an employee of an active Vertex customer or Vertex partner company.

    It is recommended that you have:

    • Basic knowledge of sales tax concepts

    Learning Environment: The Vertex hands-on training classes are delivered through the Internet using virtual classrooms and training labs, allowing you to participate in hands-on, interactive sessions right from your desktop. Hands-on classes include product concepts with visual displays, live application demonstrations, interactive question-and-answer sessions, and hands-on exercises in a live software environment.

    Prerequisites: Please see our System Requirements to test your system compatibility prior to class.

    Delivery Method:
    Instructor Led (Group Internet-Based)

    CPE Credit: 3 credits

    Course Level: Basic-this course is appropriate for beginner users of Vertex software.

    Course Fee: The cost is $495.00 per person. To register as a group, please e-mail: training.registration@vertexinc.com.

    Duration of Course: 180 minutes


    Audience
    This course is designed for users of Vertex Indirect Tax O Series.

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

    • Understand the high-level data flow between the financial system and Vertex O Series
    • Navigate through Vertex Central
    • Explain the content, importance, and impact of taxability management planning documents
    • Describe the purpose of the My Enterprise and Tax Setup tools
    • Perform basic sales tax taxability setup in Vertex O Series

    Contact Information
    For questions regarding Indirect Tax Web Classes, please contact Training Registration at 1.877.455.2645.