Schedule 2013
| Date | Location | Status |
|---|---|---|
| May 23 | 10:00 am EST | Open |
| September 09 | 1:00 pm EST | Open |
Audience
Beginner Vertex Q Series users
Description
This is a hands-on course focusing on customizing Vertex Q Series logic to meet tax compliance needs.
Agenda includes:
- Setting up customer product and jurisdiction exceptions in the Vertex Q Series Tax Decision Maker
- 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:
- Analyze and map your tax exceptions
- Set up specific tax logic based company registration and reporting requirements
- Set up specific tax logic based on customer exemption and exception tax requirements
- Set up specific tax logic for product exceptions based on state and local statutes
- Manage your tax exceptions more effectively.
Requirements
You must be an employee of an active Vertex customer or Vertex partner company and have:
- Basic knowledge of sales and use tax concepts
- You must test your system compatibility prior to class
