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Vertex® Sales Tax Q Series®: Essential TDM Basics

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
Registration

Register Now

Or contract to have this course broadcast exclusively to your site. Complete a Web Class by Request form.

Course Details

Duration: 120 minutes

CPE Credit(s): 2

Cost: $295 per person

To register as a group, call 877.455.2645 or e-mail us.

Delivery Method: Instructor led via Web. You must test your system compatibility prior to class.

Course Level: Beginner