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  • Vertex Certified

Audience

IT personnel, project managers, and tax professionals who want:

• An in-depth overview of the system functionality
• An understanding of the concepts of the Application Programmer Interfaces (APIs)
• Details on function calls, mapping requirements, and integration specifics
• A high-level overview of TDM functionality
• Troubleshooting integration components
  
  

Note: Vertex also offers a Vertex Q Series course, designed for tax personnel who use Vertex products.

Description

This course focuses on Vertex Q Series, Vertex's client/server tax compliance system. It works with your host financial application to determine the correct tax amount by searching its databases for exceptions, the appropriate taxing jurisdiction, and the correct tax rate. Vertex Q Series then calculates the tax amount and passes this information back to the host system for invoicing. The transaction data is stored in the Register Database and is used to create audit and management reports, and to prepare tax returns.

Agenda includes:

• Product overview
• Installing programs and using utilities
• Revising data parameters and mapping
• The functions of the TDM
• Sales and Use Tax API functionality
• GeoCoder API functionality
• System processing
• Troubleshooting tools
• Hands-on software demonstration

Learning Objectives

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

• Identify and explain the components of Vertex Q Series
• Define GeoCodes and the methods available to use them
• Access the TDM user interface to maintain taxability
• Explain the function of the Application Programmer's Interfaces (APIs)
• Explain the syntax and purpose of each function in the APIs
• List and explain the Register Database utilities
• Explain installation and testing procedures for Vertex Q Series
• Produce and interpret system reports

Requirements

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

• Basic understanding of sales and use tax concepts
• Basic knowledge of your company's tax reporting requirements
• PC experience
• Working knowledge of Windows-based products