Audience

Vertex Income Tax Domestic users

Description

Learn more about the federal tax return processes such as working with trial balance data, entering book/tax adjustments, shared adjustments, automating Schedule M-3, and applying calculation preferences to effect system-generated adjustments.

Agenda includes:

• Hands on software demonstration

Learning Objectives

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

• Understand how to work with trial balance data
• Automate adjusting entries
• Apply calculation preferences
• Manage Schedule M-3 compliance

Requirements

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