Audience

Vertex Income Tax International users

Description

Learn more about the sourcing of income, expense, and assets process. This course explores ways to automate the sourcing process by assigning sourcing templates and creating customized apportionment methods and bases to fit your business needs.

Agenda includes:

• Hands on software demonstration

Learning Objectives

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

• Understand key terminology for Vertex Income Tax International
• Set up sourcing templates
• Create user-defined apportionment methods and bases
• Review and modify system provided apportionment methods
• Maintain units method information

Requirements

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