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Schedule 2012

Date	Location	Status
March 19-20-21	King of Prussia, PA	Open
June 18-19-20	King of Prussia, PA	Open
September 24-25-26	King of Prussia, PA	Open
December 10-11-12	King of Prussia, PA	Open

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Audience

Vertex O Series users, including but not limited to:

• Project leaders and consultants involved with implementation
• Tax professionals responsible for incorporating tax and business requirements into Vertex O Series with possible system customization
• IT or tax professionals responsible for monthly system maintenance
• IT personnel responsible for integrating Vertex O Series with a financial application

Description

This course focuses on Vertex O Series for Sales Tax and Consumer Use Tax. Vertex O Series is built on the Transaction Processing System platform. Capabilities of the Transaction Processing System include setup and maintenance tools, reporting functions, and a common interface to the financial system. This means simpler integration to ERP applications as well as a consistent user interface that makes it easier to learn and operate the full suite of Vertex O Series products.

Agenda includes:

• Product components and what they do
• How tax is calculated on transactions
• Navigating Vertex Central, the Vertex O Series home page
• Using Taxability Manager to set up your organizational structure and address sales tax and consumer use tax taxability needs
• The purpose of Flexible Fields and set up
• The purpose of Tax Assist Rules and set up
• Taxability Manger setups with the Transaction Tester
• Complete case studies to practice newly learned skills
• Using Rate Lookup to review standard tax rates
• Using Tax Area Lookup to determine Tax Area IDs
• Using Data Management tools to manage Taxability Manager and transaction data
• Generating Taxability Manager and transaction reports
• Setting up and maintaining system security
• Using Data Update to manage rate and Tax Area ID data
• License Manager to monitor overall system activity
• Activity Log to monitor user system activity
• Resources which support using Vertex O Series products
• Hands-on software demonstration

Learning Objectives

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

• Describe the Vertex O Series system components and interface elements
• Understand the rate and rule data that drives the Vertex O Series system
• Describe how Vertex O Series processes sales tax and consumer use tax transactions
• Set up your organizational structure and registrations in Taxability Manager
• Use Taxability Manager to define and maintain your company's taxability exceptions for taxability drivers, customers, vendors, and jurisdictions
• Use Transaction Tester to verify your taxability setup in Taxability Manager
• Generate transaction and Taxability Manager Reports with the Reports Utility
• Create an export file for returns processing with the Returns Export Utility
• Administer the Vertex O Series system including security, data management, license management, and activity log

Requirements

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

• Basic understanding of sales, use, and consumer use tax concepts
• Basic knowledge of your company's tax reporting system or requirements
• PC experience