Schedule 2012

Date	Location	Status
June 5	10:00 am EST	Open
August 16	10:00 am EST	Open
October 4	10:00 am EST	Open
December 6	10:00 am EST	Open

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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