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Schedule 2012

Date	Location	Status
March 21-22-23	King of Prussia, PA	Open
May 23-24-25	King of Prussia, PA	Open
June 20-21-22	King of Prussia, PA	Open
August 22-23-24	San Diego, CA	Open
September 26-27-28	King of Prussia, PA	Open
November 14-15-16	San Diego, CA	Open
December 12-13-14	King of Prussia, PA	Open

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Audience

Tax professionals who prepare and file state and local sales and use tax returns

Description

This course focuses on setting up and performing routine tasks that enable you to produce signature-ready tax returns and payment requests in Vertex Returns. Vertex Returns receives summarized sales and use transaction data from your financial application, Vertex Indirect Tax O Series for Sales Tax, Vertex Sales Tax Q Series register, or Vertex Sales Tax L Series register. It then processes the correct tax amounts and enters those tax amounts directly into exact replicas of tax return forms for both state and local taxing jurisdictions.

Agenda includes:

• Product overview
• Setting up your system
• Viewing and overriding tax rates
• Entering tax data manually
• Importing data
• Printing returns, payment requests, and reports
• Export payment request data
• Updating and maintaining Vertex Returns
• Hands-on software demonstration

Learning Objectives

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

• Set up Vertex Returns
• View and override tax rates
• Import data
• Enter tax data manually
• Manage credit balances
• Preview and print returns individually or in batches
• Export payment request data
• Implement electronic filing functionality
• Maintain Vertex Sales Tax Returns Q Series with data management tools

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