Sessions

H11 ~ Vertex O Series 4.0 Workshop: Taxability Manager for Experienced Users, Part 1

Description

In this hands-on session, experienced users will have an opportunity to work with several Vertex O Series tools utilizing a series of guided practice exercises.

 Both sales tax and consumer use tax scenarios will be presented.

Audience

All

Objectives

By the end of this session you will be able to:

  • Understand the purpose of Flexible Fields
  • Setup Flexible Fields
  • Understand the purpose of Tax Assist
  • Set up Tax Assist rules and tables

Prerequisites

Six months experience working in Taxability Manager.

Session Level

Advanced

CPE Credits

2

Tax Type

Transaction

Delivery Method

Hands-On