Sessions

H17 ~ Vertex Sales Tax Returns: Strategies for System Setup

Description

In this hands-on class, experienced students will learn how to effectively setup mapping to Vertex Sales Tax Returns from their Vertex transaction tax calculation products (L Series, Q Series and O Series).

Students will learn to evaluate their current Vertex Sales Tax Returns setup followed by examples and discussions on setup implications related to TDM or Taxability Manager reason codes or overrides.

Exercises will focus on comparing setup with best practices. Students will evaluate tax data files and setup in Vertex Sales Tax Returns for optimal automation of monthly tax remittance process.

Students will finish hands-on exercises started in the prerequisite classes to fully understand the optimal link between the calculation product and the Returns product. 

Audience

Tax Professional | Tax Manager | IT Professional | Project Manager

Objectives

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

  • Evaluate front end Vertex tax calculation system setup with Vertex Sales Tax Returns setup
  • Optimally setup mapping to Vertex Sales Tax Returns
  • Implement best practice business process for Vertex Sales Tax Returns with Q Series, L Series or O Series setup.

Prerequisites

Session Level

Advanced

CPE Credits

2

Tax Type

Transaction

Delivery Method

Hands-On