Sessions

H18 ~ Vertex Sales Tax Returns: Using Tax Data Settings to Meet Your Business Needs

Description

In this hands-on class experienced students will learn about Tax Data Settings options, Tax Data Import Settings on deductions options, and Tax Type Mapping options. The students will learn how to use these options to meet their business needs.

There will be a detailed explanation and example of the impact tax data settings and tax data import settings have for both import and manual entry options.

Students will have an opportunity to work through exercises to study the effect on actual returns when using some of these options. A Flexi file, a TAX2000 file and a Vertex O Series import file will be used as examples.

Audience

Tax Professional | Tax Manager | IT Professional | Project Manager

Objectives

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

Understand the impact various tax data settings have on import and manual tax data entry, as well as returns
Setup tax data settings to meet business needs for customers that import or enter tax data manually
Work with standard and flexi-import file structures

Prerequisites

N/A

Session Level

Advanced

CPE Credits

Tax Type

Transaction

Delivery Method

Hands-On