Sessions

H19 ~ Vertex Sales Tax Returns: Advanced Data Import Techniques with Flexible Reason Codes

Description

In this hands-on class experienced students will learn advanced data import techniques to aid in automating their filing requirements. The session will focus on developing advanced Vertex Sales Tax Returns import files.

Discussion and hands-on exercises will show how to best use the Deductions and tax type mapping on import files.

Students will learn to evaluate their current system export options and Vertex Sales Tax Returns setup for optimal tax data importing and monthly processing, and learn about import setup best practices.

Audience

Tax Professional | Tax Manager | IT Professional | Project Manager

Objectives

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

  • Evaluate Vertex Sales Tax Returns tax types and deductions
  • Understand Vertex Sales Tax Returns import setup options and strategies
  • Develop and incorporate Vertex Sales Tax Returns importing best practices in their current business process.

Prerequisites

N/A

Session Level

Advanced

CPE Credits

2

Tax Type

Transaction

Delivery Method

Hands-On