Sessions

H20 ~ Vertex Sales Tax L Series: Essential TDM for Beginners

Description

Learn the essentials for customizing Vertex Sales Tax L Series logic to meet your tax compliance needs. Learn how to set up customer, product and jurisdiction exceptions in this hands-on training session.

Audience

Tax Professional

Objectives

By the end of this session, you will:

Be able to analyze and map your tax exceptions
Set up specific tax logic based on company registration and reporting requirements
Set up specific tax logic based on customer exemption and exception tax requirements
Set up specific tax logic based on product exceptions based on state and local statutes
Manage your tax exceptions more effectively

Prerequisites

V45 ~ Vertex Sales Tax L Series: Basics

Session Level

Basic

CPE Credits

Tax Type

Transaction

Delivery Method

Hands-On