Sessions

H21 ~ Vertex Sales Tax L Series: Strategies for Bridging Your TDM to Vertex Sales Tax Returns

Description

This hands-on session will instruct Vertex Sales Tax L Series users on how reason codes and tax category codes can be set up in the TDM.

Smart TDM setup will allow for successful data flow into Vertex Sales Tax Returns, and eliminate significant manual effort.  Users will leave the season with a TAX2000 file they can import into Vertex Sales Tax Returns.

Note:  This course serves as prerequisite for H17 ~ Vertex Sales Tax Returns: Strategies for System Setup

Audience

Tax Professional | Tax Manager | IT Professional

Objectives

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

  • Understand why you may wish to use a reason code in certain state specific scenarios
  • Understand why you may wish to use a tax category code in certain state specific scenarios
  • Enter state specific reason codes into the TDM for future use in Vertex Sales Tax Returns
  • Enter state specific tax category codes into the TDM for future use in Vertex Sales Tax Returns
  • Create a TAX200 file that can be later imported into Vertex Sales Tax Returns

Prerequisites

Session Level

Advanced

CPE Credits

2

Tax Type

Transaction

Delivery Method

Hands-On