Sessions

P03 ~ From Calculation to Remittance: A Vertex O Series Perspective

Description

This hands-on session discusses the Vertex O Series system workflow, and traces the data flow from the financial application to O Series and into Vertex Sales Tax Returns.

You will set up Vertex O Series data touch points, through a series of hands on exercises, to maximize the data impact throughout the complete data flow. Data optimization considerations will be presented, as well as solutions to commonly encountered issues.

Audience

All

Objectives

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

Describe the communication link between the financial system, O Series calculation engine, and Vertex Sales Tax Returns
Describe the impact of interface elements on the outcomes of Vertex Sales Tax Returns
Identify techniques for optimizing the information flow from the financial system through to returns generation
Discuss solutions to common issues

Prerequisites

Experience with Vertex O Series
Experience with Vertex Sales Tax Returns

Session Level

Basic

CPE Credits

Tax Type

Transaction

Delivery Method

Hands-On