Sessions

P05 ~ Vertex Sales Tax Q Series: TDM Boot Camp

Description

This pre-conference session will provide an overview of how the Vertex Sales Tax Q Series solution works with a Financial Application to create a sales tax compliance system.

The focus of this session will be on the Tax Decision Maker(TDM), a component of Vertex Sales Tax Q Series, and offer ways to use the TDM to define the taxability status of your customers, products, and jurisdictions or combinations of these.

Presented from a sales tax perspective, this boot camp session is designed using practical hands-on exercises that walk you through TDM functionality so you can be successful in setting up and maintaining your TDM when you are back in the office.

Audience

Tax Professional | Tax Manager | IT Professional | Project Manager

Objectives

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

Describe the function of the TDM
Describe the TDM main menu options
Create companies, customers, and products
Explain the TDM hierarchy
Define taxability
Create and view TDM records
Enter customer, product and jurisdiction exceptions to the standard rate and rule
Describe the function of the TMT

Prerequisites

N/A

Session Level

Basic

CPE Credits

Tax Type

Transaction

Delivery Method

Hands-On