Sessions

V13 ~ Case Study: Maximizing Vertex Sales Tax Returns General Ledger and Payment Request Functionality

Description

This presentation will discuss general ledger and payment request functionality in Sales Tax Returns.

The presenters will explain how to setup G/L numbers, create a payment request and export the information for use in your financial system.

Audience

Tax Professional | Tax Manager

Objectives

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

  • Define the use of G/L within Returns
  • Understand the available account structures within the G/L functionality to determine which one best meets the business needs
  • Understand payment request export

Prerequisites

Working knowledge of Vertex Sales Tax Returns

Session Level

Basic

CPE Credits

2

Tax Type

Transaction

Delivery Method

Presentation