Sessions

V18 ~ Moving to O Series: Data and Taxability Setup Considerations

Description

In this session you will be introduced to data and taxability setup considerations, as well as the migration tools available to support the implementation of Vertex O Series.

This course is recommended for current users of the Vertex Q and L series products.

Audience

Tax Professional | IT Professional | Project Manager

Objectives

Upon completion of this training session, you will:

Learn the migration tools available
Understand process and considerations
Learn more about O Series Taxability Manager
Understand strategies for optimizing the O Series implementation
Understand migration of Tax Decision Maker (TDM) data with the Vertex migration utility
Be able to identify TDM entries that may not transfer

Prerequisites

N/A

Session Level

Advanced

CPE Credits

Tax Type

Transaction

Delivery Method

Presentation