Sessions

V31 ~ Vertex Exemption Certificate Management for Beginners

Description

Stop Paying Penalties for missing, invalid, and expired certificates. Now is the perfect time for new users or those considering a certificate management solution to discover the many benefits of the Vertex® Exemption Certificate Manager (ECM).

In this session, you'll learn about a compelling solution to manager your sales tax exemption certificate compliance reporting and auditing requirements to avoid costly penalties as well as to comply with Sarbanes-Oxley regulations.

Audience

Tax Professional | Project Manager | IT Professional

Objectives

By the end of this session, you will:

Understand how you can use this easy-to-use, web-based storage and management tool to automate the collection, validation, and maintenance of sales tax exemption certificates.
Learn how you can use Vertex ECM to streamline your current labor-intensive process with features such as: Electronic Storage via a web browser, Centralized Access for control, Automated Notifications for expired and missing certificates or information, and more!
Discover how Vertex ECM drives taxability in our Vertex tax calculation products including Vertex® Sales Tax O Series (Taxability Manager) and Vertex® Q Series (Tax Decision Maker) as well as its ability to communicate with your ERP, POS or billing system.

Prerequisites

N/A

Session Level

Basic

CPE Credits

Tax Type

Transaction

Delivery Method

Presentation