Sessions

V37 ~ Vertex Sales Tax Q Series: System Consolidation

Description

During this session, you will hear a discussion on strategies for consolidating tax systems.

Vertex Q Series customers that have multiple tax engine implementations and possibly multiple vendors will be led through the options available for system consolidation.

A project plan will be reviewed and a customer case study will be discussed.

Audience

Tax Professional | IT Professional | Project Manager

Objectives

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

  • Understand the requirements to consolidate tax engines and possible benefits
  • Prepare a project plan with a migration strategy
  • Understand the processes involved, resources needed and considerations for tax system consolidation
  • Understand possible migration of data to Tax Decision Maker (TDM)
  • Understand conversion to Vertex’s GeoCodes
  • Understand options for using the tax register

Prerequisites

N/A

Session Level

Basic

CPE Credits

2

Tax Type

Transaction

Delivery Method

Presentation