Vertex^® Sales Tax Q Series^® 3.x Track

• Explain Vertex Certified Professional program
• Describe Vertex Sales Tax Q Series for Tax Professionals v3.x certification requirements
• Identify Vertex resources available for assistance

Live Web Class
~180 minutes

• Explain Vertex Sales Tax Q Series key concepts
• Identify the main components of Vertex Sales Tax Q Series (databases, APIs, user applications and resources)
• Explain the purpose of each component
• Identify how the components work together with a financial system

• Determine when to use the Tax Decision Maker
• Plan taxability considerations by creating a taxability matrix
• Set up the Tax Decision Maker by creating companies, products and customers
• Establish basic jurisdiction settings in the Tax Decision Maker

• Determine if a jurisdictional exception needs to be set up in the TDM
• Define the purpose and settings in the jurisdiction-based TDM windows
• Set up the TDM to calculate or not calculate tax for state and local jurisdictions
• Override the Vertex-supplied jurisdictional rates and rules
• Determine the default taxability of service transactions
• Configure the TDM to tax services according to business requirements
• Set up physical locations in Colorado and multiple places of business in Texas

• Identify customer exceptions
• Determine if a customer exception needs to be set up in the TDM
• Define settings on the Customer Tax Exceptions and Exemption Certificate windows
• Set up the TDM to not tax a customer
• Set up rate overrides for customers

• Identify product exceptions
• Determine if a product exception needs to be set up in the TDM
• Define settings on the Product Tax Exceptions window
• Set up the TDM to not tax a product
• Set up rate overrides for products
• Identify the purpose of the Taxability Mapping Tool

Live Web Class
~180 minutes

• Identify and describe the components of the Sales Tax Utilities
• Perform Register maintenance activities (Load/Unload, Table Transfer)
• Utilize Register reports and explain the purpose of each
• Perform basic troubleshooting with TDM and Register reports
• Click on the following link to register for this live web class:
  http://www.vertexinc.com/Support/Training/VCP/qseries/train-frmcstmr.asp

Participants will complete a project-based assignment in order to apply the STQ concepts to their own situations. Project will consist of worksheets in which they will complete design activities, implementation activities and maintenance activities.

Design activities include building tax matrices that reflect company structure, registration, products and services, and customers. Implementation activities will include TDM dependencies and window setup, using tables and charts to define how to setup what it is the matrix. Maintenance activities include locating records and running reports, troubleshooting, editing and deleting records

Note: The intent is to have you use your own company’s business requirements to complete the project for the most meaningful application of your learning. However, if your company data is sensitive, you can complete the project with concept data, or use one of the multiple case study companies provided. You can speak with your Vertex Certification Coach to determine your best option for completing the certification project.

Participants will complete a knowledge-based exam to test concepts they have learned.

Participants will complete a practical exam, in which they must perform a series of steps in the application(s) in order to answer the questions or complete a scenario.

Participants will set up an appointment with Vertex Training Registration to complete their application exam.