Audience

Tax professionals and consultants who want an understanding of how Vertex Communications Tax works, and IT personnel who want a high level understanding of Vertex Communications Tax

Description

This course focuses on Vertex Communications Tax, Vertex's telecommunications tax compliance system for both wireless and wireline services. This course provides an overview of how the system calculates tax as well as a high-level look at the components and concepts relating to the system.

Agenda includes:

• Product overview
• Understanding GeoCodes
• Understanding the API area
• Setting up the system to handle exceptions
• Learning the four types of data in the Data Module
• Reviewing the update process
• Interpreting information in the Data Directory
• Customizing the system
• Hands on software demonstration

Learning Objectives

Upon completion of this course, you will be able to:

• Understand the purpose of the Vertex Communications Tax Data and Calculation Modules
• Interpret and use the information contained in the Data Directory
• Understand the Calculation Module programs and how to customize the Data Tables to fit your tax requirements
• Use the user interface to query data, apply customizations, and test calculations
• Understand the function of the API area
• Communicate your tax compliance needs to the IT department
• Produce and interpret reports

Requirements

You must be an employee of an active Vertex customer or Vertex partner company and have:

• PC experience
• Working knowledge of Windows-based products
• Basic understanding of sales and use tax concepts
• Basic knowledge of your company's tax reporting requirements