Audience

Vertex Income Tax Domestic users

Description

Customize multi-state apportionment views, logic and reports in Vertex Income Tax. This course will provide an opportunity to apply various customization options delivered with TY20XX State Compliance in a practice environment. Discover which options you might want to apply for your next state tax process.

Agenda includes:

• Hands on software demonstration

Learning Objectives

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

• Understand key Vertex Income Tax Apportionment terminology
• Create and assign entities to custom models
• Understand how to impact jurisdiction-specific calculation logic
• Manage jurisdiction views and allocation rules
• View reports with and without the effects of applying a model

Requirements

You must be an employee of an active Vertex customer or Vertex partner company.