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Vertex O Series is Vertex's next generation solution for effective management of a corporation's transaction-based tax responsibilities. Vertex O Series is built on the common platform of the Transaction Processing System and includes the following tax specific products:

• Vertex Lease Tax O Series
• Vertex Sales Tax O Series
• Vertex Consumer Use Tax O Series
  

All products utilize the common capabilities of the Transaction Processing System such as setup and maintenance tools, reporting functions and a common interface to the financial system. This means simpler integration to ERP applications as well as a consistent user interface that makes it easier to learn and operate the full suite of Vertex O Series products.

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Requirements: You must be an employee of an active Vertex customer or Vertex partner company. It is recommended that you have: PC experience Working knowledge of Windows-based products Basic understanding of sales, use, and lease tax concepts Basic knowledge of your company's tax reporting requirements Learning Environment: The Vertex Lease Tax Training - O Series for Tax course is presented in a participative live group environment with hands-on software demonstration.

Advanced Preparation: No advanced preparation is required. Delivery Method: Instructor Led (Group Live) CPE Credit: 12 Course Level: This course provides users with a comprehensive overview of system functionality. Course Fee: Please call Training Registraiton at 1.877.455.2645. Duration of Course: Two days

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Audience
This course is designed for all Vertex Lease Tax - O Series users including:

• Project leaders responsible for a Vertex Lease Tax - O Series implementation
• Tax professionals responsible for system customization to incorporate their tax and business requirements into Vertex Lease Tax - O Series
• Tax professionals responsible for incorporating their lease tax and business requirements into Vertex Lease Tax - O Series
• IT or Tax professionals responsible for monthly system maintenance.
• IT personnel responsible for integrating Vertex Lease Tax - O Series with a financial application
• Consultants assisting with a Vertex Lease Tax - O Series implementation.

Program Content

• Understand the product components and what they do
• Understand how tax is calculated on transactions
• Navigate Vertex Central, the O Series home page
• Use Taxability Manager to set up your organizational structure and address lease tax taxability needs
• Test Taxability Manger setups with the Transaction Tester
• Complete case studies to practice newly learned skills
• Use Rate Lookup to review standard jurisdiction rates
• Use Tax Area Lookup to determine Tax Area IDs
• Use Data Management tools to manage Taxability Manager and transaction data
• Generate Taxability Manager and transaction reports
• Setup and maintain system security
• Use Data Update to manage rate and Tax Area ID data
• Review License Manager to monitor overall system activity
• Review Activity Log to monitor user system activity
• Review Resources which support using the O Series products

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

• Describe the O Series system components and interface elements
• Understand the rate and rule data that drives the O Series system
• Describe how O Series processes lease tax transactions
• Set up your organizational structure and registrations in Taxability Manager
• Use the Taxability Manager to define and maintain your company's taxability exceptions for taxability drivers, customers and jurisdictions
• Use the Transaction Tester to verify your taxability setup in the Taxability Manager
• Understand how to generate transaction and Taxability Manager Reports with the Reports Utility
• Create an export file for Returns processing with the Returns Export Utility
• Administer the O Series system including security, data management, license management and activity log

 

Contact Information
For questions regarding Transactional Tax Web Classes, please contact Training Registration at 1.877.455.2645.