Vertex® Indirect Tax O Series® 6.0 North America - Sales Tax

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Schedule 2010

Date	Location	Status
November 9-10-11	San Diego, CA	Open
December 6-7-8	King of Prussia, PA	Open

Day 1	Day 2	Day 3	Day 4 and 5 (Optional)
Vertex O Series North America – Sales Tax Course			Add-on Workshop
Vertex O Series hands-on training of comprehensive features and functionality		Sales Tax	Consumer Use Tax and/or International Taxes and/or Lease Tax

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Audience

Vertex O Series North America - Sales Tax users, including but not limited to:

• Project leaders and consultants involved with implementation
• Tax professionals responsible for incorporating tax and business requirements into Vertex O Series with possible system customization
• IT or tax professionals responsible for monthly system maintenance
• IT personnel responsible for integrating Vertex O Series with a financial application

Description

This course focuses on Vertex O Series North America - Sales Tax.

Agenda includes:

• Product components and what they do
• How tax is calculated on transactions
• Navigating the Vertex O Series home page
• Using My Enterprise and Tax Setup to set up your organizational structure and address sales tax taxability needs
• Testing tax data setups with the Transaction Tester
• Using Rate Lookup to review standard jurisdiction rates
• Using Tax Area Lookup to determine Tax Area IDs
• Using Data Management tools to manage tax and transaction data
• Generating tax data setup and transaction reports
• Setting up and maintaining system security
• Using Data Update to manage rate and Tax Area ID data
• Using administration tools to affect and review system performance
• Reviewing resources that support Vertex O Series
• Applying concepts through a series of workshop exercises, software demonstration, and hands-on practice

Learning Objectives

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

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

Requirements

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

• Experience using an internet browser
• Working knowledge of Windows-based products
• Basic understanding of sales and use tax concepts
• Basic knowledge of your company's tax reporting requirements