Schedule 2012

Date	Location	Status
April 17	1:00 pm EST	Open
June 4	1:00 pm EST	Open
August 8	1:00 pm EST	Open
October 9	1:00 pm EST	Open
December 7	1:00 pm EST	Open

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Audience

Beginner Vertex L Series users

Description

This hands-on course focuses on customizing Vertex L Series logic to meet tax compliance needs.

Agenda includes:

• Instructor demonstrations and guided practice exercises
• Setting up customer, product, and jurisdiction exceptions in the Vertex L Series Tax Decision Maker
• Hands-on interaction covering product concepts with visual displays
• Live application demonstrations
• Interactive question and answer session
• Hands-on exercises in a live software environment

Learning Objectives

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

• Analyze and map your tax exceptions
• Set up specific tax logic based company registration and reporting requirements
• Set up specific tax logic based on customer exemption and exception tax requirements
• Set up specific tax logic for product exceptions based on state and local statutes

• Manage your tax exceptions more effectively

Requirements

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

• Basic understanding of sales and use tax concepts
• You must test your system compatibility prior to class