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    Vertex® Sales & Use Tax Returns: Importing Into Returns

    Schedule 2012

    Date Location Status
    April 27 10:00 am EST Open
    June 26 10:00 am EST Open
    August 9 10:00 am EST Open
    October 1 10:00 am EST Open
    December 4 10:00 am EST Open

    Audience

    Intermediate to advanced Vertex Returns users

    Description

    This hands-on course focuses on importing data from Vertex and non-Vertex sources.

    Agenda includes:

    • Maximizing the setup of Vertex Returns to reduce import warnings and rejections and increase correct tax outcomes on your returns
    • How customizations made in your Vertex Indirect Tax Solutions affect tax data imported into Returns
    • 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:

    • Troubleshoot import warnings and rejections
    • Configure Vertex Returns to reduce import warnings and rejections
    • Recognize how customizations made in Vertex Indirect Tax Solutions affect data imports
    • Create and import a flexi-import file

    Requirements

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

    • Basic knowledge of Vertex Returns and setup
    • Prior experience importing data into Vertex Returns
    • You must test your system compatibility prior to class
    Registration

    Register Now

    Or contract to have this course broadcast exclusively to your site. Complete a Web Class by Request form.

    Course Details

    Duration: 120 minutes

    CPE Credit(s): 2

    Cost: $295 per person

    To register as a group, call 877.455.2645 or e-mail us.

    Delivery Method: Instructor led via Web. You must test your system compatibility prior to class.

    Course Level: Intermediate to advanced