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
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

Call 800.355.3500 to Speak to a Sales Representative.


