Schedule 2012

Date	Location	Status
March 27	10:00 am EST	Open
July 31	10:00 am EST	Open
October 30	10:00 am EST	Open
December 30	10:00 am EST	Open

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Audience

Beginner to intermediate Vertex Returns users

Description

This hands-on course provides instruction on how to set up and work with the Tax Calendar and Document Manager.

Agenda includes:

• Practical examples that demonstrate how to store your data and manage tasks associated with preparing 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:

• Set up Vertex Returns to work with the Tax Calendar and Document Manager
• Set up the Tax Calendar for your tax data management needs
• Set up the Document Manager for storing data
• View stored data
• Discuss benefits of the Tax Calendar and Document Manager

Requirements

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

• Basic knowledge of Vertex Returns (working with for six months or know the basic setup functions and menus)
• You must test your system compatibility prior to class