Vertex ® Sales Tax Returns Training

Vertex Sales Tax Returns Training receives summarized sales and use transaction data from your financial application, the Vertex Sales Tax O Series, the Vertex Sales Tax Q Series register, or the Vertex Sales Tax L Series register. It then processes the correct tax amounts, and enters those tax amounts directly onto exact replicas of tax return forms for both state and local taxing jurisdictions.

Vertex Sales Tax Returns Training course prepares you to set up the system and perform the routine tasks that enable you to produce signature-ready tax returns and payment requests.

Schedule 2010

Date	Location	Status
August 25-26-27	San Diego, CA	Open
September 22-23-24	King of Prussia, PA	Open
October 6-7-8	Denver, CO	Open
November 10-11-12	San Diego, CA	Open
December 8-9-10	King of Prussia, PA	Open

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Regional Training ~ On-site Training

Requirements: You must be an employee of an active Vertex customer or Vertex partner company.

It is recommended that you have:

PC experience
Working knowledge of Windows-based products
Basic understanding of sales and use tax concepts
Basic knowledge of your company's tax reporting requirements

Learning Environment: The Vertex Sales Tax Returns Training course is presented in a participative live group environment with hands on software demonstration.

Advanced Preparation: No advanced preparation is required.

Delivery Method: Instructor Led (Group Live)

CPE Credit: 18

Course Level: This course provides users with a comprehensive overview of system functionality.

Course Fee:
Regional - $2,250 per person (Please note this class is a three day class.)

Onsite - Please call Training Registraiton at 800.281.1900, extension 4705

Duration of Course: Three days

Audience
This course is designed for tax professionals who prepare and file state and local sales and use tax returns.

Program Content

Product overview
Setting up your system
Viewing and overriding tax rates
Entering tax data manually
Importing data
Printing returns, payment requests, and reports
Export payment request data
Updating and maintaining Vertex Sales Tax Returns

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

Set up Vertex Sales Tax Returns
View and override tax rates
Import data
Enter tax data manually
Manage credit balances
Preview and print returns individually or in batches
Export payment request data
Implement electronic filing functionality
Maintain Vertex Sales Tax Returns Q Series with data management tools

Contact Information
For questions regarding Transactional Tax Web Classes, please contact Training Registration at 1.800.281.1900.

For additional classes please visit our Web Classroom Series.