Vertex® Sales Tax Q Series®: Bridging Tax Decision Maker to Vertex® Sales & Use Tax Returns
Schedule 2012
| Date | Location | Status |
|---|---|---|
| March 28 | 1:00 pm EST | Open |
| July 17 | 1:00 pm EST | Open |
| October 31 | 1:00 pm EST | Open |
Audience
Beginner Vertex Q Series users
Description
This hands-on course focuses on how deduction reason codes and tax category codes can be set up in the Tax Decision Maker (TDM). Smart TDM setup allows for successful data flow into Vertex Returns and eliminates significant manual effort.
Agenda includes:
- 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:
- Identify when to use reason codes and tax category codes
- Enter state specific reason codes and tax category codes into the TDM for use in Sales Tax Returns
- Create a TAX2000 file that can be imported into Sales Tax Returns
Requirements
You must be an employee of an active Vertex customer or Vertex partner company and have:
- Familiarity with creating the TAX2000 file in Vertex Q Series
- Basic knowledge of Vertex Q Series Tax Decision Maker
- 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: Beginner to intermediate
Call 800.355.3500 to Speak to a Sales Representative.
