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Getting Started with Vertex Indirect Tax Returns - North America

This beginner, virtual hands-on course offers new users a first look at Vertex Sales & Use Tax Returns.

Status

Open

Level

Beginner

CPE Credits

3

Requirements

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

  • PC experience
  • Working knowledge of Microsoft Windows-based products
  • Basic understanding of sales and use tax concepts
  • Basic knowledge of your company's filing requirements for returns processing
  • You must test your¬†system compatibility¬†prior to class

Course Description

This beginner, virtual hands-on course offers new users a first look at Vertex Sales & Use Tax Returns. Through hands-on experience, users learn how to get started with Vertex Returns. The course focuses on what's needed to configure Vertex Returns to begin processing sales and use tax returns on a monthly, quarterly, or annual basis.

Agenda includes:

  • Organizational setup
  • Tax data settings
  • Getting tax data into Vertex Returns
  • Previewing and printing sales and use tax returns
  • Creating and viewing reconciliation reports
  • Product concepts with visual displays
  • Live application demonstrations
  • Interactive question and answer session
  • Hands-on exercises in a live software environment

What You’ll Learn

Upon completion of the course, you will be able to:

  • Set up your organizational structure and tax data settings
  • Set up, preview, and print tax returns for processing
  • Import tax data from a Vertex front-end product
  • Enter tax data manually
  • Run and review reconciliation reports
  • $600USD