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Vertex Exemption Certificate Manager

This course focuses on Exemption Certificate Manager (ECM).

Status

Open

Level

Beginner

CPE Credits

4

Requirements

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

  • Experience using an Internet browser
  • Basic understanding of sales and use tax concepts

Course Description

This course focuses on Exemption Certificate Manager (ECM).

Agenda includes:

  • Features and functionality in ECM
  • Creating and managing tax certificates
  • Navigation and administration
  • My Enterprise
  • System Utility
  • Reporting
  • Security

What You’ll Learn

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

  • Describe ECM components
  • Navigate the ECM user interface
  • Explain the dependency of tax certificate creation upon basic tax data setup
  • Use My Enterprise menus to create, maintain, and manage tax data setup and tax certificates
  • Use System menus to understand and execute Data Management functionality
  • Use Reporting menus to generate and interpret data extracts
  • Set up and maintain System roles, users, permissions, and login information
  • Understand and execute user interface administration activities
  • $714USD