Vertex Indirect Tax O Series - North America Sales Tax

  • Classroom Course

This course provides instruction for using Vertex O Series to calculate Sales Tax in North America.





CPE Credits



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

  • Working knowledge of Sales and Use tax concepts
  • Working knowledge of your company's (or the Vertex-licensed client company's) tax reporting requirements
  • PC experience and navigational familiarity with various MS Windows Operating Systems (XP, 7 and/or Windows Server)
  • Experience using an Internet Browser (i.e., preferably IE or Chrome)

Course Description

This course provides instruction for using Vertex O Series to calculate Sales Tax in North America. An instructor-led classroom training and group discussion, including hands-on exercises which focus on Vertex O Series components, how they work with your financial system, and with each other. Upon completion of this course you will know how to set up Vertex O Series so tax is calculated correctly in the Supplies Business Event.

This course is also available online.

Agenda includes:

  • O Series components and resources
  • Transaction Processing - Supplies financial events
  • Taxability Management Planning Documents
  • Vertex Central user interface
  • My Enterprise, Tax Setup, Tools, Reporting & System menus
  • Tax Area ID Lookup, Rate Lookup, Transaction Tester
  • Taxpayer organizational structure and registrations
  • Customers, Taxability Drivers, Commodity Codes, Certificates (non-ECM)
  • Taxability Categories, Taxability Analysis, Taxability Mapping
  • Vertex and user - defined Tax Rules
  • Flexible Fields, Tax Assist Rules, Lookup Tables
  • Data Management tasks
  • Standard Reports, Data Extract Reports (templates)
  • System - Roles, Partitions, Users, System Preferences, Activity logs, Log files, About file
  • Accessing Online Help

What You’ll Learn

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

  • List and explain the components of Vertex O Series
  • Navigate the Vertex Central user interface
  • Optimize an O Series tax data configuration by realizing the value of taxability management planning documents
  • Utilize the Tools menu to look up Tax Area IDs, and standard rates
  • Conduct Transaction Testing to verify and troubleshoot tax data system configurations set up in My Enterprise and Tax Setup
  • Define your organizational structure and registration requirements in My Enterprise
  • Create Customers, Taxability Drivers, and Exemption Certificates (non-ECM) in My Enterprise
  • Use My Enterprise and Tax Setup to define and maintain your company's taxability exceptions for Customers, Taxability Drivers and Jurisdictions in the Supplies business event
  • Utilize advanced functionality in Tax Setup to create Tax Assist Rules, Flexible Fields and Lookup Tables
  • Explain and execute Data Management functionality to perform various data management jobs
  • Generate and interpret Standard Reports and Data Extract Reports (templates) in the Reporting menu
  • Set up and maintain System Security related roles, accesses and login information
  • Discuss and execute user interface Administration activities
  • $2,117USD per person