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Vertex Indirect Tax O Series Reporting Options

This hands-on course introduces you to the Standard Reports available, the Data Extract tool, and provides a brief demonstration of Vertex Indirect Tax Reporting & Analysis.

Status

Open

Level

Beginner

CPE Credits

3

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 international taxes, particularly value added tax concepts
  • Basic knowledge of your company's international tax reporting requirements

Course Description

This hands-on course introduces you to the Standard Reports available, the Data Extract tool, and provides a brief demonstration of Vertex Indirect Tax Reporting & Analysis.

Attendees will perform hands-on exercises to generate standard reports and query, limit, sort, and report on tax data in the Data Extract Tool.

Agenda includes:

  • Discuss necessary Data Management processes
  • Generate Standard Vertex O Series reports
  • Discuss the features of the Data Extract
  • Demonstrate the functionality of Vertex Reporting and Analysis

What You’ll Learn

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

  • Describe the Data Management process for report generation
  • List and discuss the different reporting options available
  • Generate Standard Vertex O Series reports
  • Create, Save and Run Data Extracts in Vertex O Series
  • Discuss the purpose of Vertex Indirect Tax Reporting & Analysis
  • $600USD