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Vertex Indirect Tax Reporting & Analysis

This hands-on course introduces you to the basics of using the Vertex Indirect Tax Reporting and Analysis product. You will perform hands-on exercises to query, filter, sort, and report on tax data.

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
  • Experience running and interpreting Vertex O Series for Sales Tax standard reports
  • You must test your¬†system compatibility¬†prior to class

Course Description

This hands-on course introduces you to the basics of using the Vertex Indirect Tax Reporting and Analysis product. You will perform hands-on exercises to query, filter, sort, and report on tax data.

Agenda includes:

  • Introduction to Reporting & Analysis
  • Running Standard Reports
  • Creating Custom Reports
  • Questions and Answers

What You’ll Learn

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

  • Discuss the features and menu items in Vertex Indirect Tax Reporting & Analysis (VRA)
  • Run Standard Reports in Reporting & Analysis
  • Create Custom Reports using Query Studio in VRA
  • $600USD