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Vertex Indirect Tax Returns - North America

This online course focuses on setting up and performing routine tasks that enable you to produce signature-ready tax returns and payment requests in Vertex Returns.

Status

Open

Level

Beginner

CPE Credits

17

Requirements

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

  • Basic understanding of sales and use tax concepts
  • Basic knowledge of your company's tax reporting requirements
  • PC experience
  • Working knowledge of Microsoft Windows-based products

Course Description

This course focuses on setting up and performing routine tasks that enable you to produce signature-ready tax returns and payment requests in Vertex Returns. Vertex Returns receives summarized sales and use transaction data from your financial application, Vertex Indirect Tax O Series for Sales Tax, Vertex Sales Tax Q Series register, or Vertex Sales Tax L Series register. It then processes the correct tax amounts and enters those tax amounts directly into exact replicas of tax return forms for both state and local taxing jurisdictions.

This course is also available in a classroom.

Agenda includes:

  • Product overview
  • Setting up your system
  • Viewing and overriding tax rates
  • Entering tax data manually
  • Importing data
  • Electronic filing
  • Printing returns, payment requests, and reports
  • Working with payment requests 
  • Working with the Management Toolkit
  • Updating and maintaining Vertex Returns

What You’ll Learn

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

  • Set up Vertex Returns
  • View and override tax rates
  • Import data
  • Enter tax data manually
  • Implement electronic filing functionality
  • View credit balance, payment reconciliation, and unassigned data
  • Preview and print returns individually or in batches
  • Export payment request data 
  • Maintain Vertex Return
  • $2,723USD