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Vertex Sales Tax Q Series: Essential TDM Basics

This is a hands-on course focusing on customizing Vertex Q Series logic to meet tax compliance needs.

Status

Open

Level

Beginner

CPE Credits

2

Requirements

  • You must be an employee of an active Vertex customer or Vertex partner company and have basic knowledge of sales and use tax concepts
  • You must test your system compatibility prior to class

Course Description

This is a hands-on course focusing on customizing Vertex Q Series logic to meet tax compliance needs.

Agenda includes:

  • Setting up customer product and jurisdiction exceptions in the Vertex Q Series Tax Decision Maker
  • Hands-on interaction covering product concepts with visual displays
  • Live application demonstrations
  • Interactive question and answer session
  • Hands-on exercises in a live software environment

What You’ll Learn

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

  • Analyze and map your tax exceptions
  • Set up specific tax logic based company registration and reporting requirements
  • Set up specific tax logic based on customer exemption and exception tax requirements
  • Set up specific tax logic for product exceptions based on state and local statutes
  • Manage your tax exceptions more effectively
  • $358USD