HT507 HandsOn:IntroductiontoTaxAssist

inVertexOSeries
10/23/201210:45AM 12:25PM
VertexExchange2012 1
HandsOn: Introduction to Tax Assist
in Vertex

O Series

October23,2012
10:45a.m. 12:25p.m.
Presenters
MattMcGinn,Sr.InstructionalDesigner
Design,developandconductcustomerandemployee
trainingprograms
WithVertexfor17years
SandyBoyles,FunctionalConsultant
18 years independent consultant working with 18yearsindependentconsultantworkingwith
L,Q,andOSeriesandVertexSales&UseTaxReturns
MichelleReed,TaxPerformanceAdvisory
ServicesManager,Ernst&Young
ImplementautomatedindirecttaxsolutionswithERP
systems
10yearsofindirecttaxconsultingexperience
2
Objectives
Uponcompletionofthesession,youwillbe
ableto:
UnderstandprecalculationTaxAssistrules
UnderstandpostcalculationTaxAssistrules
Understand Allocation tables UnderstandAllocationtables
NavigatetheLookuptable
3
HT507 HandsOn:IntroductiontoTaxAssist
inVertexOSeries
10/23/201210:45AM 12:25PM
VertexExchange2012 2
Agenda
Topic Time
AboutTaxAssist 15minutes
TaxAssist HandsOnExercises 85minutes
Questions and Answers Throughout
4
Questions andAnswers Throughout
About Tax Assist
Tax Assist Rules
Calculation
E i
VertexOSeries External
Interface
Financial
System
CalculationEngine
determines
situs/place of
l d
Financial Systemsends
transaction data to
Option1:
PreCalculation
TaxAssist
6
Engine
supply and
calculatestax
transactiondatato
O Series
Option2:
PostCalculation
TaxAssist
HT507 HandsOn:IntroductiontoTaxAssist
inVertexOSeries
10/23/201210:45AM 12:25PM
VertexExchange2012 3
Tax Assist: HandsOn Exercises
Activity: Tax Assist Rule
Calculation
Engine
VertexOSeries External
Interface
Financial
System
PreCalculation
TaxAssist
DivisionCode CompanyCode
Engine
CompanyCode=ABC
8
Activity: Tax Assist Lookup Table and Rule
VertexOSeries External
Interface
Financial
System
PreCalculation
TaxAssist
CompanyCode DivisionCode
Calculation
Engine
DivisionCode=null
9
HT507 HandsOn:IntroductiontoTaxAssist
inVertexOSeries
10/23/201210:45AM 12:25PM
VertexExchange2012 4
Activity: Tax Assist Allocation Table
VertexOSeries External
Interface
Financial
System
AllocationTable
TaxAssist
ComputerPackage(bundle)
Calculation
Engine
Accessories
Warranty
LaptopComputer
10
Conclusion
Duringthissessionwediscussed:
PrecalculationTaxAssistRules
PostcalculationTaxAssistRules
AllocationTables
Lookup Tables LookupTables
11
Questions and Answers
A Q
12
Q
HT507 HandsOn:IntroductiontoTaxAssist
inVertexOSeries
10/23/201210:45AM 12:25PM
VertexExchange2012 5
Contact Information
VertexProductSupport
Telephone:8002811900
SalesTax4765
ConsumerUseTax4780
ValueAddedTax4778
t i V t www.vertexinc.commyVertex
VertexTraining
Telephone:8774552645
Email:training.registration@vertexinc.com
13
Thank You!
Pleasecompletethesessionevaluation
Letusknowhowwecanserveyoubetter
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