This document provides an agenda and overview for a hands-on training session on the basics of Vertex Sales Tax Q Series. The session will cover Vertex Q Series system components, GeoCodes, system data flow and calculation, the Tax Decision Maker tool, and reporting functionality. Attendees will learn how to identify system components, explain GeoCode assignment and tax calculation, understand system customization options, and describe standard reports. The agenda includes topics on each of these areas along with time allocated for questions.

1. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
Hands‐On: Basics of Vertex Sales Tax Q Series
® ®
October 23, 2012
3:35 p.m. – 5:15 p.m.
Presenter
 Lori Shiel
• Vertex Senior Instructor
 Emily Sams
• Emerson Process Management
Emerson Process Management
• Vertex Q Series
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Objectives
 Upon completion of this session, you will be
able to:
• Identify Vertex Q Series system components
• Explain GeoCode assignment
• Explain calculation functionality
Explain calculation functionality
• Explain system data flow
• Understand system customization with your tax
exceptions
• Describe the standard reporting functionality
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2. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
Agenda
Topic Time
Vertex Q Series system components 10 minutes
GeoCodes 10 minutes
System Data Flow and Calculation 10 minutes
Tax Decision Maker (TDM)
Tax Decision Maker (TDM) 60 minutes
60 minutes
Reporting 10 minutes
Questions and Answers Throughout
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Components of Vertex Q Series
Vertex Q Series Components
ERP Vertex Q Series
APIs
GeoCoder API
Sales and Use Tax API
Calc Engine Databases User applications
(financial system, billing
system, accounts GeoCoder TDM
receivable…) Rate Utilities
Register Lookup
TDM Resources
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3. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
System Workflow
Invoices
P.O.s
Reports
Financial system
GeoCoder Sales and
API Use Tax API
Mgmt.
Reports
Monthly Update Monthly Update Monthly Update
GEOMAST2 SEQMAST TMTMAST33
Lookup TDM User Interface Register Utilities
TAX2000
Lookup TDM
7 Reports Reports
GeoCode Assignment
What is a GeoCode?
 9‐digit code maintained by Vertex
 Used to identify the state, county
and city as a specific taxing jurisdiction
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4. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
Example – U.S. GeoCode
39 – 029 ‐ 6350
State County City
PA Chester Berwyn
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Example – Canadian GeoCode
70 – 001 ‐ 0250
Country Province City
Canada Alberta Peace River
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Criteria for GeoCode Assignment
Vertex has assigned GeoCodes to more than
60,000 jurisdictions, which include:
 All states and counties in the United States
 All possessions, territories, and trusts of the
United States
United States
 Canada and all Canadian provinces
 Cities within the United States and Canada
that are incorporated cities and/or levy a sales
or use tax
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5. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
Resources for Finding GeoCodes
 Vertex GeoCoder Master List
 Vertex Q Series Lookup
 Vertex Q Series GeoCoder API
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GeoCodes and Tax Calculations
 You can store GeoCodes on customer files in
your financial system
or…
 You can allow GeoCodes to be retrieved at
the time of processing
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System Data Flow and Calculation
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6. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
Vertex Q Series Components
ERP Vertex Q Series
APIs
GeoCoder API
Sales and Use Tax API
Calc Engine Databases User applications
(financial system, billing
system, accounts GeoCoder TDM
receivable…) Rate Utilities
Register Lookup
TDM Resources
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System Workflow
Invoices
P.O.s
Reports
Financial system
GeoCoder Sales and
API Use Tax API
Mgmt.
Reports
Monthly Update Monthly Update Monthly Update
GEOMAST2 SEQMAST TMTMAST33
Lookup TDM User Interface Register Utilities
TAX2000
Lookup TDM
17 Reports Reports
Tax Decision Maker
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7. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
Tax Decision Maker
 Enables customizations to how
Vertex Q Series calculates tax for your:
• Customers
• Products
• Jurisdictions
̶ And any combination of these tables
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Three‐E Rule
Without TDM, tax would be calculated for
 Everyone
 Everything
 Everywhere
At the standard rates and rules
(Except for Interstate Service transactions)
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Using TDM Windows
Window Description
Create Company/Division Establish company and division data
Create Customer/Class Establish customer and customer class data
Create Product Establish product ID or product category data
Collect Tax In… (Master) Where you are registered or not registered to collect tax
Jurisdiction Exceptions Jurisdiction exceptions
(GeoCode) Locally administered jurisdiction registrations
Company Locations Colorado physical locations
Create Product Identify your products or services that have unique taxing
situations by state and local levels
Customer Exceptions On a state‐by‐state basis, specify how to tax customers with
exceptions
Exemption Certificates Establish exemption certificate data
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Exception Rates (Override) Define tax override situations
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8. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
TDM Dependencies
Exemption
Certificates
Create
Customer
Customer
Exceptions
Create Exception
Create
Create Product
Product
Company/ Rates
Product Exceptions
Division (Override)
Jurisdiction
Exceptions
(GeoCode)
Collect Tax
In…(Master)
Location
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Tax Decision Maker
Participant Workbook Hands‐On Activities
Reports
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9. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
Vertex Q Series Components
ERP Vertex Q Series
APIs
GeoCoder API
Sales and Use Tax API
Calc Engine Databases User applications
(financial system, billing
system, accounts GeoCoder TDM
receivable…) Rate Utilities
Register Lookup
TDM Resources
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System Workflow
Invoices
P.O.s
Reports
Financial system
GeoCoder Sales and
API Use Tax API
Mgmt.
Reports
Monthly Update Monthly Update Monthly Update
GEOMAST2 SEQMAST TMTMAST33
Lookup TDM User Interface Register Utilities
TAX2000
Lookup TDM
26 Reports Reports
Types of Reports
 Monthly Update Change List Report
 TDM Reports
 Register Reports
 Register Extract
 Before and After Report
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10. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
Register Database Records
 Records are the result of transaction
processing
 Contain the following data elements
• Information from the:
̶ Financial system
Financial system
̶ Rate database
̶ GeoCoder database
̶ TDM database
• Tax calculation results
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Summary
Summary
Can you?
 Identify Vertex Q Series system components
 Explain GeoCode assignment
 Explain calculation functionality
 Explain system data flow
 Understand system customization with your
tax exceptions
 Describe the standard reporting function
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11. HT303 ‐ Hands‐On: Basics of Vertex Sales Tax 10/23/2012 3:35 PM ‐ 5:15 PM
Q Series
Questions and Answers
Q A
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Contact Information
 Vertex Training
• 1.877.455.2645
• Email: training.registration@vertexinc.com
 Product Support
• 1 800 281 1900
1.800.281.1900
• Product Code 4710
• Email: Returns@vertexinc.com
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Thank You!
 Please complete the session evaluation
 Let us know how we can serve you better
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