Course Descriptions

Course Descriptions
Taxware Enterprise related courses
T90O	Taxware Enterprise Training - On-Site
T90R	Taxware Enterprise Training - Regional
T90W	Taxware Enterprise Training - Wakefield, MA
T91	Taxware Enterprise Web Based Training (1 Day)
T92	Taxware Enterprise Web Based Training
T93	Taxware Enterprise Training for IT Professionals (Oracle Based) Web Based
T94	Taxware Enterprise Training for IT Professionals (Microsoft SQL Based) Web Based
ADP Taxware Sales and Use Tax System related courses
T10O	ADP Taxware Sales and Use Tax System Training (C Language) - On-Site
T10R	ADP Taxware Sales and Use Tax System Training - Regional (C Language) - Regional
T10W	ADP Taxware Sales and Use Tax System Training (C Language) - Wakefield, MA
T11	ADP Taxware Sales and Use Tax System Training (PLSQL Language)
T12	ADP Taxware Sales and Use Tax System Training (Cobol Language)
T13	ADP Taxware Sales and Use Tax System Training (RPG/AS400 Language)
T14	Sales and Use Tax System Web Based Training
T16	Sales and Use Tax System Web Based Training (1 Day)
TaxSolver related courses
T30O	ADP Taxware TaxSolver Training - On-Site
T30R	ADP Taxware TaxSolver Training - Regional
T30W	ADP Taxware TaxSolver Training - Wakefield, MA
T35	TaxSolver Web Based Training (1 Day)
T36	TaxSolver Web Based Training
Additional offered courses
T40	ADP Taxware WorldTax Training
T100	Introduction to Sales and Use Taxes

Taxware Enterprise related courses

T90O Taxware Enterprise Training - On-Site Pricing Onsite: $4500 (1-6 people), $6500 (7-12 people) All On-Site classes are subject to additional facilitator travel and expenses as well as shipping costs for the portable classroom Duration: Two days Description: T90O is an introductory course, focusing on a ‘big picture' overview of Taxware Enterprise. We will walk from beginning to end through the system, stopping along the way to explain and illustrate some essential configurations and basic system functionality. Target Audience: Tax professionals responsible for the administration and use of the Taxware Enterprise System to process international and domestic transaction taxes. Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills and understanding of transactional consumption taxes. Level of Knowledge: Basic Course Objectives: Demonstrate familiarity with the Taxware Enterprise system Use Taxware Enterprise to: Create New Organizations Manage Tax Obligations Map Goods/Services codes and Entity/Use codes Run Reports Set up basic administrative configurations Set up custom taxing jurisdictional information Discuss basic system maintenance including updating the Taxware Enterprise System CPE Credits: 13 Register* [to top]
T90R Taxware Enterprise Training - Regional Pricing Regional: $1300 per person Duration: Two days Description: T90R is an introductory course facilitated regionally across the country, focusing on a ‘big picture' overview of Taxware Enterprise. We will walk from beginning to end through the system, stopping along the way to explain and illustrate some essential configurations and basic system functionality. Target Audience: Tax professionals responsible for the administration and use of the Taxware Enterprise System to process international and domestic transaction taxes. Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills and understanding of transactional consumption taxes. Level of Knowledge: Basic Course Objectives: Demonstrate familiarity with the Taxware Enterprise system Use Taxware Enterprise to: Create New Organizations Manage Tax Obligations Map Goods/Services codes and Entity/Use codes Run Reports Set up basic administrative configurations Set up custom taxing jurisdictional information Discuss basic system maintenance including updating the Taxware Enterprise System CPE Credits: 13 [to top]
T90W Taxware Enterprise Training - Wakefield, MA Pricing Wakefield, MA: $1300/person Duration: Two days Description: T90W is an introductory course facilitated in Wakefield, MA, focusing on a ‘big picture' overview of Taxware Enterprise. We will walk from beginning to end through the system, stopping along the way to explain and illustrate some essential configurations and basic system functionality. Target Audience: Tax professionals responsible for the administration and use of the Taxware Enterprise System to process international and domestic transaction taxes. Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills and understanding of transactional consumption taxes. Level of Knowledge: Basic Course Objectives: Demonstrate familiarity with the Taxware Enterprise system Use Taxware Enterprise to: Create New Organizations Manage Tax Obligations Map Goods/Services codes and Entity/Use codes Run Reports Set up basic administrative configurations Set up custom taxing jurisdictional information Discuss basic system maintenance including updating the Taxware Enterprise System CPE Credits: 13 [to top]
T91 Taxware Enterprise Web Based Training (1 Day) Pricing Online: $1799 (1-6 people), $2299 (7-12 people) Duration: One day Description: T91 is an introductory course, focusing on a ‘big picture' overview of Taxware Enterprise. We will walk from beginning to end through the system, stopping along the way to explain and illustrate some essential configurations and basic system functionality. Target Audience: Tax professionals responsible for the administration and use of the Taxware Enterprise System to process international and domestic transaction taxes. Advance Preparation: None Instructional Method: Web Based - Instructor Demonstrated Prerequisites: Basic PC skills and understanding of transactional consumption taxes. Level of Knowledge: Basic Course Objectives: Demonstrate familiarity with the Taxware Enterprise system Use Taxware Enterprise to: Create New Organizations Manage Tax Obligations Map Goods/Services codes and Entity/Use codes Run Reports Set up basic administrative configurations Set up custom taxing jurisdictional information Discuss basic system maintenance including updating the Taxware Enterprise System CPE Credits: 7 Register [to top]
T92 Taxware Enterprise Web Based * Registration for Web Based Classes closes four (4) days prior to the scheduled course to allow for sufficient facilitator preparation time. Pricing Online: $399 per person. Duration: Three hours Description: This is an overview course focusing on the common aspects involved in the setup and configuration of the Taxware Enterprise system. Target Audience: Professionals responsible for the adminisration and setup of the Taxware Enterprise System. Advance Preparation: None Instructional Method: Web Based - Instructor Demonstrated Prerequisites: Basic PC skills and understanding of transactional consumption taxes. Level of Knowledge: Basic Course Agenda Setup Basic Administrative Configurations Create New Legal Entities Configure Legal Entity Based Taxing Decisions Test System Configurations Run Reports CPE Credits: 3 [to top]
T93 Taxware Enterprise Training for IT Professionals (Oracle Based) Web Based Pricing Online: $399 (1-6 People). Duration: Three hours Description: T93 is an introductory course, focusing on the installation of Taxware Enterprise within various Application Server environments. We will walk from beginning to end through the installation of the system, focusing on an Oracle database within the WebLogic, WebSphere and JBoss application server environments. Target Audience: IT professionals responsible for the installation of the Taxware Enterprise System. Advance Preparation: None Instructional Method: Web Based - Instructor Demonstrated Prerequisites: PC skills, and knowledge of the Oracle database environment. Level of Knowledge: Basic Course Agenda Console vs. GUI install Prerequisites TWE Oracle DB install TWE WebLogic install TWE WebSphere install TWE JBoss install Adapters TWE Install Exercise CPE Credits: 3 Register [to top]
T94 Taxware Enterprise Training for IT Professionals (Microsoft SQL Based) Web Based Pricing Online: $399 (1 - 6 people) Duration: Three hours Description: T94 is an introductory course, focusing on the installation of Taxware Enterprise within various Application Server environments. We will walk from beginning to end through the installation of the system, focusing on a Microsoft SQL database within the WebSphere and JBoss application server environments. Target Audience: IT professionals responsible for the installation of the Taxware Enterprise System. Advance Preparation: None Instructional Method: Web Based - Instructor Demonstrated Prerequisites: Basic PC skills, and knowledge of the Microsoft SQL database environment Level of Knowledge: Basic Course Agenda Console vs. GUI install Prerequisites TWE Oracle DB install TWE WebSphere install TWE JBoss install Adapters TWE Install Exercise CPE Credits: 3 Register [to top]

Sales and Use Tax System related courses

T10O Sales and Use Tax System Training (C Language) - Onsite Pricing Onsite: $4500 (1-6 people), $6500 (7-12 people) All On-Site classes are subject to additional facilitator travel and expenses as well as shipping costs for the portable classroom Duration: Two days Description: T10O is an introductory course covering the ADP Taxware Sales and Use Tax System for the C Programming Language Version. Target Audience: Sales and use tax professionals responsible for the administration of the ADP Taxware Sales and Use Tax, VeraZip and STEP Systems (C Version) Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills Level of Knowledge: Basic Course Objectives* Demonstrate familiarity with the ADP Taxware Sales and Use Tax System (C version). Install the ADP Taxware Sales and Use Tax System in a Windows environment. Identify ADP Taxware implementation issues to satisfy business requirements and promote better project management. Describe how the ADP Taxware Sales and Use Tax System (C programming language version) processes information based on what is passed in from ERP systems. Use the Sales and Use Tax Toolkit to; set nexus by company master record, map material numbers to ADP Taxware product codes and run reports. Use the STEP system to input and maintain AR and AP based tax exemption records. Explain how the system stores processing results. Perform a monthly system update and test the system. CPE Credits: 13 Register [to top]
T10R Sales and Use Tax System Training - Regional (C Language) Pricing Regional: $1300 per person Duration: 1 1/2 days Description: T10R is an introductory course covering the Sales and Use Tax System for the C Programming Language Version. Target Audience: Sales and use tax professionals responsible for the administration of the Sales and Use Tax, VeraZip and STEP Systems (C Version) Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills Level of Knowledge: Basic Course Objectives Demonstrate familiarity with the Sales and Use Tax System (C version). Install the Sales and Use Tax System in a Windows environment. Identify ADP Taxware implementation issues to satisfy business requirements and promote better project management. Describe how the Sales and Use Tax System (C programming language version) processes information based on what is passed in from ERP systems. Use the Sales and Use Tax Toolkit to; set nexus by company master record, map material numbers to ADP Taxware product codes and run reports. Use the STEP system to input and maintain AR and AP based tax exemption records. Explain how the system stores processing results. Perform a monthly system update and test the system. CPE Credits: 9 [to top]
T10W Sales and Use Tax System Training (C Language) - Wakefield, MA Pricing Onsite: $1300 per person Duration: Two days Description: T10W is an introductory course covering the Sales and Use Tax System for the C Programming Language Version. Target Audience: Sales and use tax professionals responsible for the administration of the ADP Taxware Sales and Use Tax, VeraZip and STEP Systems (C Version) Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills Level of Knowledge: Basic Course Objectives Demonstrate familiarity with the Sales and Use Tax System (C version). Install the Sales and Use Tax System in a Windows environment. Identify ADP Taxware implementation issues to satisfy business requirements and promote better project management. Describe how the Sales and Use Tax System (C programming language version) processes information based on what is passed in from ERP systems. Use the Sales and Use Tax Toolkit to; set nexus by company master record, map material numbers to ADP Taxware product codes and run reports. Use the STEP system to input and maintain AR and AP based tax exemption records. Explain how the system stores processing results. Perform a monthly system update and test the system. CPE Credits: 13 [to top]
T11 Sales and Use Tax System Training (PLSQL) Pricing Onsite: $2500 (1-6 people), $3500 (7-12 people) All On-Site classes are subject to additional facilitator travel and expenses as well as shipping costs for the portable classroom Duration: One day Description: T11 is an introductory course covering the Sales and Use Tax System for the PLSQL Version. Target Audience: Sales and use tax professionals responsible for the administration of the Sales and Use Tax System (PLSQL Version). Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills, an understanding of PL/SQL and basic SQLPlus commands. Level of Knowledge: Basic Course Objectives: Demonstrate familiarity with the Sales and Use Tax System (PLSQL version). Identify ADP Taxware implementation issues to satisfy business requirements and promote better project management. Describe how the Sales and Use Tax System (PLSQL version) processes information based on what is passed in from ERP systems. Use the Sales and Use Tax Appliance and STEP to; set nexus by company master record, map material numbers to ADP Taxware product codes, run reports, and input and maintain AR based tax exemption records. Explain how the system stores processing results. Perform a monthly system update and test the system. CPE Credits: 6.5 Register [to top]
T12 Sales and Use Tax System Training (COBOL) Pricing Onsite: $2500 (1-6 people), $3500 (7-12 people) All On-Site classes are subject to additional facilitator travel and expenses as well as shipping costs for the portable classroom Duration: One day Description: T12 is an introductory course covering the Sales/Use Tax Systems for the COBOL Version. Target Audience: Sales and use tax professionals responsible for the administration of the Sales and Use Tax System (COBOL Version). Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills Level of Knowledge: Basic Course Objectives: Demonstrate familiarity with the Sales and Use Tax System (COBOL version). Identify ADP Taxware implementation issues to satisfy business requirements and promote better project management. Describe how the Sales and Use Tax System (COBOL version) processes information based on what is passed in from ERP systems. Set nexus by company master record, map material numbers to ADP Taxware product codes, run reports, and input and maintain tax exemption records. Explain how the system stores processing results. Perform a monthly system update and test the system. CPE Credits: 6.5 Register* [to top]
T13 Sales and Use Tax System Training (RPG/AS400) Pricing Onsite: $2500 (1-6 people), $3500 (7-12 people) All On-Site classes are subject to additional facilitator travel and expenses as well as shipping costs for the portable classroom Duration: One day Description: T11 is an introductory course covering the Sales and Use Tax System for RPG/AS400 Version. Target Audience: Sales and use tax professionals responsible for the administration of the Sales and Use Tax System (RPG/AS400 Version). Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills, an understanding of PL/SQL and basic SQLPlus commands. Level of Knowledge: Basic Course Objectives: Demonstrate familiarity with the Sales and Use Tax System (RPG/AS400 ). Identify ADP Taxware implementation issues to satisfy business requirements and promote better project management. Describe how the Sales and Use Tax System (RPG/AS400) processes information based on what is passed in from ERP systems. Set nexus by company master record, map material numbers to ADP Taxware product codes, run reports, and input and maintain tax exemption records. Explain how the system stores processing results. Perform a monthly system update and test the system. CPE Credits: 6.5 Register [to top]
T14 Sales and Use Tax System Web Based * Registration for Web Based Classes closes four (4) days prior to the scheduled course to allow for sufficient facilitator preparation time. Pricing Online: $399 per person. Duration: Three hours Description: This is an overview course covering the Sales and Use Tax System. The instructor led exercises will incorporate the C System Programming Language. Target Audience: Sales and Use Tax professionals responsible for the administration of the ADP Taxware Sales/Use Tax Systems. Advance Preparation: None Instructional Method: Web Based - Instructor Demonstrated Prerequisites: Basic PC skills Level of Knowledge: Basic Course Agenda Preface: What is Sales Tax, What is Use Tax? ‘Big Picture' of the SUT C, PLSQL, RPG and COBOL Systems System Order of Processing: Where, Who, What Tax Configuration – Nexus (Where) Tax Configuration – Sales Tax Exemption Processing (Who) Tax Configuration – Product Codes (What) Transactional Data Storage – taxaudit System Reports Basic System Maintenance – Monthly Updates CPE Credits: 3 [to top]
T16 Sales and Use Tax System Web Based (1 Day) Pricing Online: $1799 (1-6 people), $2299 (7-12 people) . Duration: One Day Description: This is an overview course covering the Sales/Use Tax Systems. The instructor led exercises will incorporate the C System Programming Language. Target Audience: Sales and Use Tax professionals responsible for the administration of the Sales and Use Tax System. Advance Preparation: None Instructional Method: Web Based - Instructor Demonstrated Prerequisites: Basic PC skills Level of Knowledge: Basic Course Agenda Preface: What is Sales Tax, What is Use Tax? ‘Big Picture' of the SUT C, PLSQL, RPG and COBOL Systems System Order of Processing: Where, Who, What Tax Configuration – Nexus (Where) Tax Configuration – Sales Tax Exemption Processing (Who) Tax Configuration – Product Codes (What) Transactional Data Storage – taxaudit System Reports Basic System Maintenance – Monthly Updates CPE Credits: 7 Register [to top]

TaxSolver related courses

T30O TaxSolver Training - Onsite Pricing Onsite: $4500 (1-6 people), $6500 (7-12 people) All On-Site classes are subject to additional facilitator travel and expenses as well as shipping costs for the portable classroom Duration: Two days Description: This is a comprehensive course focusing on the common aspects involved in the basic configuration and form preparation using the ADP Taxware TaxSolver System. Target Audience: Professionals responsible for the technical and tax aspects of the implementation and regular usage of the ADP Taxware TaxSolver System. Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic understanding of Microsoft SQL Server or database concepts. Basic understanding of the preparation of US Sales and Use tax returns. Level of Knowledge: Basic Course Objectives: Demonstrate basic administrator configurations Import tax data from the ADP Taxware taxaudit file Examine additional data feeds to be imported and identify key pieces of tax data information Import tax data from secondary sources Focus on a sample Microsoft® Excel file, Demonstrate how and when to advance the stages of the system Workflow to produce a finalized return Run reports from the ReportSolver module Update TaxSolver with Monthly update file CPE Credits: 13 Register* [to top]
T30R TaxSolver Training - Regional Pricing Regional: $1300 per person Duration: 1 1/2 days Description: This is a comprehensive course focusing on the common aspects involved in the basic configuration and form preparation using the ADP Taxware TaxSolver System. Target Audience: Professionals responsible for the technical and tax aspects of the implementation and regular usage of the ADP Taxware TaxSolver System. Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic understanding of Microsoft SQL Server or database concepts. Basic understanding of the preparation of US Sales and Use tax returns. Level of Knowledge: Basic Course Objectives: Demonstrate basic administrator configurations Import tax data from the ADP Taxware taxaudit file Examine additional data feeds to be imported and identify key pieces of tax data information Import tax data from secondary sources Focus on a sample Microsoft® Excel file, Demonstrate how and when to advance the stages of the system Workflow to produce a finalized return Run reports from the ReportSolver module Update TaxSolver with Monthly update file CPE Credits: 9 [to top]
T30W TaxSolver Training - Wakefield, MA Pricing Onsite: $1300/ Person Duration: Two days Description: This is a comprehensive course focusing on the common aspects involved in the basic configuration and form preparation using TaxSolver. Target Audience: Professionals responsible for the technical and tax aspects of the implementation and regular usage of TaxSolver. Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic understanding of Microsoft SQL Server or database concepts. Basic understanding of the preparation of US Sales and Use tax returns. Level of Knowledge: Basic Course Objectives: Demonstrate basic administrator configurations Import tax data from the ADP Taxware taxaudit file Examine additional data feeds to be imported and identify key pieces of tax data information Import tax data from secondary sources Focus on a sample Microsoft® Excel file, using ImportSolver to import data Demonstrate how and when to advance the stages of the system Workflow to produce a finalized return Run reports from the ReportSolver module Update TaxSolver with Monthly update file CPE Credits: 13 [to top]
T35 TaxSolver Web Based Training (1 Day) Pricing Online : $1799 (1-6 people), $2299 (7-12 people) Duration: One day Description: This is a comprehensive course focusing on the common aspects involved in the basic configuration and form preparation using TaxSolver. Target Audience: Professionals responsible for the technical and tax aspects of the implementation and regular usage of TaxSolver. Advance Preparation: None Instructional Method: Web Based - Instructor Demonstrated Prerequisites: Basic understanding of Microsoft SQL Server or database concepts. Basic understanding of the preparation of US Sales and Use tax returns. Level of Knowledge: Basic Course Objectives: Demonstrate basic administrator configurations Import tax data from the ADP Taxware taxaudit file Examine additional data feeds to be imported and identify key pieces of tax data information Import tax data from secondary sources Focus on a sample Microsoft® Excel file Demonstrate how and when to advance the stages of the system Workflow to produce a finalized return Run reports from the ReportSolver module Update TaxSolver with Monthly update file CPE Credits: 7 Register [to top]
T36 TaxSolver Web Based * Registration for Web Based Classes closes four (4) days prior to the scheduled course to allow for sufficient facilitator preparation time. Pricing Online: $399 per person. Duration: Three hours Description: This is an overview course focusing on the common aspects involved in the import of data onto various forms using TaxSolver. Target Audience: Professionals responsible for the preparation of forms utilizing TaxSolver. Advance Preparation: None Instructional Method: Web Based - Instructor Demonstrated Prerequisites: Basic understanding of Microsoft SQL Server or database concepts. Basic understanding of the preparation of US Sales and Use tax returns. Level of Knowledge: Basic Course Agenda TaxSolver Role Definitions Taxware Extractor Data Import - taxaudit Returns Advancing Workflow Working With Returns CPE Credits: 3 [to top]

Additional courses

T40 WorldTax Training Pricing Onsite: $2500 (1-6 people), $3500 (7-12 people), plus trainer travel and expenses Duration: One day Description: T40 is an introductory course covering WorldTax. Target Audience: Tax professionals responsible for the administration and use of WorldTax. Advance Preparation: None Instructional Method: Group - Live Prerequisites: Basic PC skills Level of Knowledge: Basic Course Objectives: Review basic concepts in consumption taxation. Demonstrate familiarity with WorldTax. Identify implementation issues to satisfy business requirements and promote better project management. Learn how WorldTax processes information based on what is passed in from financial applications of ERP systems. Use the Toolkit to: Set up company records, map your material numbers to ADP Taxware Commodity/Service Codes, run reports and update master files. Understand how the system stores processing results. Learn how to update the system files monthly. CPE Credits: 6.5 Register [to top]
T100 Introduction to Sales and Use Taxes * Registration for Web Based Classes closes four (4) days prior to the scheduled course to allow for sufficient facilitator preparation time. Pricing Online: $399 per person Duration: Three hours Description: The purpose of this presentation is to provide the audience with an understanding of some of the concepts and issues that are fundamental to sales and use tax in the United States . The course also provides the student with an initial insight into some of the more complex problems in the area of sales tax, and serves as a starting point for further research and study. Target Audience: This course is primarily designed for new employees/customers/partners with little to no previous experience in the field of transaction taxes. It is also designed for those individuals who do not specifically deal with sales tax issues on a day to day basis, and would appreciate a refresher in the fundamentals. Advance Preparation: None Instructional Method: Web Based - Instructor Demonstrated Prerequisites: None Level of Knowledge: Basic Course Agenda A Brief Overview of Transaction Taxes Types of Transaction Taxes Sales Tax versus Use Tax Sources of Tax law What is Subject to Tax? What is Often Exempt from Tax? The Tax Point Sourcing the Transaction An Overview of Industry Specific Tax Rules Fundamental Tax Compliance Responsibilities CPE Credits: 3 [to top]