Resources

Advanced ONESOURCE Indirect Tax Determination Software Training (formerly Sabrix 201)

Who Should Attend: Customers, partners, and IT professionals who want to have a more in-depth understanding of the ONESOURCE Indirect Tax determination software solution.

Description: This university-style class is intended to provide Thomson Reuters customers, partners and employees with a greater understanding of the ONESOURCE Indirect Tax determination software solution. Topics include more in-depth examination of TransEditors, rule qualifiers, reference lists, and other features of the solution. Additionally, the course details system tips and tricks and advanced support topics.

Agenda:


  • Naming custom attributes
  • Creating a custom rule with a rule qualifier
  • Using Rule qualifiers – enterprise zone using license and reference list
  • Creating a simple TransEditor
  • Creating a TransEditor with multiple actions
  • Creating a TransEditor that sets a transaction type based on product data
  • Creating a TransEditor with nested conditions
  • Creating and importing reference lists to be used in TransEditors and rule qualifiers
  • Creating a TransEditor that tests the values found in two reference lists
  • Creating a TransEditor that tests the values found in two reference lists
  • Determination Tips and Tricks

    • XML tools
    • Tax rate finder
    • Best Practices
    • Support





Course Objectives:

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


  • Demonstrate how to perform various tasks within the solution such as:
  • Creating a custom rule with a rule qualifier
  • Creating a TransEditor with multiple actions
  • Creating a custom authority
  • Name at least three tools within the ONESOURCE Indirect Tax that can help you view and export input/output data
  • Describe the troubleshooting process flow



Course Duration: One day

Program Level: Intermediate

Prerequisites: Hands-On Intro to ONESOURCE Indirect Tax Determination Software Solution (formerly Sabrix 101)

Delivery Method: Group Live

Training Course Cancellation Policy:

Invoices for Hands-On or On-Site Training are not sent until after course attendance so there are no eligible refunds for these offerings. Invoices will be sent to the mailing and email address provided by registrant.

For more information regarding administrative policies such as complaint and refund, please contact us at (866) 472-2749.

Contact Us:

If you have questions regarding training classes, email us.