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  • Case Study - Integrys
  • Case Study - Integrys
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Longview Tax - Individual-Level Certification

The Individual Certification program recognizes individuals who invest the time and resources to become proficient in Longview Tax.

There are two types of Individual Certification:

Longview Tax Demonstrator

Who should apply for this certification? This certification is designed for individuals who want in-depth knowledge of the Longview Tax solution for demonstration purposes.

To become a certified Longview Tax Demonstrator:

  • Longview Tax Demonstrator one day workshop
  • CPE Credits: 8.5

    Hands-On: 25%

    Duration
    One day (9am -5pm)

    Materials
    Resource and Task Guide

    Delivery Method
    Group-live instructor-led workshop, Group-live internet-based

    Fees

    Location Cost
    On Site $3500 (limit of 15 students)

    Program Level: Intermediate

    Pre-Requisites

    • Longview Tax Online Product Demonstration

    You will learn about...

    • the features and capabilities of Longview Tax
    • the functionality included in the standard 'out of the box' product
    • review ABC Company's Annual Provision from A to Z
    • the differences between the FAS109 and IAS12 product
    • the functional areas that can be configured to meet client needs
    • the differences between the FAS109 and IAS12 product
    • product strengths
    • Benefits of using Longview Tax
    • How to position Longview Tax with your customers

    Additional Information

    • No advanced preparation required

    Agenda

    • Features and capabilities of Longview Tax Functional Areas that can be Expanded
    • Benefits of Longview Tax
    • Review Product Strengths
    • Product positioning in the market
    • Walkthrough of ABC’s Annual Provision:
      • Sample Tax Workpapers
      • Tax Schedules
      • Reports
    • Excel Add-in
  • Score of over 80% on an exam

Longview Tax Consultant

Who should apply for this certification?
This certification is designed for individuals who will be participating in a Longview Tax implementation project.

To become a certified Longview Tax Consultant:

  • Longview Tax Consultant three day in-class workshop
  • CPE Credits: 25

    Hands-On: 50%

    Duration
    Three days (9am -5pm)

    Materials
    Resource and Task Guide

    Delivery Method
    Group-live instructor-led workshop

    Fees

    Location Cost
    On Site $10500 (limit of 10 students)

    Program Level: Intermediate

    Pre-Requisites

    • Familiarity with Corporate Tax provisioning for IAS12
    • Basic knowledge of Microsoft Excel

    You will learn about...

    • the features and capabilities of Longview Tax
    • the functionality included in the standard ‘out of the box’ product
    • ABC Company’s Annual Provision from A to Z
    • how to prepare the system for next year’s tax provision
    • how to use Advanced features in the Longview Excel Add-in

    Additional Information

    • No advanced preparation required

    Agenda

    • Walkthrough of ABC’s Annual Provision
    • Sample Tax Workpapers
    • Tax Schedules & Reports
    • Excel Add-in
    • Add Trial Balance Accounts
    • Perm/Temp Automation
    • Adding Entities
    • Loading Exchange Rates
    • Importing Data
    • Update Dashboard
    • Reports & Batches
    • Updating User Security
  • Completion of 120 hours participating on Longview Tax implementations
  • Score of over 80% on an exam

Note: Individuals will be required to recertify every 18 months. Recertification ensures that all individuals are firms are up-to-date with the Longview platform and performing the best practices. Recertification may require a refresher course or participating in a Longview Tax Implementation using the most-recent version of Longview Tax and an exam.