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.