Case Studies

Indirect Tax Case Studies

• Starbucks Finds Vertex's Service is the Differentiator for a Successful ERP and Vertex Upgrade
  The Vertex and Starbucks partnership tackles significant technical and taxspecific challenges. As a result, Starbucks accesses increased value and return from the company's Vertex O Series investment.
• Vertex and True Value – Sales & Use Tax Returns Outsourcing
  True Value Company chose returns outsourcing to manage what had become a time-consuming burden for a relatively small internal tax staff.
• Vertex and Systagenix – VAT
  Systagenix Wound Management streamlined transaction tax compliance across North America, the UK, Europe, and South Africa using Vertex automation technology linked to its SAP ERP system.
• Tackling Consumer Use Tax Challenges and Risks
  Explore how a large, complex, Fortune 500 manufacturing company successfully transitioned to an automated, best-practice driven approach for consumer use tax compliance.
• Vertex and Toyota Financial Services – Leasing
  When Toyota Financial Services moved to streamline business processes and increase operational efficiencies, it turned to Vertex® Indirect Tax O Series® for Leasing.
• Vertex and SAP – ERP
  A recent upgrade to Vertex® Indirect Tax O Series® software helped SAP America, Inc., manage tax processes related to sales and purchases more quickly, give its tax department more control, and enhance regulatory compliance. Further, the software upgrade helped lay the foundation for future business growth.

Direct Tax Case Studies

• Vertex and Dole – Vertex Data & Workflow Management
  Learn how Vertex Data & Workflow Management helped Dole rise out of the mire of manual processes and achieve new efficiencies in tax data management.
• Vertex and Olympus Corporation of the Americas (OCA) – Vertex Provision
  As OCA’s tax department faced new expectations and challenges, it was clear something had to change. It fully implemented Vertex® Provision software, a solution that could handle complex tax scenarios and heavy processing loads, offer even better reporting, and keep data at OCA's fingertips.
  
• Vertex and Fairmount Minerals, Ltd. – Income Tax Domestic
  When Fairmount Minerals decided to bring return preparation and filing back into the organization, it chose Vertex Income Tax Domestic for ease of use, flexibility, and competence in handling complex filing requirements.
• Vertex and ING Financial Holdings Corp. – Income Tax and Provision
  When ING Financial Holdings Corporation looked to streamline operations for federal, state, and local returns processing, they turned to Vertex® Income Tax Domestic and Vertex® Provision Central Tax Office (CTO).
• Vertex and AEGON – Income Tax
  Frustrated by a system that required as much programming knowledge as it did tax expertise, AEGON wanted a tax compliance solution that would empower instead of hinder their tax department. The solution was simple; AEGON selected Vertex as its income tax partner. Key factors driving this decision were the opportunity to simplify internal processes, save employees time, and reduce the tax department’s dependence on the IT department for support.