Case Studies
Indirect Tax Case Studies
- Tackling Consumer Use Tax Challenges and Risks
This paper explores 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® Lease Tax O Series®.
- Vertex and SAP - ERP
A recent upgrade to Vertex® 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 Fairmount Minerals, Ltd.
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 to find 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.
