Vertex^® O Series^® 4.0 - Accurate, Flexible, Proven

A new degree of flexibility solves even the most complex tax problems

Vertex O Series 4.0 is now available with new features that extend the flexibility and improve the precision of taxability determination. If your tax department is dealing with complex transaction tax issues that are specific to your industry or business, a solution is now available to address them – with ease.

Increase the Level of Automation
Are there special transaction taxes such as liquor taxes, excise taxes, hotel occupancy taxes, fees, or surcharges, that you have been forced to manage manually? These calculations can be easily automated with Vertex O Series Version 4.0. Multiple additional taxes are set up in Taxability Manager with a user-defined type and description that fits a specific business need, for any jurisdiction in the system.

Tailored to Your Needs
Do your company's transactions have complex taxability that requires more than the standard customer, product, and usage identifiers? The input data accepted through the financial system interface can be specific to each implementation. The number of data elements needed, their data type, and their name/description are all completely configurable to accommodate situations when a large number of qualifying conditions are required for accurate taxability. .

Flexible Rule Building
Are you continually faced with a "less than ideal" tax solution because the data needed for accurate tax determination is not available from the financial system? The new Tax Assist feature has the flexibility you need to overcome any potential constraints of the financial system interface. Tax Assist is a flexible rule builder used to create logical if/then statements, using any combination of input data elements to drive specific tax results. A lookup table can be referenced by the rules to augment transaction data with data that in unavailable from the financial system. And, Tax Assist is integrated with the built-in security model of O Series so it can be fully leveraged even in a Sarbanes-Oxley controlled environment.

Contact Us to Learn More
If you are already realizing the benefits of Vertex O Series as a current user, contact Vertex Customer Support (800.281.1900) for more details on the enhancements included in the 4.0 release.

Or visit the Customer Café for a full description of feature enhancements. (You must be registered to enter the Customer Café)

If you're just getting to know O Series and would like to hear more about how it can help your tax department manage transaction taxes efficiently simply fill out our web form or call us at 800.355.3500.

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