Vertex^® Sales Tax O Series^®

By combining 30 years of tax solution expertise with the latest Internet technologies, Vertex is delivering the most accurate and flexible sales tax automation product ever.

Vertex Sales Tax O Series offers significant new benefits from the perspective of both tax and technology.

Taxability Manager - This browser-based tool is used for the efficient and effective management of the taxability applied to the transactions processed by the system. The products sold by your company can be associated with Vertex-supplied taxability rules. In addition, exemption certificates from your customers, and custom exceptions defined by your tax department can all be setup, maintained and referenced. Taxability Manager puts your company’s tax experts in complete control of the tax determination on every transaction, regardless of where, when, or how the transaction takes place.

Current Tax Compliance – Vertex will provide not only the sales tax rates but also the taxability rules in a monthly update that can be easily applied to the system. Changing even the most complex tax calculation such as a new tiered structure, is performed through a simple database update, giving you more control and assurance that you are in compliance and in step with the many changes by taxing authorities.

Centralized Tax Management – Vertex Sales Tax is a scalable and platform-independent solution, enabling the tax department to centralize tax management, transaction processing, and reporting across heterogeneous systems in your IT environment. Tax professionals gain more control over tax decisions and quicker access to enterprise level information for both day-to-day operations and audit preparation and management.

Enhanced Jurisdiction Identification – The TaxGIS component of the system identifies the appropriate taxing jurisdictions on each transaction. The full set of jurisdictions are determined, from the state, county, city, and down to low level districts such as Mass Transit Authorities, providing a high degree of accuracy for the final tax calculation.

A Common Integrated Platform – Vertex Sales Tax is built on the common platform of the Transaction Processing System. Other Vertex O Series products for lines of tax including value added tax, and consumer use tax, utilize the common capabilities of the Transaction Processing System such as setup and maintenance tools, reporting functions and a common interface to the financial system. This means simpler integration to ERP applications as well as a consistent user interface that makes it easier to learn and operate the full suite of Vertex O Series products. The Transaction Processing System was designed using broadly adopted, open, web-oriented technologies (e.g. J2EE, JSP, HTML, XML, SOAP) to maximize its flexibility, interoperability, and portability. It also provides tremendous flexibility for integration with ERP/financial software, depending on your specific business needs. Options include Direct Call (Java-to-Java), Proxy Client (via HTTP), and Web Services (SOAP, XML messages).

Multi-channel Retail Support – A single, central instance can support consistent and accurate tax calculation across all sales channels: catalog, web site, call-centers, kiosks, and retail stores.

Learn more about Vertex Sales Tax O Series here.

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