Streamline tax compliance with Vertex integrations for SAP S/4HANA

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Are you an SAP customer looking to streamline your tax compliance processes? As a certified SAP partner, we at Vertex offer a robust solution through our Vertex Accelerator+ for SAP ERP, part of our wider catalogue of PLUS Tools solutions. Our integrations are designed to simplify tax compliance by automating complex processes and supporting accurate determination and reporting. Leverage automated tax calculation and determination, supporting transactions that can be processed precisely based on pre-configured rules and rates.

Our solutions facilitate compliance management by helping businesses meet local and international VAT regulations, as well as simplifying tax reporting and documentation. Our integrated VAT processing works seamlessly with other SAP modules, such as finance, sales, and procurement, ensuring consistent VAT handling across the system. Additionally, the customizable configuration allows businesses to set up VAT codes, jurisdictions, and specific regional rules tailored to their needs, offering a scalable solution that grows with the company. This integration enhances operational efficiency and extends the value of your SAP investment by providing a centralized and user-friendly interface for managing tax compliance.

Benefits of Vertex-SAP S/4HANA Integration

Vertex offers embedded tax automation. Vertex Accelerator+ and PLUS Tools integrate directly into SAP, replacing manual workarounds with dashboards, drag-and-drop mapping, and pre-built reports -all within SAP. With a future-proof design Vertex is built for SAP’s Clean Core and cloud-first roadmap, reducing upgrade risk and ensuring adaptability. Centralized compliance streamlines invoicing, billing, tax reporting, reconciliation, and audit defense with tools like Diagnostax and VENDORecon. With Vertex reduce cost and risk. Automated e-invoicing, e-filing, exemption certificate management, and invoice validation cut compliance costs on top of the time savings and process productivity when adding real time tax determination, nexus tracking, and support for complex scenarios (drop shipment, triangulation, multi-leg flows).

More accurate and real-time tax calculations.

Maintain up-to-date tax data, which is crucial for compliance and financial accuracy. Integrating with other SAP modules offers a seamless, reliable flow of information across different business functions, improving overall operational efficiency.

Enhanced compliance

Our integration helps streamline tax reporting processes, reducing the risk of errors and improving adherence to regulatory requirements across different jurisdictions. Support your business’ global tax management, confidently navigating a litany of complex tax laws in multiple countries.

Improve efficiency in your finance team.

Vertex’s integration with SAP S/4HANA supports automating tax-related processes, meaning that your team can focus on more value-driven tasks. Reduce the need for manual intervention and minimize the risk of costly errors. Comprehensive reporting and analytics capabilities are enhanced, providing you with detailed insights into your tax data, which can support key decision-making.

Scalability & flexibility

Our integration with SAP S/4HANA can adapt to the changing needs of your growing business. Keep your tax processes efficient and reliable as the company expands.

Audit and compliance readiness.

Optimizing your tax processes, reducing costs, and improving compliance makes it easier for your business to prepare for audits and demonstrate compliance with tax regulations.

Protecting the customer and supplier experience.

At Vertex, we understand the goal of any company, in part, is to enhance the customer experience and protect supplier relationships. By leveraging Vertex, teams can help ensure transparent and accurate pricing on invoices and eliminate unexpected charges that can lead to dissatisfaction at payment. Our focus on delivering seamless experiences not only boosts loyalty but also enhances reputation. Protect suppliers, end consumers, and margins regardless of business model, channel or activity. With Vertex, ensure accurate and consistent indirect tax across all commercial activity in the US, Canada, EMEA, APAC, LATAM, and beyond

Streamline & manage value added tax processes with our SAP integration.

Integrating Vertex with SAP S/4HANA offers a powerful solution for streamlining tax compliance processes, allowing your business to navigate the complexities of tax laws with greater ease and confidence.

Automate VAT calculation for more accurate transaction calculations.

Automate VAT calculation for more accurate transaction calculations.

Reduce the risk of errors and help your business comply with local and international VAT regulations with a comprehensive solution.

Compliance & Reporting

Facilitate accurate tax reporting and documentation.

Our compliance management tools help your business to meet regulatory requirements across different jurisdictions, whether local or global.

Flexible, configurable solutions to meet the complex requirements of tax compliance

Tailor our customizable configuration to your needs.

Set up VAT codes, jurisdictions, and specific regional rules tailored to your business. Stay confident while operating across multiple regions with varying tax laws.

Integration With Your Financial Systems

Streamline operations and enhance efficiency with an integrated solution.

Our S/4HANA integration offers seamless VAT processing with other SAP modules, such as finance, sales, and procurement, supporting consistent VAT handling throughout the system.

Our S/4HANA integration offers seamless VAT processing with other SAP modules, such as finance, sales, and procurement, supporting consistent VAT handling throughout the system.

Integrating Vertex with SAP S/4HANA offers a centralized, powerful solution for streamlining tax compliance processes, allowing your business to navigate the complexities of tax laws with greater ease and confidence. Simplify the management of various tax types, including VAT, GST, and sales tax, across numerous jurisdictions by automating tax calculations and remittances.

Unlock the Full Value of Your SAP Ecosystem with Vertex

Vertex delivers SAP-certified, clean-core integrations across ECC, S/4HANA, Ariba, Commerce Cloud, Business ByDesign, and CIM—automating tax determination, compliance, and reporting for O2C and P2P processes in 195+ countries. With tools like Vertex Accelerator+, PLUS Tools, and SAP BTP support, you get real-time tax automation, dynamic code assignment, multi-leg chain transactions, and omnichannel coverage—without custom code or upgrade risk. Vertex replaces manual workarounds with configurable dashboards, drag-and-drop data mapping, and pre-built SAP reports—accelerating deployment and reducing IT dependency. 

Purpose-Built for SAP ERP and S/4HANA

Vertex Accelerator+ for SAP ERP powers accurate, scalable tax across Order-to-Cash (O2C) and Procure-to-Pay (P2P) processes. Accelerator+ is embedded directly into SAP and includes configurable tax code management, jurisdiction mapping, VAT chain flow logic, address cleansing, and tax decision rules. Benefits include:

  • Accurate VAT/SUT determination at PO, invoice, and service entry - automatic tax code defaults on POs, Service entry and MM/FI Invoices with configurable dashboard tables, instead of hard-coded ABAP logic.
  • Tax code defaulting and GL posting alignment -  auto-assigned tax codes with setup tools.  (Including dynamic tax codes for VAT enabling customization without hassle.)
  • Data mapping for Sales orders, billing documents, POs, Service Entry, MM/FI invoices with drag-n-drop data mapping between SAP fields and Vertex fields.
  • Global supply chain management (in one interface) are all a part of the Vertex way.  Chain flow mapping for Input (procurement) and Output VAT (supplies) connects documents in a chain to ensure consistent VAT treatment, and comes with drill-in capability to better understand the tax treatment on each leg.
  • Auto-updated rates, location rules, and transaction audit history built-in.
  • Real-time tax adjustments in AP/AR (flexRFC)
  • Enhanced support for drop shipments, exemption certificates, and cross-border scenarios
  • Compatibility with SAP S/4HANA and ECC, both on-prem and cloud, supporting customers now and on their cloud journey

Vertex PLUS Tools enhance tax visibility, exception handling, and reconciliation directly in SAP. These tools close process and compliance gaps in standard SAP environments. Examples include:

  • VENDORecon for reconciling vendor-billed tax vs. expected liability
  • Diagnostax for identifying recurring use tax errors
  • FLUX Monitor and FLUX Builder for tracking master data changes and managing exemption certificates
  • flexTAX for automating tax accruals from P-Cards and other inputs
  • Drop Shipment tool for applying reciprocity and issuing tax-only credits
  • TestSuite for end-to-end tax testing across P2P and O2C workflows

Adapt to increasing transaction volumes

With Vertex, businesses reduce the burden of maintaining siloed or outdated tax tools. We offer a single point of control for tax across all SAP-connected systems. Vertex delivers purpose-built, secure, and scalable tax automation built for SAP customers operating globally and domestically.

 

Designed to align with SAP’s Clean Core principles, Vertex integrates natively into SAP S/4HANA, ECC, Ariba, CIM, Commerce Cloud, and other SAP modules—providing tax automation that spans sales, purchasing, invoicing, returns, and compliance reporting. Our solutions deliver consistent, accurate, and audit-ready tax handling across all jurisdictions, while minimizing the need for custom code or IT intervention.

 

Built on SAP BTP and endorsed by SAP, Vertex future-proofs tax automation. Vertex continues to develop on SAP Business Technology Platform (BTP) with early adoption of APIs such as SAP Tax Service, SIC-Cloud, and Ariba CIM integrations. Our solution roadmap aligns with SAP’s RISE and GROW initiatives, ensuring continuity and innovation for long-term SAP users.

 

Vertex is trusted by over 4,000 customers—including 60% of the Fortune 500. Leading SAP customers like Siemens, Ford, and BlueTriton rely on Vertex for global tax scalability, end-to-end compliance, and streamlined SAP modernization initiatives. These organizations have accelerated tax transformation while minimizing risk and reducing manual effort across teams.

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FAQ's

SAP S/4HANA tax automation streamlines tax calculation and compliance by integrating with solutions like Vertex. It helps businesses automate complex tax processes, provides full transparency and control over your tax operations across channels, functions, and regions.  With automated workflows and centralized compliance, you can:

  • Reduce costly errors and avoid audit penalties
  • Improve cash flow with faster, accurate invoicing and payments
  • Minimize the internal effort required to support tax compliance
  • Scale confidently as your system, teams, or business footprint expands

Vertex aligns tax with supply chain complexity across stores, warehouses, and shipments—drop ship, call-off stock, multi-leg routes, intercompany transfers, allocations – with jurisdictional accuracy.

Vertex supports over 20,000 jurisdictions globally with automated updates to tax rates, rules, and compliance content. Whether managing VAT in Europe, SUT in North America, GST in APAC, or The Tax Reform in Brazil, Vertex ensures consistent, accurate tax treatment across all SAP applications.  Our integration helps streamline tax reporting processes, reducing the risk of errors and improving adherence to regulatory requirements across different jurisdictions. Support your business’s global tax management, confidently navigating a range of complex tax laws in multiple countries.

Future-Ready Compliance, Built In.  As tax regulations evolve, Vertex evolves with them. Our platform is supported by an in-house global tax research team, ensuring your tax content, rates, and compliance requirements are always up to date. Whether you're operating across the U.S. or expanding internationally, Vertex enables your new system to handle complex tax scenarios without costly customizations or manual workarounds.

Ready to Go When You Are

Don’t wait until after your system goes live to think about tax. Vertex is ready to integrate now—bringing automation, accuracy, and control into your new ERP or commerce environment from the start.

As a certified SAP partner, Vertex offers real time and precise tax determination, e-invoicing and compliance solutions globally with pre-built tools designed for scale. Vertex Accelerator+ for SAP ERP, our wider catalogue of PLUS Tools, and Vertex on SAP BTP distinguish our portfolio for S/4HANA. Vertex Accelerator+ and PLUS Tools are embedded directly in SAP to support tax automation. These tools replace manual workarounds with configurable dashboards, drag-and-drop data mapping, and pre-built SAP reports—accelerating deployment and reducing IT dependency. With global country coverage, industry support across the supply chain, and deep content coverage (including highly regulated spaces such as communications, energy, healthcare, manufacturing, tech and leasing, wholesale distribution, transportation, retail, and more), our embedded tax tech and integrations simplify tax compliance and streamline operations.

SAP S/4HANA tax automation streamlines tax calculation and compliance by integrating with solutions like Vertex. It helps businesses automate complex tax processes, provides full transparency and control over your tax operations across channels, functions, and regions. With automated workflows and centralized compliance, you can:

  • Reduce costly errors and avoid audit penalties
  • Improve cash flow with faster, accurate invoicing and payments
  • Minimize the internal effort required to support tax compliance
  • Scale confidently as your system, teams, or business footprint expands

Vertex offers S/4HANA real-time global tax determination for  local and cross-border transaction accuracy.  Localized and up to date regulations, rates and rules supporting sales, purchasing, credits, accruals, invoicing, e-invoicing and billing.  The ability to handle transaction volumes and manage tax complexity and industry-specific challenges and scenarios including B2B registration validation and exemption management without core modifications.  Tax intelligence backed by gen-AI to streamline configuration, maintenance and user experience.  

Vertex provides S/4HANA tax-compliant invoices tailored to local regulations, languages and currencies, streamlining processes for businesses operating worldwide.  The ability to address multiple, country specific mandates within a single, unified e-invoicing system, eliminating the inefficiencies of managing multiple vendors and creating custom integrations to each clearing and administrative site to remain compliant.  And because invoicing is not the last step in the compliance process, the ability to more easily reconcile their transaction data with their e-reporting and periodic filings.

Vertex supports over 20,000 jurisdictions globally with automated updates to tax rates, rules, and compliance content. Whether managing VAT in Europe, SUT in North America, GST in APAC, or The Tax Reform in Brazil, Vertex ensures consistent, accurate tax treatment across all SAP applications.

Automating tax across the SAP landscape.  Vertex delivers certified, clean-core-compliant integrations across SAP ECC, SAP S/4HANA (on-premise, private, and public cloud), SAP Ariba, SAP Commerce Cloud, SAP Business ByDesign, and SAP Central Invoice Management. These integrations enable real-time tax determination, exemption handling, and compliance automation across both O2C and P2P processes—without custom code or disruption to SAP core. Global tax determination extends to 195+ countries including EMEA, APAC, LATAM, and Brazil Tax Reform.

Purpose-Built for SAP ERP and S/4HANA. Vertex Accelerator+ and PLUS Tools are embedded directly in SAP to support tax automation for Sales & Use Tax (SUT), VAT, GST, and CUT. These tools replace manual workarounds with configurable dashboards, drag-and-drop data mapping, and pre-built SAP reports—accelerating deployment and reducing IT dependency.

Vertex ensures tax compliance during SAP S/4HANA migration by delivering SAP-validated integrations and a unified tax platform that eliminates complexity. With prebuilt connectors, open APIs, implementation tools and composable architecture, Vertex integrates seamlessly across SAP ECC, S/4HANA (on-premise, private, and public cloud), Ariba, Commerce Cloud, Business ByDesign, and Central Invoice Management. This approach removes costly customizations, reduces implementation risk, and guarantees compliance readiness throughout your modernization journey.

At Vertex we know Implementing tax processes early ensures that your financial system is compliant with tax regulations from the start, reducing the risk of non-compliance issues later-on. It allows for thorough testing and validation, ensuring accurate calculations and reducing the chances of errors in tax reporting.  At Vertex we guide and  incorporate tax processes early, helping businesses streamline workflows and minimize the need for manual interventions, leading to overall process efficiency and reduced cost later on.  Identifying and addressing tax considerations early in the implementation process can help avoid costly retroactive rework or adjustments and fines due to non-compliance.  Vertex facilitates a smoother transition to S/4HANA, minimizing disruptions in operations and preventing potential bottlenecks.

Built for global scale and enterprise performance, Vertex automates real-time tax calculation, exemption handling, e-invoicing, and continuous transaction controls across 195+ countries. Features like O Series Edge ensure low latency and high availability during peak traffic, while advanced capabilities—such as VAT validation, ViDA compliance, and marketplace facilitator support—help you stay ahead of evolving regulations. By centralizing tax workflows and automating updates, Vertex gives finance, tax, and IT teams the agility to migrate confidently without increasing compliance risk or IT overhead.

Implementation timelines vary by project scope, but Vertex provides pre-built connectors and expert support for rapid deployment. Most integrations are completed in weeks, not months.  

“When you're processing 25,000 tax returns a year and 146 audits a year it's extremely important to have a partner, Vertex, where you can rely on their tax calculations. We moved 7 systems off our previous provider onto the new Vertex tax calculation engine, moved 3.5 million tax exemption certificates, and set up our us tax accrual program in less than 6 months.  After a bit, we then moved Oracle in 3 weeks onto the Vertex system.*  Increased accuracy on our consumers use tax filing and accuracy on our customer billings (which has led to helping us increase our customer satisfaction scores). We have standardized processes in the background..not just quicker in the process itself…but being more thorough…automized so the colleagues which are working in the tax area can then concentrate on other tasks.” *[50 total systems globally over time]  
Sandra Blair - Head of Indirect Tax, Siemens

Yes, Vertex enables real-time tax calculation within SAP S/4HANA, ensuring every transaction is accurately taxed based on the latest rules and rates.

Vertex tax technology helps streamline customer and audit defense, improving audit performance across sales, purchasing, billing, returns, and filing by providing automated accuracy and structured data. With features like historical data, look-up tools, and archiving, our solution ensures compliance and reduces the risk of audit penalties and consulting fees.

In the event of an audit, Vertex provides comprehensive, accurate transaction and compliance records to meet tax obligations, helping businesses prepare, manage, and respond to audits. This reduces the need for external professional services and mitigates potential penalties.

Vertex provides robust audit trails, reporting, and compliance controls for SAP S/4HANA helping business prepare for tax audits and maintain regulatory compliance. In addition, Vertex offers role based security, user authentication and authorization, in transit data encryption, in-depth audit logging, and is designed for Sarbox 404 compliance controls. Annual SOC 2 Type II assessment performed by an independent auditing agency to validate the design and implementation of controls. Audit logs help ensure SOX compliance. Federated security enhances protection. And single sign-on (SSO) improves convenience.  With BPT take advantage of centralized governance.

Vertex automates decision models based on tax relevant data including commodity, storage locations, shipping points, jurisdiction, place of supply, multi-party transactions, company codes, registration, plants, relevant meta data, etc. We provide auto-assigned tax codes with setup tools. (Including dynamic tax codes for VAT enabling customization without hassle.) Vertex auto-updated rates, location rules, with transaction audit history built-in. Vertex enables automatic tax code defaults on POs, Service entry and MM/FI Invoices with configurable dashboard tables, instead of hard-coded ABAP logic.

Vertex for SAP automates continuous transaction controls - e-invoicing, e-reporting transmission, and receipts, enhancing data security and reducing the risk of unauthorized access or data breaches. By providing accurate and timely compliance data, Vertex empowers businesses to make informed decisions and maintain full compliance with ease.

Vertex supports multi-country VAT/GST reporting, streamlining and automating the process for businesses operating globally. This ensures compliance with the latest jurisdictional requirements and reporting timelines.

Vertex VAT Compliance offers a single, integrated platform for multi-country periodic and real-time reporting requirements when used together with Vertex e-Invoicing. This helps businesses meet localization requirements more effectively.