Vertex O Series, Indirect Tax Software for the Communications Industry

Automate complex calculations for complex services.

Robust tax content supports the calculation of taxes, surcharges and fees for U.S. and Canada providers of communication services, including wireless, wireline, voice over IP, cable, satellite, internet, video and audio streaming, and more. This supports the tax needs of traditional telecom service providers, as well as non-telecom companies who now provide communication services.

Improve accuracy with pinpoint jurisdiction precision.

Vertex leverages the latest geospatial technology to pinpoint tax jurisdiction assignment for improved tax accuracy. Even locations with no traditional street address, such as cell towers, can be supported using longitude and latitude coordinates.

Flexible configuration allows the tax engine to support your specific business needs.

Set up custom taxability rates and rules, franchise fees and bundled services to meet your specific business needs. Easily update configurations as your business grows.

Streamline taxability decisions for complex communications services.

A key datapoint in determining tax is where the product is used or consumed, or where the service is performed. Vertex O Series considers multiple locations (originating, determining, bill to, ship to, service, where the switches are located, etc.) when determining tax on communication services like: 

• Digital codes, prepaid cards, vouchers, all of which may be redeemed from a location different from where it was purchased or where the purchaser lives or works.
• Nomadic VoIP, mobile data hotspots, etc., which, by design, are used in multiple locations.
• Video conferencing which involves multiple parties in a variety of locations.
• Mobile phone group plans where users live in different states.

Manage complex taxability for bundled services.

Vertex O Series enables complex rules to apply taxes and fees to bundled services or “packages” that may include home Internet, premium television, landline phones, and more. These rules consider not only the types of services included, but where and how each of those services will be used.

Manage VAT calc determination for communication service providers.

In VAT regimes, telecommunications services generally fall under standard VAT rates, they face unique challenges with place of supply rules, reverse charge mechanisms for B2B transactions, and evolving real-time reporting requirements. Take advantage of our real-time cross-border and domestic tax determination logic automating location and liability determination in countries across the globe.  Examples of our unique categories in the telecom space include:

• Cable
• Telephony
• Wireless Network
• Streaming

Integrated, automated real-time and periodic reporting.

Vertex VAT Compliance integrates with the Vertex O Series calculation engine, and generates periodic VAT returns to help ensure full compliance with VAT regulations while reducing the administrative burden of managing complex telecommunications VAT requirements. 

The solution supports Europe, APAC, LATAM, and the Middle East, and includes support for:

• Reverse charge mechanisms as per Article 199a of the EU VAT Directive
• B2C supplies in accordance with Article 58
• Member State-specific reporting requirements
• Automated separation of supplies where jurisdictionally required

Vertex e-Invoicing delivers end-to-end automation to meet local e-invoicing mandates.

Leverage edge deployment to maximize performance, especially for high transaction volumes, localized failover, data residency requirements, and more.

With O Series Edge, you can deploy any number of tax calculation clusters wherever you need without having to sacrifice real-time calculation and accumulation or central management of tax policy configuration, with advanced options that can support ultra-fast response times.