Vertex Indirect Tax Intelligence

Data intelligence and insight to proactively improve tax performance and drive business decision-making.

Vertex Inc. - Vertex Cloud Indirect Tax Intelligence

Data-driven, actionable tax insight to improve tax performance

The tax department utilises some of the largest, most detailed and diverse data sets in the company. Vertex Indirect Tax Intelligence is a cloud-based data intelligence tool that leverages tax data to unlock time, capacity, and insight to help optimise compliance and audit performance, mitigate risk, and improve tax outcomes across the business.

Better understand your tax outcomes, position, and data quality

Improve tax performance and drive business decisions with dashboards that combine your tax and transaction data, Vertex tax content, and your O Series configuration setup to monitor and analyse tax metrics by entity, product, volume, amount, and location. Further unlock unique views into trends, risk, and areas for review, attention, and optimisation.


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Explore the features, benefits & highlights

View tax activity to easily identify trends and variances.

Leverage separate sales tax and use tax dashboards to review a state-by state summary of activity trends and variances for sales, purchases, taxes collected, and taxes paid for current and prior periods with filtering and drilldown capabilities for deeper insight.

Monitor progress towards various state nexus thresholds to identify upcoming registration needs.

View your sales transactions and dollar volumes by state, read from the Vertex tax engine, compared against individual state nexus thresholds to easily track and identify your upcoming registration and reporting needs.

Monitor key risk indicators and audit-triggering events to proactively address.

Identify potential risk, exposure and audit-triggering events based on changes to customer and transaction data. The dashboard highlights new products, new selling and customer locations, M&A and variances in tax amounts for individual jurisdictions.

Proactively monitor sales and use tax calculation accuracy to mitigate risk.

View separate sales tax and use tax dashboards combining Vertex monthly tax rate and rule data, tax engine transaction data, and product category mapping to highlight where rate changes impact your business so you can quickly identify risk and trends.

“Nexus expansion has significantly changed taxation for small and medium enterprises. As companies continue to navigate tax changes in the wake of the Wayfair decision, automation is essential to meet current and evolving requirements. Waiting to see what happens, or ignoring the compliance issues, can have serious consequences for your business. Leaders are recognising the need to automate and update their processes for a seamless transition to the new nexus standards and future sales and use tax changes.”

George Salis Principal Economist, Tax Policy Advisor, Vertex, Inc.

Related Products & Services

  • Vertex O Series

    Streamline indirect tax management with deep, proven tax content and software built to scale.

  • Vertex Consulting

    Expertise and services to help you maximise the ROI of your Vertex technology and improve your tax operations.


Discover More about Vertex Indirect Tax Intelligence

  • Data Sheet

    Product Details: Vertex Indirect Tax Intelligence

Leverage Data Intelligence to Improve Tax Performance

Connect with us to learn how Vertex Indirect Tax Intelligence can help the tax function improve outcomes. Submit the form to get in touch with a Vertex representative.