Vertex O Series
The industry-leading tax determination system to reduce audit risk and improve tax operations.
Vertex Tax Determination
Apply the right tax treatment at the moment of transaction, so every decision starts on solid ground.
Make every determination defensible.
Scale as your business grows.
As compliance moves into the transaction, organizations need tax determination that scales across jurisdictions, systems, and business models.
Adapt as requirements change.
Stay ahead of changing tax requirements with continuously updated tax content, embedded integrations, and centralized data to standardize tax treatment across systems and jurisdictions.
Simplify as complexity increases.
Centralize and automate tax determination to manage complexity and keep pace with your business.
Determination
Apply the right tax treatment on every transaction.
Use continuously updated global tax content and a single tax engine to determine tax in real time across sales and purchase transactions. Consistent determination is the foundation for every outcome you prove, defend, and improve.
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Vertex O Series Edge
Calculate tax at the point of transaction using edge computing.
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Vertex O Series for Brazil
Robust, automated tax determination for complex indirect tax requirements including Brazil Tax Reform.
Learn More About VAT Determination
Learn how a centralized, global tax technology solution can tackle VAT determination challenges.
SPECIALTY
Apply tax determination built for your industry.
Vertex O Series is supported by 1B+ data-driven rates and rules for sales, use, and value-added tax, continuously updated by our global research team. Industry-specific content adds precision for sectors with unique tax requirements, including communications, leasing, hospitality, retail, medical, and oil & gas.
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Vertex O Series for Communications
Stay compliant with the latest taxes, surcharges, and fees for communications services.
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Vertex O Series for Leasing
Manage the complex taxation on lease & rental transactions with confidence.
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Vertex O Series for Hospitality
Automated tax determination software built for the lodging industry.
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Vertex O Series for Oil & Gas
Manage the complexities of U.S. oil & gas sales tax determination for upstream, midstream, and downstream segments.
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Vertex O Series for Medical
Automate and streamline tax determination on global medical equipment, devices, and supplies.
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Vertex O Series for Retail
Tax automation enabling omnichannel retailers to accelerate growth.
Add-Ons
Boost tax determination accuracy with added capabilities.
Add capabilities to Vertex O Series that improve address accuracy, simplify integration, and support complex tax scenarios.
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Vertex O Series Address Cleansing
Address validation and cleansing improves tax accuracy and helps reduce risk.
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Vertex O Series Lat-Long Jurisdiction Locator
Maximize accuracy -- even without a street address.
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Vertex Accelerator+ for SAP ERP
Simplified global tax management for SAP ERP
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Vertex PLUS Tools for SAP ERP
Optimize O2C (orders-to-cash) and P2P (procure-to-pay).
Integrations
One tax engine, embedded across every system.
Embed tax determination across ERP, e-commerce, marketplace, procurement, CRM, and financial systems to apply consistent tax treatment across channels.
Featured | Technology
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Global tax determination software, or a tax engine, applies tax treatment consistently at the moment of transaction. It automates sales & use tax, VAT, and GST based on transaction details such as location, product type, customer status, and exemptions. A single tax engine integrates with ERP, e-commerce, and procurement systems to deliver consistent tax in real time, while the provider continuously updates rules and rates. Learn more about the Vertex O Series tax engine.
Tax automation systems apply localized tax rules in real time by referencing transaction details against continuously updated tax content for each country. This allows businesses to manage a wide variety of products, different sourcing rules and tax rates, thresholds, and exemptions automatically, regardless of the supply chain model or where the transaction takes place.
Accuracy depends on proper integration, up-to-date tax content, and sound sourcing logic. With those in place, a real-time engine applies the latest rates and rules consistently at the moment of transaction, reducing manual errors across ERP, e-commerce, and procurement systems.
Yes. Leading tax engines integrate with major ERPs like SAP, Oracle, NetSuite, Microsoft Dynamics, and Workday, as well as e-commerce, procurement, and other transaction systems. These embedded integrations apply tax directly within order-to-cash and procure-to-pay workflows, so a single engine standardizes tax determination globally across channels. Learn about Vertex tax engine integrations here.
Automated tax determination applies tax rules consistently across systems, channels, processes, and jurisdictions. Centralizing tax logic reduces manual intervention, improves accuracy and efficiency, and creates an audit-defensible record of every compliance decision as your business grows. Learn more about the Vertex O Series tax engine.
Take tax calculation to the Edge
Use edge computing to improve tax determination performance at the point of transaction.