Supporting the Full End-to-End Indirect Tax Lifecycle
From tax determination and calculation to returns, e-invoicing, VAT compliance, and audit defense: see how Vertex covers it all.
Managing indirect tax is more than running calculations. It spans determination, reporting, filing, audit defense, and long-term planning. Each step carries real risk if handled in isolation. Vertex built a portfolio of solutions to support every stage of that lifecycle, so your tax, finance, and IT teams can work with confidence.
One tax engine, built to scale
Vertex O Series is the foundation. It centralizes and streamlines global indirect tax calculations across your transacting systems, with deployment options that include cloud, on-premise, edge, and hybrid. Integrations cover 150+ ERP, e-commerce, and financial platforms, including SAP, Oracle, NetSuite, Microsoft, Salesforce, Workday, Shopify, BigCommerce, and Adobe Commerce. Specialized accelerators for SAP ERP and Oracle Cloud ERP go even further, embedding tax functionality directly into your existing environment.
Add-ons that close common gaps
Beyond the core engine, Vertex offers add-on solutions that address specific pain points. Address Cleansing and Latitude/Longitude Jurisdiction Locator improve jurisdictional accuracy across 12,000+ U.S. taxing jurisdictions. Vertex Validator automates VAT ID validation in 65+ countries, reducing fraud risk and supporting audit readiness. Vertex Certificate Center automates exemption certificate collection, validation, and storage. A managed service option is available if you'd rather hand that work off entirely. Vertex Indirect Tax Intelligence turns your O Series transaction data into dashboards that surface compliance risks before they become problems.
Compliance reporting and filing, handled
On the compliance side, Vertex Indirect Tax Returns – North America generates signature-ready returns for U.S. sales and use tax and Canadian sales tax, with access to 1,400+ return forms. For VAT, Vertex e-Invoicing supports real-time e-invoice creation, submission, and archiving across global mandates, while Vertex VAT Compliance automates periodic returns and reporting across 56 countries. Prefer to outsource? The Vertex VAT Compliance Service manages global VAT registration, filing, and remittance on your behalf.
Audit defense and ongoing optimization
Retaining the right data and staying ready for audits is built into the portfolio. Robust reporting, document storage, and certificate management tools mean you're not scrambling when an auditor comes calling. Vertex also provides ongoing support through its Customer Center of Excellence (the only tax technology provider to earn HDI Support Center Certification), along with premium support tiers, Global Professional Services, and Vertex Copilot, a conversational assistant for fast access to product documentation.
No matter where you are in your tax technology journey, Vertex has a solution to help you move forward with accuracy, efficiency, and control.
Unlock the power of Continuous Compliance
As tax administrations modernize, compliance is undergoing significant changes. Ad hoc and homegrown solutions won't suffice for managing the intricacies of global tax. A holistic, centralized approach that unifies your organization's tax compliance is crucial.
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