Resource Center
Displaying 1 - 50 of 50
Resource Type Resource Date
 Whitepaper Tax Notes International: Four Visions of the Future
Vertex's Jon Sappey engages in a scenario planning exercise and discusses how companies, particularly tax departments in multinational organizations, can use similar exercises to prepare for the future and improve their operations in the present.
 Whitepaper Tax Notes International: Mexico’s CbCR Requirements Are Part of a Larger Trade Strategy

Vertex’s George Salis takes an in depth look at Mexico’s implementation of country-by-country reporting and new trade positioning.

 Whitepaper GST Tax Reform in India: Assessing the Impacts of the Historic Overhaul

Learn how the new India GST will impact your business and present new compliance challenges, as well as how tax technology addresses these complex calculation and reporting requirements, from Vertex Global Tax Lead Thomas Steppe.

 Whitepaper Challenges faced by VAT teams and how to overcome these by using tax technology

Learn about the challenges VAT teams face within their core processes of tax determination, compliance and audit and tax data management and how technology can help overcome them.

 Whitepaper A More Influential, Transformational Approach to Tax Leadership

Learn why tax needs transformational leadership to keep up with modern realities of technological, regulatory, and global change — and best practices for tax managers to influence, motivate, and stimulate those they lead.

 Whitepaper Northern Tool + Equipment Partners with Vertex for ERP Integration

Learn how a Vertex partnership helped Northern Tool + Equipment achieve a smooth ERP transition — while further streamlining its processes with the functionality and flexibility Vertex adds to Microsoft Dynamics AX — in this whitepaper.

 Whitepaper European CEO: Automated tax reporting to meet growing tax data requirements

Global authorities are demanding granular level tax data from businesses to be submitted in near real-time. Find out how tax departments can support these new requirements to ensure overall compliance.

 Whitepaper A Brave New World of Retail Tax Challenges — How Automation Solves Them

Learn the top five tax challenges facing modern retailers — and how to find the right tax automation solution to tackle them confidently and compliantly, while improving customer satisfaction and fueling growth.

 Whitepaper How Big Data is Transforming Retail Tax Functions: Tools & Tactics in the Age of Analytics

Learn how big data is providing the more robust data management retailers need to stay compliant with increasingly complex tax rules — including four automation capabilities that give retailers greater insight throughout the tax lifecycle.

 Whitepaper World Finance: Withholding Tax in Latin America: Challenges and Solutions

Learn the factors driving withholding tax complexity in several Latin American countries — from complicated exemption rules to rapidly changing legislation — and how modern technology helps businesses stay ahead of the challenge.

 Whitepaper What Are the Six Main Reasons Retailers Automate Their Tax Process?

Learn how enterprise tax automation enables retailers to address the challenges of multi-channel environments, jurisdictional complexity, tax rule changes, and the unnecessary drain on profits to cover audit exposure.

 Whitepaper Challenges European Businesses Face Navigating US Indirect Tax

Learn the challenges European businesses face when transitioning from VAT management to US sales tax management across thousands of disparate jurisdictions, and how to overcome those challenges with planning and automation.

 Whitepaper How Retail Sales Tax Complexity Adds Up — And Why Tax Automation Is the Solution

As retail companies grow, contending with new technology and stricter reporting and filing requirements, they encounter staggering sales tax complexity. Learn the factors contributing to this complexity, and how automation keeps retailers compliant.

 Whitepaper Latin American Transaction Tax Complexity in the Digital Age

Learn how a move to digital tax administration further complicates tax data management and compliance in Brazil, Mexico, and five other Latin American countries — and how automation can help.

 Whitepaper JAFRA Cosmetics Uses Vertex to Streamline Sales & Use Tax Returns

Learn how direct sales company JAFRA Cosmetics, with sellers from California to New York, streamlined their previously time, cost, and labor-intensive tax return process using Vertex Sales & Use Tax Returns—and increased deductions by 20%.

 Whitepaper Automating Income Tax Provisioning

Read the article from the SAPinsider Special Report on Financial Transformation. Nancy Manzano of the Vertex Chief Tax Office outlines how SAP users can automate and optimize provision by connecting Vertex Tax Accounting with the data in SAP BPC.

 Whitepaper Line-Based Taxation: Telecommunications Providers Address a Complex Legacy

In this whitepaper, learn about the many variables that lead to line-based telecommunications taxation complexity — from location to legislation and type of communication — and how it affects your customers and compliance.

 Whitepaper 21st Century Technology-Enabled Tax Accounting

Read the whitepaper from the Vertex Chief Tax Office to learn about the data challenges inherent in tax accounting, and how 21st century technology can master the data to enable Tax to be a more strategic business partner.

 Whitepaper Withholding Tax in Argentina, Mexico, and Brazil

In this whitepaper, learn about what makes calculating domestic withholding tax in Argentina, Mexico, and Brazil so complex, the consequences of non-compliance, and what you need to know to stay ahead of the curve.

 Whitepaper Dissecting the U.S. Treasury’s CbC Reporting Regulations

The Vertex Chief Tax Office reviews the final CbCR regulations from the U.S. Treasury, and poses 3 questions to help MNCs prepare. Read the article published in

 Whitepaper Post Supply Discounts Under India Draft GST Law

In this article published by Tax India Online, learn how the draft GST law could impact the way post supply discounts factor into GST calculation, and how that differs from post supply discounts in the VAT era.

 Whitepaper Complexities of the “Bill to – Ship to” Model Under the Draft India GST Law

In this article published by Tax Management India, learn the complexities surrounding the process of determining a good’s place of supply under the draft GST law, and who may bear responsibility for the GST when there is movement of goods.

 Whitepaper Tax Notes International: Taxing Digital Services in Argentina, Brazil, and Colombia

Published in Tax Notes International, this article discusses the challenges of taxing electronically supplied services (ESS), like digital downloads and streaming services, in Argentina, Brazil, and Colombia.

 Whitepaper The Perfect Storm Around Global Tax Planning Risk

This CEO Insight article features insights from Vertex thought leaders on the ways Brexit, BEPS, and EU State Aid will challenge MNE tax departments – and the ways that technology can mitigate these challenges.

 Whitepaper Returns Outsourcing Vendor RFP Checklist

Download this useful checklist to guide your RFP process. It covers all the important questions from experience, to data management, to reporting and client service. We’ve even pre-filled all the answers from Vertex.

 Whitepaper Tax Notes International: Tax Complexity in Latin America

Published in Tax Notes International, this article discusses the complex challenges of transactional tax management in Argentina, Brazil, Mexico and other Central and South American countries.

 Whitepaper Exemption Certificate Management: Organizing Principles and Leading Practices

Learn about the right people, processes, and technology to reduce the risk from mismanaged exemption certificates.

 Whitepaper Cloud-Based Tax Technology for Retail

Learn how the cloud is helping retailers keep pace with today’s multi-channel consumer experience (mobile purchases to click-to-brick returns) — and the ever-changing tax landscape.

 Whitepaper Preparing for New CbC Reporting Requirements: SAPinsider Special Report

In this SAPinsider special report, Vertex Chief Tax Officer Bernadette Pinamont poses 4 questions that MNCs should consider as they prepare for the new CbC Reporting and the financial reconciliation challenges this new reporting will create.

 Whitepaper Post-BEPS and the New Global Tax Reform: What Every C-Suite Should Know

The Vertex Chief Tax Office outlines the post-BEPS challenges for MNCs related to transfer pricing, country-by-country reporting, and tax planning. The solution calls for coordinated efforts among boards, C-suite, and the tax department.

 Whitepaper Understanding Transactional Tax Complexity in Brazil, Argentina, and Mexico

To fully benefit from business opportunities in Central and South America, companies must address complexity with deep tax knowledge and management approach that leverages automation whenever possible.

 Whitepaper The Future of Tax Technology is in the Cloud

As cloud computing continues to expand its presence in many industries it’s important for tax departments to understand this growing model and its impact including how to purchase, deploy and manage cloud computing tools.

 Whitepaper The View from Vienna: A Conversation on Tax Technology with Industry Experts

Dr. Jeffrey Owens, director of the WU Global Tax Policy Center, Vienna University talks to Michael D’Ascenzo, former commissioner of the Australian Taxation Office, and Jeff Westphal, president and CEO of Vertex Inc., about tax and technology.

 Whitepaper BEPS Country-by-Country Reporting: The Practical Impact for Corporate Tax Departments

In this AICPA Tax Adviser Magazine article, Vertex Chief Tax Officer Bill Brennan reviews the OECD's CbC reporting template and the associated issues for tax departments including data management, data security, and audit demands.

 Whitepaper Building a Successful Business Case for Tax Technology

Gain insights on developing a strong business case for tax technology with an undeniable ROI model. Learn how existing processes could be costing your company money and how to quantify hidden cost factors in a way that adds value to your business.

 Whitepaper When Does a Hosted Tax Solution Equal Greater Peace of Mind?

Organizations should always consider whether a deployment model promotes or impedes security. Vertex proves the security advantages inherent in hosted solutions. 

 Whitepaper Industry Research Highlights Exemption Certificate Risk

Research from state tax officials and corporate tax professionals alike shows common concerns about exemption certificate management. Learn how automation is seen as the key to mitigating risk.

 Whitepaper Mapping the Steps to Global VAT Management

How can a U.S.-based business, with limited knowledge or skills in the VAT arena, start to effectively and strategically manage its global VAT position? Here are the seven most important steps for gaining control.

 Whitepaper Are You Overpaying (or Underpaying) Consumer Use Tax?

Given the tax law complexity and the multitude of items most companies purchase and use in different ways, many companies over-pay (or under-pay) their use tax obligations. This article provides insight into the risk involved in use tax management.

 Whitepaper Taking Your Business Global: 10 Important Tax Issues to Consider

For companies looking to expand overseas, the tax implications related to operations, pricing, delivery, and selection of office location can be daunting. Learn about the top indirect tax issues you need to consider when expanding outside the U.S.

 Whitepaper Integrating Vertex O Series and Oracle E-Business Tax for Consumer Use Tax Management

A look into how Oracle E-Business Tax together with Vertex O Series provide clients with the depth of tools and data necessary to confidently compute consumer use tax, ensure compliance, and reduce risk.

 Whitepaper Gordon Flesch Strengthens Tax Management through Automation

The experiences of Gordon Flesch demonstrate that moving away from error-prone, manual tax processes and implementing a tax automation solution can increase the tax-management confidence of any leasing company.

 Whitepaper Top 5 Myths About Outsourcing Returns

In this article you’ll learn the truth about outsourcing sales tax returns. From performance to cost to the effect on staff headcount, this article discusses some widely held misconceptions that keep tax executives from considering this option.

 Whitepaper CFO Research Study: Finance Views of the Tax Dimension of Strategic Decision Making

A report by CFO Research, on behalf of Vertex, about how companies can derive greater value from their business decisions by taking tax into account more fully. In addition to in-depth interviews, 105 finance executives were surveyed for this study.

 Whitepaper Tips for Hiring a Returns Outsourcing Provider

When selecting a returns outsourcing provider, apply the same criteria you use to hire your tax staff. This article provides tips to ensure your selected provider is a valuable addition to your tax department.

 Whitepaper Managing Global Tax Compliance - The Benefits of a Third Party Tax Engine

As global tax positions grow more complex, it’s important for multinationals to identify the best ways to stay compliant and profitable. Many have found that a third party tax engine can significantly improve accuracy and value.

 Whitepaper The Top Challenges for Corporate Tax: Reform, Reputation, Resources, and More.

Bill Brennan, Chief Tax Officer at Vertex, discusses the key challenges keeping tax executives awake at night, including looming tax reform, increasing audit activity, and growing data management issues.

 Whitepaper The Sleeping Giant in the Tax Department: Inaccurate Sales & Use Tax Payments

Everyday business decisions can have huge and often unintended sales, consumer use, and value added tax implications. Tax automation is the key to ensuring consistent, accurate indirect tax calculations across all of your multi-channel transactions.

 Whitepaper Survey Reveals Data Management is Foundation for Tax Process Improvement

A recent tax industry survey reveals that data management is the foundation of tax process improvement. Tax executives from hundreds of companies reveal current challenges and identify areas for improvement.

 Whitepaper Retail Tax and E-Commerce - What You Need to Know

Automating tax calculation and compliance can reduce risk and improve audit performance, but the complexities can be significant in a multi-channel retail environment. Learn the right questions to ask when considering a tax automation solution.