Calculating and reporting on propane sales is highly complex, with variables spanning where and how much product is sold, how it is being used, and how it is being delivered. AmeriGas’ legacy tax engine was not keeping up, and the company lacked a formal process for updating sales tax rates at vending machine locations across the country. The company sought a more reliable tax engine, and a partner who could deliver against a tight timeline. They chose Vertex.
Vertex Indirect Tax O Series touches every order and invoice created in SAP. At implementation, AmeriGas leveraged the full power of Vertex O Series — including custom impositions and imposition types, limited certificates, custom tax and situsing rules, tax assist and lookup tables, and advanced taxability mappings. This included 2,000+ custom impositions, 60,000+ customer exemption certificates, and 5,000+ custom rules.
AmeriGas automated both content and process in the tax function -- more accurate tax calculations, enhanced determination and cleansing of customer addresses, streamlined compliance processes, improved batch processing, and a decreased dependency on IT resources.