A Tax Leader’s Guide to Saving Money, Time & Resources with a Tax Engine

As a tax leader, you're under more pressure than ever to ensure tax accuracy and compliance while navigating complex, constantly evolving jurisdictional requirements. Every time a new sales or buying channel is created, it introduces another platform for tax calculation and adds complexity to core processes like purchasing, invoicing, e-commerce, billing, reconciliation, and downstream compliance. And because each of these requires accurate, compliant tax calculations, your team’s responsibilities grow.

That includes managing tax rules for each tangible and intangible product you sell or purchase—such as sourcing rules, tax rates, and calculation formulas, tax-sensitizing business data, and customizing tax logic—across multiple ERPs, e-commerce platforms, and procurement systems. To put it simply, in a disconnected environment, tax becomes a consistency and efficiency challenge.

To help you navigate these complexities, we’ve created this guide. It explores the real-world impact of managing tax processes across disparate source systems. You’ll learn how our centralized tax engine, Vertex O Series—with pre-built connectors to leading vendor systems and flexible API—can help your tax team save money, time, and resources—so you can focus on driving innovation and delivering business value.