Resource Library

Discover resources designed to guide you through digital transformation and tax complexity. Access white papers, e-books, videos, and more.

Analyst Report

Gartner® Research: Predicts 2026 - Toward an AI-First Finance Function

New research from Gartner® explores why transaction integrity is essential for AI-first finance.

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Research Report

How IT, Tax, and Finance Misalignment is Putting Revenue at Risk

Research shows how lack of IT, Tax, and Finance alignment drives compliance risk, delays and wasted spend — and what fixing it requires.

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Blog Post

Taming tax complexity in the medical equipment, devices & supplies segment

Karen Schroeder highlights a new remedy for indirect tax complexity for sellers of medical equipment, devices & supplies.

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Research Report

State of the market for enterprise cloud deployment

Vertex SAP deployment strategy for cloud and enterprise cloud deployment

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The Vertex Certified Implementer Program sets the standard for Vertex tax technology product knowledge and provides organizations with an effective way to develop and recognize Vertex implementation professionals.

Blog Post

Tax’s new technology investment priorities

Larry Mellon assesses tax leaders’ technology-spending plans in 2024.

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Creative business team actively collaborating in office space

Customer Story

Nite Ize Scales Tax Processes in Oracle and Adobe with Vertex

Read how Vertex helped Nite Ize improve their tax processes.

Read Time 7 Mins

Blog Post

Withholding Taxes in Latin America: Always Changing and Typically Complex

Qualifiers are crucial when addressing withholding taxes on domestic business-to-business transactions in Latin America. These qualifiers – which include phrases like “usually,” “at the moment,” and “in other cases” – point to the inherent complexity of withholding tax applicability, rates, calculations and exemptions in Argentina, Brazil and Mexico.

Blog Post

Learning Lab #3 – Blockchain: Your New Permanent Record

Decades ago, the phrase “permanent record” alarmed high school students who worried that their bad behavior might have undesirable consequences in the distant future. Today, the ubiquity of social media and mobile devices gives new meaning to the phrase.

Blog Post

"Trust but Verify" - but How?

President Ronald Reagan famously used the phrase “trust but verify” to describe the United States’ stance regarding the Soviet Union’s compliance with nuclear arms reduction treaties. Across the globe, governments traditionally embraced a similar philosophy regarding corporate compliance with tax regulations.

Blog Post

Employee Engagement is a Critical Component to Change Management

In my last post, I discussed how successful leaders can drive organizational change. But that’s only part of the equation; employees also need to be part of the calculation and actively involved if organizational change efforts are to succeed.

Blog Post

Learning Lab #2: Big Data and Predictive Analytics

People have always longed for the ability to predict the future. Today, many hope that big data and predictive analytics will help them do so. Although big data and predictive analytics can deliver major benefits, it is important to understand what they can realistically help organizations achieve.

Blog Post

4 Areas a ‘Services’ RFP Should Address

When it comes to comparing different types of requests for proposal (RFPs), software RFPs would be apples and services RFPs would be oranges. Therefore, tax managers preparing an RFP for a service should keep in mind the differences between the two types, and that the creation of services RFPs requires a specialized approach.

Article

California Sales Tax Rate Decreases January 2017

Effective January 1, 2017, California's statewide sales and use tax rate will decrease by 0.25%.

Blog Post

Global Tax Planning Risk: Brexit Challenges

The outcome of the recent US Presidential election surprised many, and it is just one more in a string of recent drivers of global economic, legislative, and regulatory uncertainty. Brexit, EU State Aid investigations, and the OECD Base Erosion and Profit Shifting (BEPS) Actions figure most prominently among these disruptions; each will significantly influence foreign direct investment, trade, banking, corporate taxation, and the exchange of tax information between jurisdictions.

Blog Post

Vertex and SAP Continue Their Successful Partnership

A partnership is often referred to as a two-way street, alluding to the give-and-take dynamic of the parties involved. This dynamic of mutual understanding and collaboration, along with established objectives, result in the most effective partnerships. These attributes are demonstrated once again in the latest product and solution released from the two-decades-long partnership between Vertex and enterprise technology provider SAP.

Article

Taxing at the Tattoo Parlor: Piercings, Permanent Makeup, and Ink

Did you know your new tattoo, piercing, or permanent makeup could be a taxable service depending on the state you live in?

Blog Post

Six Models of Tax Innovation

Congratulations to ALDI, Best Buy, Coca-Cola, Johnson & Johnson, Koppers, and United Services Automobile Association (USAA)! These six companies were honored with Corporate Tax Innovation Awards at this year’s annual Vertex Exchange conference last week.

Article

SaaS Tax Guide: Is Software-as-a-Service Taxable in Your State?

Companies should be aware of the complexity and changing nature of the state sales and use tax treatment regarding the three different types of cloud computing transactions: Software as a Service, Platform as a Service, and Infrastructure as a Service.

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