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.

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Blog Post

Interested in MNEs’ reactions to countries CbCR requirements to date?

The reactions by multinational enterprises (MNEs) to countries’ adoption of the country-by-country (CbC) reporting template filing together with concerns that it will not be kept confidential are starting to surface and some of these reactions may surprise you… “Can I adopt early and I’ll take my penalty please.” It will be interesting to keep your eye on continued reactions by MNEs in a post BEPS/CbC reporting world.

Blog Post

Pacific Rim Discussions Focus on Tax-Data Exchange

In the 2013 sci-fi movie “Pacific Rim,” humans and governments come together to battle legions of sea monsters. I can safely report that the 2016 Pacific Rim Tax Institute conference featured less dramatic, more realistic scenes and dialogue.

Blog Post

In preparing for new CbC reporting requirements, what are three recommended steps for a CEO of a multinational corporation? Step 3

In my previous posts, I outlined the two initial steps to preparing for CbC reporting requirements. The third a proactive approach to global risk management. Multinational corporations (MNC) should anticipate and prepare for the possibility that their CbC report will become publicly available.

Blog Post

Vertex Once Again Honored as Top Workplace

Vertex has been named a 2016 Top Workplace by Philly.com, marking the second consecutive year that Vertex received this honor in the large-employer category. The honor, which recognizes companies that operate in the Philadelphia region, is particularly unique because it is determined by employees.

Blog Post

3 Steps for a Multinational CEOs When it Comes to CbC Reporting Requirements

The second step is to: Assess IT and Tax Resource Needs - It is critically important that corporations immediately assess if their existing financial accounting systems will allow their companies to comply with these new reporting requirements.

Blog Post

In preparing for new CbC reporting requirements, what are three recommended initial steps for a CEO of a multinational corporation?

Learn more about the two initial steps you can take when preparing for CbC reporting requirements.

Blog Post

How Technology Ensures Tax Clarity in Latin America

As I indicated in my last post and my colleagues Ana Paula Maciel and Ernesto Levy note in a recent webcast, Latin America is one of the largest and fastest-growing regions for U.S. exports. Of course, many countries in the region are also renowned for the intricacy of their tax environments. Companies looking to enter or expand their activities throughout Latin America need to master the complex challenges of transactional tax data management in the region.

Blog Post

What is the concern about data security with CbC Reporting?

The CbC report will be filed with the tax administrator in the tax jurisdiction of the MNE's ultimate parent. Thereafter, that tax jurisdiction is responsible for submitting the template to other tax jurisdictions in which the MNE operates. The primary method for automatically exchanging the template between tax administrators will be government-to-government mechanisms, such as bilateral tax treaties and tax information exchange agreements. There is a lurking vulnerability of information mismanagement between governments.

Blog Post

Total Number of Annual U.S. Sales Tax Changes Tops 600 Again

U.S. Sales tax changes are once again on the rise. This trend marks one of the key takeaways from Vertex’s annual Sales Tax Rate Study, which shows 612 sales and use tax rate changes in the U.S. for 2015.

Blog Post

How will CbC Reporting cause increased tax controversy & reputation risk?

Multinational corporations (MNCs) are (rightly or wrongly) seen by many as undermining the credibility of the international tax system by paying what is sometimes perceived as unfair tax rates. Most global executives are aware of cases where publicly traded companies have had to openly respond to governments and the press about their tax affairs; therefore, it would be prudent to plan for an uptick in tax controversy due to the CbC reporting template.

Blog Post

Why is transfer pricing & double taxation a potential concern for CbC reporting?

Two expected results of the CbC reporting template are increased transfer pricing-related disputes with taxing authorities and the incidence of double taxation especially if the OECD's other transfer pricing BEPs action plan changes are adopted in final form.

Blog Post

Tax Transformation is Getting Faster and Easier (Really)

Francis Bacon once said, “Time is the measure of business.” Bacon’s wise observation from nearly 400 years ago is complemented by some modern wisdom from MIT Sloan Research Scientist George Westerman that Gartner’s Paul Stokes recently tweeted (and I retweeted): CIO[s] must allocate their time not to where the budget is but to where the org is meant to be by shaping it to where it can be.

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