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

Article

5 Small Business Tips for Audit Protection

When it comes to sales & use tax for small to medium-sized businesses, it is critical to understand what makes you compliant, and what puts you at risk.

Blog Post

Standardized Global Tax Processing No Longer a Pipe Dream

Imagine a single technology platform in which a global company’s entire tax processing is performed according to a set of standardized processes … delivering unprecedented levels of transparency, governance and control.

Blog Post

Brave, New, Uncertain World for Retailers (Retail Tax Challenges, Part II)

In my previous post, I discussed several of the primary challenges that confront retail tax functions. Tax automation can help address these challenges while delivering confidence that requirements are being met, as well as establishing a foundation for more efficient and effective compliance and reducing audit exposure.

Blog Post

Tax Plunges into the Era of Hyper-Regulation

Twenty-five thousand... That’s roughly how many legislative changes have occurred around the world regarding tax in the past 12 months – and that is just in the area of transaction taxes.

Blog Post

Industry Focus: Retail Tax Challenges, Part 1

“Unprecedented disruption and change” is the phrase that a Deloitte report uses to describe the current state of the retail industry. This extraordinary period of retail-industry disturbance is giving rise to new tax challenges, which in turn are motivating more tax functions to invest in automation to achieve greater efficiencies and free up tax professionals to engage in more valuable activities.

On-Demand Webcast

The ROI Model That Proves Tax Technology Saves Money

Learn how to build a solid business case for tax technology with an undeniable ROI Model.

Blog Post

How to Hire a Returns Outsourcing Provider

At first glance, the process of selecting a sales and use tax returns outsourcing provider may appear complicated. The nature and quality of service these outsourcers deliver varies, often in important ways. Some outsourcers are true “partners;” others are little more than a collection of temp workers.

Blog Post

Transfer Pricing: A Three-Dimensional Challenge

Transfer pricing remains a major risk to companies around the world. In fact, it was the top tax risk identified by the 800-plus global tax and finance executives who participated in EY’s 2014 survey on Tax Risk. The growing complexity of worldwide transfer pricing rules continues to present a three dimensional challenge for multinational companies ("MNCs") with respect to documentation requirements, transparency initiatives and audits. Scrutiny of a company's transfer pricing is not only limited to tax authorities, but also now comes from the media and other activists and NGO's.

Best Practices for Managing and Mitigating Sales Tax Audit Risk

Article

Defining Sales Tax, Sellers Use Tax, and Consumer Use Tax

Sales tax is a transaction tax, calculated as a percentage of the sales price of taxable goods and certain taxable services.

Blog Post

5 Signs That Your Company Needs a Sales and Use Tax Automation Solution

If you’re an online or traditional brick and mortar retailer, or hybrid retailer, distributor or wholesaler, you are burdened with sales and use tax compliance. How do you know when it’s time to give up your manual processes in favor of an automated solution?

Blog Post

Common Misconceptions about Returns Outsourcing

As we talk to tax executives across the U.S. about sales and use tax returns outsourcing, we’ve found there are a number of misconceptions that prevent companies from considering this option. Understanding the truth about the issues and the marketplace offerings will prove that returns outsourcing can be a valuable alternative for a tax department.

Blog Post

Agile Tax, Part 2: Building a Data-Driven Culture

In my previous post, I described the growing need for tax functions to take a cue from CIOs in order to effectively plan for a digital future. To use the research firm Gartner’s language, this approach requires addressing the “safe and steady” demands of system or record IT as well as operating in a “faster, more agile, nonlinear mode” for systems of differentiation. Other research on the IT function’s current evolution supports and builds upon the need for IT to enable a data-driven culture and strengthening its strategic contributions to the organization.

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