Sales & Use Tax Software Solutions

Simplify compliance, reduce audit risk, and boost efficiency with scalable, cloud-based sales and use tax software from Vertex.

 

Hero Background Solutions Sales and Use Tax

Sales and Use Tax Software that Scales with your Business

Managing tax across 11,000+ U.S. jurisdictions is complicated—but it doesn’t have to be. Vertex automates your entire sales and use tax process, from real-time tax determination to exemption certificate management, returns, and reporting. Whether you're growing into new markets or modernizing your ERP, our solutions help you stay compliant and scale confidently.

Automate the Sales and Use Tax Lifecycle

Ditch spreadsheets and manual entry. Simplify sales tax compliance. Use our sales and use tax compliance software to gain insights to reduce audit risk and costs.

Centralize tax determination

Deploy trusted tax content that centralizes, automates, and enhances accuracy across all your transaction billing systems. Whether you're using a cloud ERP or custom system, our sales tax software scales with your business.

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Digitize exemption certificates

Take advantage of automated tools and outsourcing services to collect, track, and store exemption certificates to reduce audit risk and streamline internal operations.

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Automate monthly tax returns

Generate signature-ready returns across multiple jurisdictions. Improve filing efficiency, simplify document archiving, and stay ready for audits at any time using our sales tax automation software.

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Manage tax in procurement

Create a reliable accounts payable process with automated tax estimates on POs and requisitions. Improve accuracy on use tax self-assessments

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How Graybar improved audit defense

  • Standardized exemption certificate processes across 300 locations
  • Reduced the number of people entering certificates from 200 to 25
  • Created centralized repository of 125,000 certificates for audit defense

HBC improves internal tax processes and reduces audit risk

  • Centralized sales tax content for an omni-channel retailer
  • Automated monthly content updates reduced internal workload
  • Streamlined exemption certificate processes

Value at every step of sales and use tax

  • Vertex Inc.

    Implementation

    Benefit from the deep experience of Vertex Consulting to implement, migrate, or upgrade your Vertex system.

  • Vertex Inc.

    Support

    Get the support you need to maximize the capabilities of your Vertex system and ensure peak performance.

  • Vertex Inc.

    Training

    Access a range of training options and certification to build proficiency and increase the ROI of your Vertex system.

Featured sales and use tax software solutions

TAX DETERMINATION

  • Vertex O Series

    The industry-leading tax determination system to reduce audit risk and improve tax operations.

EXEMPTION CERTIFICATES

  • Vertex Certificate Center

    Streamline exemption certificate management to improve compliance and audit performance.

INDIRECT TAX RETURNS

Our integrations

We integrate with a number of leading platforms spanning ERP, CRM, procurement, billing, POS, and e-commerce.

FAQ

Sales and use tax software automates the calculation, collection, and reporting of sales and use taxes. It helps businesses stay compliant with local, state, and international tax regulations by determining the correct tax rates based on location, product type, and customer information.

Any business that sells taxable goods or services—especially across multiple states or countries—can benefit from sales and use tax software. This includes e-commerce companies, retailers, manufacturers, wholesalers, and service providers.

Vertex's solution integrates with ERP, e-commerce, and billing platforms to:

  • Determine accurate tax rates in real time
  • Apply the right tax rules for each jurisdiction
  • Manage exemption certificates
  • Generate reports for filing and audit defense
  • Ensure tax compliance across all transaction channels

Sales tax is collected by the seller at the point of sale when goods or services are purchased. Use tax is paid by the buyer when sales tax isn’t collected—for example, in out-of-state or online purchases. Businesses are responsible for tracking and remitting both types of taxes based on where they have nexus.

  • Improved tax accuracy
  • Time savings for finance and IT teams
  • Reduced audit exposure and penalty risk
  • Scalable compliance as your business grows
  • Simplified returns and remittance processes

Vertex Named Customer Top Rated by TrustRadius

Customer feedback earns Vertex the 2020 Top Rated Tax Compliance System award from TrustRadius.