Vertex Indirect Tax Intelligence

Data intelligence to improve tax performance, and insight to drive business decision-making.

Vertex Inc. - Vertex Cloud Indirect Tax Intelligence

Data-driven, actionable tax insight to improve tax performance

The tax department utilizes some of the largest, most detailed, and diverse data sets in the company. Vertex offers a cloud-based data intelligence tool that leverages tax data to unlock time, capacity, and insight to help optimize compliance and audit performance, mitigate risk, and improve tax outcomes across the business.

Better Understand Financial and Tax Data Quality

Improve tax performance and drive business decisions with dashboards that combine your tax and financial data with Vertex tax content to let you monitor and analyze tax metrics and unlock unique views of risk. You’ll quickly identify areas for review, attention, and optimization. Data drilldowns and additional filtering offers deeper insight from your data.

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Explore the Features, Benefits & Highlights

View tax activity to easily identify trends and variances.

Review a state-by state summary of sales and use tax activity for current and prior periods with filtering and drilldown capabilities for deeper insight.

Monitor progress toward various state nexus thresholds to identify upcoming registration needs.

View an accounting of sales transactions and dollar volumes by-state, read from the Vertex tax engine, compared against individual state nexus thresholds.

Monitor key risk indicators and audit-triggering events to proactively address.

Identify potential risk, exposure, and audit-triggering events based on changes to customer and transaction data. The dashboard highlights new products, new selling and customer locations, M&A, and variances in tax amounts for individual jurisdictions.

Proactively monitor sales and use tax calculation accuracy to mitigate risk.

View new and changing tax rates relative to your company’s specific products and services. The dashboards combine the Vertex monthly tax rate and rule data, tax engine data, and product category mapping to triangulate where rate changes impact your business.

Stay on top of your master data and tax engine configurations.

Identify potential risk and exposure by viewing new or changing master data in the ERP, or outdated configurations in the Vertex tax engine.

Proactively monitor your tax engine and ERP coverage.

Robust dashboard allows you to assess the completeness of coverage in the Vertex tax engine compared to your ERP by comparing dollar values sent through the Vertex tax engine to sales & purchase transactions in the ERP to identify potential tax compliance gaps.

“Nexus expansion has significantly changed taxation for small and medium enterprises. As companies continue to navigate tax changes in the wake of the Wayfair decision, automation is essential to meet current and evolving requirements. Waiting to see what happens, or ignoring the compliance issues, can have serious consequences for your business. Leaders are recognizing the need to automate and update their processes for a seamless transition to the new nexus standards and future sales and use tax changes.”

George Salis Principal Economist, Tax Policy Advisor, Vertex, Inc.

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Discover More about Vertex Indirect Tax Intelligence

  • Data Sheet

    Product Details: Vertex Indirect Tax Intelligence

Leverage Data Intelligence to Improve Tax Performance

Connect with us to learn how Vertex Indirect Tax Intelligence can help the tax function improve outcomes. Submit the form to get in touch with a Vertex representative.