Vertex Indirect Tax O Series

Centralize and streamline indirect tax management across the enterprise.

Automate and centralize sales, use, and value added tax (VAT) determination on your sales and purchase transactions. Connect our leading technology seamlessly to your ERP or financial system. With Vertex, you’ll improve your confidence in complex taxability, improve accuracy, and standardize your tax processes.

Reliable Tax Determination

Vertex Indirect Tax O Series provides a powerful tax determination solution — from determining tax jurisdictions to maintaining an accurate rate database, to calculating complex transactions. The system’s robust functionality is balanced by a streamlined user interface, improving visibility and control for your tax department.

Support Business Growth

More than just accurate tax calculation, Vertex Indirect Tax O Series gives the tax function the agility to support business growth into new markets, new products and services, and new sales channels. The system gives tax departments the robust content and powerful calculation automation needed to rapidly accommodate business growth and change without increasing risk.

The end result? An empowered tax department that provides higher value to the organization.

Download the Vertex Indirect Tax O Series product data sheet to learn more.

Features

Reliable Content From the Industry Leader

Sales and use tax rules and rates for nearly 10,000 U.S. taxing jurisdictions. Simplify complex taxability for sales and purchase transactions.

Seamless Integration

Integrate directly to your ERP, procurement system, or e-commerce platform. Manage taxability, exceptions, calculations, and reporting.

Single Solution for all Transaction Taxes

Single solution for sales, use, VAT, and communications tax.

Benefits

  • Reliable tax content (updated monthly) for U.S. sales and use tax, plus VAT, GST and other global transaction taxes.
  • Industry-specific content for retail, leasing, and communications.
  • Region-specific content for North America, South America, EMEA, AsiaPac, with specific content for India, Brazil, and Gulf States.
  • Rate lookup utility for querying the rate and rule database.
  • VAT solution accredited by ICAEW

  • Custom taxability setup for your company’s unique taxability rules and exemptions.
  • Granular jurisdiction identification based on ZIP+4 or lat/long coordinates.
  • Exception handling for ordinary tax rules such as minimum tax, tiered tax, and rounding.
  • Automated management of exemptions on sales and purchase transactions.
  • Role-based security to meet SOX requirements.

  • Store, update, and maintain exemption certificates within the application, including certificates for communication services tax.
  • Upload customer exemption certificates one-at-a-time or in bulk.
  • Secure online customer portal for new certificate upload.
  • View effective and expiration dates to keep your business audit-ready.

  • Tax data file export for manual returns, returns application, or returns outsourcing service.
  • Schedule report time and frequency based on your workflow and deadlines.
  • Invoice Tax Detail Report: View each line item of an invoice, grouped by jurisdiction and based on the report criteria.
  • Returns Export Reports: Gather and export tax data by location, by state, or by tax type to complete United States and Canadian tax returns.
  • Sales Tax Holiday Report: View details on jurisdictions that designate tax holidays.
  • Taxability Reports: View Vertex-defined and user-defined taxability categories by jurisdiction including category descriptions, paths, codes, and effective dates.
  • Transaction Recap Report: View a summary of your tax liability per jurisdiction.
  • Transaction Summary Report: View a synopsis of tax information at the country, state, province, county, city, and district levels for each jurisdiction.
  • Data Extract Tool for creating custom reports from Transactional or Taxability Manager data.

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