Streamline indirect tax management with deep, proven tax content and software built to scale.

Vertex Indirect Tax O Series

Streamline indirect tax management with deep, proven tax content and software built to scale.

Support business growth with reliable tax determination & trusted technology

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.

 

Explore the Features, Benefits & Highlights

Latest tax rules and rates keep you ahead of changes.

Continually updated tax rules and rates for 19,000 jurisdictions around the world keep your sales, use, and value added tax calculations accurate and reduce audit risk. Plus industry-specific content for lease tax, and communication services tax. License the content you need today, and add content as your business grows.

Benefit from a powerful and customizable calculation engine.

Set up your Vertex tax engine to fit your unique business needs. Custom taxability setup for your company’s unique taxability rules and exceptions. Gain confidence for even the most complex transactions.

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Connect Vertex to multiple financial systems.

Integrate a single Vertex tax engine with all your transaction systems – ERP, procurement, e-commerce, and other billing systems – to automate tax and reduce risk across your business. Leverage the rich data in your transaction systems to improve tax accuracy.

Store, update, and maintain exemption certificates with ease.

Upload certificates one-by-one or in bulk through a secure online customer portal and keep your business audit-ready with full visibility into effective and expiration dates on certificates.

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Implement your tax engine to meet your needs.

Deploy your tax engine the way you want — choose from cloud, on-premise, or a hybrid deployment to meet your unique business and IT needs. Private cloud customers can contract with Vertex Consulting for a Release Testing Service for functional testing of service releases prior to going live in the production environment.

We make it easy for you to use Vertex.

We offer implementation services, convenient knowledgeable support, and a range of training options to increase your team's proficiency and boost ROI. Count on unmatched support throughout your experience as a customer to help you meet your tax needs.

Use your tax engine data to support business growth.

Utilize standard reports and data extracts to support compliance, audit, and reconciliations.


PRODUCT SHEETS

Discover More about Vertex Indirect Tax O Series

  • Data Sheet

    Product Details: Vertex Indirect Tax O Series

  • Data Sheet

    Product Details: Vertex Indirect Tax O Series On-Demand Version

MetLife Leverages Vertex to Enable a Single Source of Truth for Use Tax

"By using Vertex as our single source of truth, we are able to increase efficiency around use tax audit defense, save a lot of time, and also reduce risk because of increased data integrity. "

Lori Guardado
Assistant Vice President of Tax, MetLife

Patagonia Creates a Seamless Customer Experience

  • Created a true omnichannel experience for customers, with consistent tax treatment across selling channels
  • Integrated centralized tax automation across its e-commerce, wholesale, and retail systems
  • Reduced the burden on Tax and IT teams by eliminating tedious manual work related to tax

We're Ready to Help You Simplify Tax Complexity

Interested in learning more about Vertex Indirect Tax O Series? Let's connect to help you find the best tax solution for your business.