Vertex Indirect Tax O Series

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 every sales and purchase transaction.

Seamless Integration

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

Benefits

• Reliable tax rules & rates
  • 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.
• Powerful calculation engine
  • Custom taxability setup for your company’s unique taxability rules and exemptions.
  • Granular jurisdiction identification based on advanced address cleansing including USPS ZIP+4.
  • Exception handling for ordinary tax rules such as minimum tax, tiered tax, and rounding.
  • Automated management of exemptions on every sales and purchase transaction.
  • Role-based security to meet SOX requirements.
• Seamless integration to a wide range of ERP and financial systems
  • Integrations for leading ERP systems and financial applications. Explore integrations.
• Tools and services for confident exemption certificate management
  • Store, update, and maintain exemption certificates within the application.
  • 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.
• Standard and custom reporting for compliance, audit, and reconciliations
  • 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.