Vertex 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. Deploy it using edge computing for the highest availability and scalability to accelerate your business growth.

Explore the features, benefits & highlights of Vertex O Series

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, global, cross industry content for extractors, manufacturers, wholesalers, distributors, resellers, financiers, service providers, builders and premium content for leasing, telco, healthcare & science, hospitality, oil & gas and more. License the content you need today, and add content as your business grows.

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

Improve tax, invoicing, and shipping accuracy with USPS ZIP+4 data enrichment, lat/long location conversion, and built-in place of supply logic Resolve complex scenarios such as districts crossing city boundaries, districts overlapping other districts, and more. Assign the Tax Area ID (TAID) for state, county, city, and district with automated authority assignment for precise tax determination.

Deploy the Vertex solution on-premise for maximum control, leverage the scalability of the cloud, or create a hybrid edge environment that balances cost and flexibility. Our adaptable architecture ensures seamless integration across any deployment method with options in AWS, Oracle Cloud Infrastructure, and Microsoft Azure. It is now easier than ever before to deploy a tax solution that meets your specific needs.

Deploy the O Series tax engine using containers to manage tax calculation at the point of transaction. You'll get the highest availability, improved control over performance, and a streamlined tax technology landscape. Learn all about it here.

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

Analytics to to enable proactive data governance including transaction and nexus threshold tracking, configuration and rate change monitoring, and audit risk notifications to optimize the power of O Series and transaction insight. (Supports SUT/CUT transactions only.) Learn all about it here .

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

Vertex O Series

Support business growth with reliable tax determination & trusted technology

Explore the features, benefits & highlights of Vertex O Series

Stay ahead of changes with the latest tax rules and rates.

Benefit from a powerful and customizable calculation engine.