Vertex O Series, Tax Solutions for Energy, Oil & Gas

Automated tax content updates from Vertex Research reduces compliance risk.

Vertex maintains continually updated product and tax determination content for the unique needs of upstream, midstream, and downstream transactions in the U.S. energy, oil & gas industry. This means reduced effort to keep your tax calculation and sourcing rules updated and accurate ensuring compliant invoicing and improved audit performance without the maintenance headache.

• 550+ oil and gas product categories (over and above our thousands of standard categories) designed to support U.S. complexity.
• 2000+ standard product categories supporting R&D, procurement and sub-industry activity for vertical business.
• Robust leasing content for businesses heavily involved in leasing equipment and services, and contracted operations.

Convert latitude/longitude coordinates to a Tax Area ID for improved situs determination and tax accuracy.

Add on Lat-Long Jurisdiction Identification to your Vertex O Series tax engine to convert lat-long coordinates remote and off-shore locations without a traditional street address to a precise Tax Area ID. More accurate Tax Area ID means more accurate tax calculation regardless of location.

Automated oil and gas tax content, more precise situs determination, and flexibility reduces risk and enables scale.

Vertex O Series empowers energy, oil and gas organizations to streamline operations and enhance tax accuracy through automation. By increasing agility within the tax function, businesses are better equipped to adapt to evolving energy markets and expand into new channels—all while proactively managing risk and reducing costs. With flexible integration and deployment options including edge capability, Vertex O Series aligns seamlessly with your existing architecture, security protocols, and business needs. At Vertex, we recognize that while one tax engine should be sufficient, a one-size-fits-all approach may not.

Add on solutions to manage the end-to-end tax lifecycle

The O Series tax engine is the foundation of continuous compliance. But don’t stop there. Add on solutions for exemption management, locally compliant invoicing, e-invoicing, VAT ID validation, and returns and reporting to help ensure compliance across the global enterprise.