Vertex O Series

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

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.

Benefit from a powerful and customisable calculation engine.

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 U.S. jurisdiction assignment with integrated address cleansing.

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.

Empower your business with the freedom to choose

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.

Leverage edge computing to deploy O Series at the point of transaction.

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.

Simplify the tech stack with a single tax engine across the enterprise.

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.

Gain real-time insights with built-in tax analytic dashboards.

Analytics 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.

Support business growth using your tax engine data.

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