Vertex O Series

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

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 centralise sales, use, and value added tax (VAT) determination on your sales and purchase transactions. Connect our leading technology to your ERP or financial system seamlessly. With Vertex, you’ll improve your confidence in complex taxability, improve accuracy, and standardise your tax processes.

 

Explore the Features, Benefits & Highlights

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 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 customisable 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.

6.0%8.0%

Improve U.S. jurisdiction assignment with integrated address cleansing.

Improve tax, invoicing, and shipping accuracy with USPS address data including  ZIP+4 code. 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.

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 and reduce risk across your business. Leverage the rich data in your transaction systems to improve tax accuracy.

Gain real-time insights from integrated tax analytic dashboards.

Tools 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. (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.

PRODUCT SHEETS

Discover more about Vertex O Series

Patagonia Creates a Seamless Customer Experience

  • Created a true omnichannel experience for customers, with consistent tax treatment across selling channels
  • Integrated centralised 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

Related Products & Services

We're Ready to Help You Simplify Tax Complexity

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

Dive into our thought leadership