Vertex O Series

Streamline indirect tax management with deep, proven tax content and 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 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

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 customizable 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.

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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.

Connect Vertex to multiple financial systems.

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.

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

PRODUCT SHEETS

Discover more about Vertex O Series

  • Data Sheet

    Product Details: Vertex O Series Edge

  • Video

    Product Video: Vertex O Series Edge

Patagonia creates a seamless customer experience

  • Created a true omnichannel experience for customers, with consistent tax treatment across selling channels
  • Integrated centralized 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've got the indirect tax solution for you.

Interested in viewing Vertex O Series in action?

Let us walk you through it in real time and show you how we adapt to fit your business. Book a 1-to-1 demo so we can speak in terms of your tax needs.

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