Vertex Makes Me Look Good & Makes My Job Easier!!
Isagenix uses Vertex as their primary tax solutions engine. Types of transactions are: sales transactions Tax Types are Global: SUT, GST, …
Overview
What is Vertex?
Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e-commerce,…
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Popular Features
- Sales and Use Taxes (120)9.494%
- Geolocation for Tax Assessment (85)9.494%
- Tax Data Reporting (103)9.191%
- Tax Exemption Processing (86)8.383%
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What is Vertex?
Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e…
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.vertexinc.com/solutions
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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What is TaxJar?
TaxJar offers automated sales tax reporting and filing. According to the vendor, capabilities include: Accurate, Detailed Sales Tax Reports: TaxJar’s local jurisdiction reports show sales and sales tax collected not only for each state, but for local jurisdiction (counties, cities, special…
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What is Vertex?
Vertex combines tax research with technology to improve tax accuracy and
consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal
processes and improve audit performance. Integrations to
ERP, e-commerce, procurement, and other billing systems enables a single tax
engine to seamlessly support a growing business. In addition to tax
determination, Vertex provides tools and services to automate and streamline
exemption certificate management and compliance filings.
Vertex Features
Type of tax Features
- Supported: Sales and Use Taxes
- Supported: Cross-border Taxes
- Supported: VAT / GST Taxes
Tax Reporting & Compliance Features
- Supported: Geolocation for Tax Assessment
- Supported: 3rd-Party Software Integrations
- Supported: Tax Data Reporting
- Supported: Compliance Administration Management
- Supported: Tax Exemption Processing
- Supported: Tax Document Management
- Supported: Complex Tax Scenario Management
Vertex Screenshots
Vertex Videos
Vertex Integrations
- NetSuite ERP
- Acumatica
- BigCommerce
- Zuora
- Recurly
- Coupa
- SAP
- Oracle
- Magento
- Salesforce
- Microsoft Dynamics
- Workday
- Ariba
Vertex Competitors
Vertex Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux |
| Mobile Application | No |
| Supported Countries | North America, EMEA, Central/South America, Asia Pacific |
| Supported Languages | English |
Vertex Downloadables
Frequently Asked Questions
Reviewers rate Cross-border Taxes highest, with a score of 9.8.
The most common users of Vertex are from Enterprises (1,001+ employees).
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Reviews and Ratings
(251)Attribute Ratings
Reviews
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March 08, 2024
Vertex Makes Me Look Good & Makes My Job Easier!!
- Accuracy of tax determination to jurisdictional level
- Address Cleansing
- Report generation - easily created and understood
- Ability to create tax rule changes
- Simple Exemption Certificate record creation
- Contracted with Vertex Managed Returns for US & CA reporting
- Simplicity of managing Drivers & Mappings
- Vertex University
- Vertex Annual Exchange
- Log Files Area - Ability to search for a sales order in real time rather than pulling several files to find one sales order - this will help during live testing rather than waiting until the sales order is posted to the database.
February 29, 2024
My Vertex Experience
- Sales tax calculation on US transaction
- VAT tax calculation and validation on EMEIA and APAC region
- Supports SII reporting for Spain
- Support e-filing for the UK
- Returns and reporting
- E-invoicing solution
- Real-time reporting
- Italy's annual declaration form
February 23, 2024
E-Filing options to EU
- Automatically fill in the return forms
- Validation AP bookings
- Determining the correct tax on sales/purchases
- Direct E-filing options for most of the EU countries are missing
January 19, 2024
I recommend Vertex to Enperise Clients
- It calculates tax accurate and running fast.
- It provides good report function.
- Their support team is responsive and helpful
- Maybe they can do better on documentation.
January 16, 2024
Vertex Review
- Transaction test works good for deciding the tax rate/taxability of product/service.
- There is a delay with customer service. Usually takes a few days to get a response. Would be better to have a quicker turnaround time.
January 13, 2024
A great tool for compliance and reporting
- Updating sales tax rates
- Communicating changes to software
- Providing customer support
- Providing back up information or resources for rules
- More intuitive set up with tax assist rules
- More customization of reports
October 12, 2023
Using Vertex from a Costarican user in charge of Latam and Canada Indirect Tax Matters
- The platform is incredible
- The speed of reports
- The tools to help my daily work
- the report customization
- the technical names of the fields
- the exemption management
October 10, 2023
Vertex Rates High
- Current tax rates for invoicing
- Ability to override tax
- Easy interface to Vertex Returns
- More streamlined flow for beverage (sugar tax) taxation
- Easier creation of tax assist rules
- More configuration setup control at the user level
- Easier way to locate user defined tax rules
- Easier navigation to view mappings and how individual rules for states
July 17, 2023
Vertex - robust program with a lot of features
- Keeps up on the tax law, frequently updating they system to reflect changes.
- Vertex has great reporting capabilities that enables us to use data for trends in purchases, managing licensing requirements, and carries over into the income tax reports for apportionment requirements.
- Innovative - continually improving their processes, including feedback from customers to develop the next new tool to make tax calculation and reporting easier.
- Some of the reporting tools are only usable to those on the Cloud platform.
- A lot of the import/export/ and monthly reporting processes could be automated.
- While this is minor - the app is missing some features that would add convenience. For example, the ability to choose multiple reports to delete at once. Currently you can delete one report or all reports - but can't choose a group. You can't create groups or favorites in your profile. If I'm running reports for my US tax, I have to go through the entire list. There isn't a shortcut that allows me to only access those reports.
July 10, 2023
Vertex is an enhanced Tax Calculation System.
- Tax calculation in case of triangulation.
- Tax automation in case of customer certificates.
- Automated tax rate update.
- With Tax Assist Rules, you can easily get your tax calculation system fitted to country-specific requirements.
- Reporting: Vertex VAT Compliance is not fully ready to support all EU country's requirements.
- Data storage.
- Online reporting in VVC: many countries require to report VAT Declaration in an electronic way. This function is still missing for some of the countries from VVC.
June 28, 2023
Long term use of Vertex
- Vertex allows for a methodical and manageable method to configure taxing decisions.
- Vertex can be trusted to produce the same result every time.
- Vertex Support response time is very timely.
- Vertex seems to have a lot of scheduled maintenance, more so than about 5-10 years ago.
- Communicating with the On-Demand Team is cumbersome. Once an issue is raised requiring On-Demand Team investigation or response, they will respond but you have to go through support for any follow-ups.
May 30, 2023
Vertex will save you time & money, while giving you the confidence that you're getting tax right!
- Vertex O Series recognizes all tax rate changes, which is very useful when you're operating in multiple jurisdictions.
- Vertex O Series helps us to deal with tax holidays. This has saved us a lot of time and gives us confidence that we are getting tax right during these tax holidays.
- It would be helpful if Vertex O Series would add new taxability categories. For our company specifically this would include some items such as motorized bicycles and children's hunting clothing.
- Working with Vertex Customer Support is sometimes a struggle. I feel that they are not always able to understand & effectively help with complex issues.
Score 9 out of 10
Vetted Review
Verified User
- Highly customizable
- In depth reporting
- Wide variety of taxability categories
- Library of support articles/information can be difficult to search through
- Customer support for issues sometimes requires follow ups
- Customization can lead to complexity
May 22, 2023
Satisfied
- user interface
- ticket system
- structure of returns
- loading time
May 01, 2023
Vertex Review
- tax rate updates are timely
- customer support does a good job with inquries
- MSO tax compliance team is amazing
- exporting our company specific tax matrix from O Series
- canned reports within O Series
- flow chart of where to find things in O Series portal
April 28, 2023
Vertex for everyone
- Tax calculation
- Report preparation
- File import simplification
- More user friendly interface
April 21, 2023
Vertex O Review
- Tax determination and calculation on AR transacitons
- Managing different type of customer exemptions in O Series
- Automation of U.S. sales and use tax returns
- Provides a solution that is business user friendly (lowers reliance on IT for tax setups)
- Automation of global VAT/GST returns (O Series and VVC are not compatible and many setups are needed in VVC to map data from O Series to returns in VVC)
- Solution for India GST (Our understanding is that currently Vertex O series cannot be used with Oracle r12 in India)
April 19, 2023
Vertex makes life easy!
- Easy to navigate with simple interface
- Good reporting functions
- Customer support can be slow to respond
April 17, 2023
Vertex
Score 10 out of 10
Vetted Review
Verified User
- Invoice taxes
- Tax Reporting
- NA
April 11, 2023
Vertex saved us tens of thousands of dollars every year
- Ability to customize with our complex business needs
- Customer Support is focused on our business needs
- Easy to install on BigCommerce
- Detailed instructions on installation
- Installation with Netsuite was more complex (partly because that's how Netsuite is)
- Sometimes making a sales order not taxable (since we have exempt customers) can take longer than it should
- Sometimes the tax is different between our two platforms, and it can take some effort to make it match
March 15, 2023
Vertex O and North America Returns
- Tax rates
- Complexity of Tax Rules
- Exempting sales from certificates
- Tax Compliance
- Mapping
- Ease of use for creating new databases
- Quickly provide detailed reports for all 50 states in exportable PDF format
- Customer support is on point and able to quickly resolve any issues
- Make full installation packages available at each release instead of yearly.
- Not require incrementally stepping through updates. I understand the reason behind it, but if you have to install a new copy in later part of the year you have to step through Jan->current month updates one by one and update every database. For large number of databases, it could take 5-20 minutes each time and then multiplied by number of months.
March 06, 2023
Vertex is a good product but recently the customer support is not as helpful as it used to be.
- Calculate tax due
- create an easy upload file for returns
- keeps updated on rate changes
- Critical changes! I feel they should be more aware of changes in the states. Sometimes we get these changes from them after we file our returns! I feel they should be up on any changes that are important for returns.
- Support is a big issue. Vertex used to be excellent with their support. When I called with a question I felt I was speaking to a professional who knows the product inside and out. Now when I call I get someone who says "That's a realy good question I will have to look into that" Then days go by before I get an answer. Sometimes I don't get an answer at all. This was not the case in prior years.
March 03, 2023
Alamosa rebels
Score 10 out of 10
Vetted Review
Verified User
- Monthly update
- Premium support
- Tool is very handy that you could utilize for your customization.
- Straight Report of the rates by the country and product
February 21, 2023
Great tax calculation tool
- Tax code determination
- Tax calculation
- Integration with billing systems
- Non deductible VAT calculation
- User interface could be clearer
- Content update