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
- Geolocation for Tax Assessment (85)9.494%
- Sales and Use Taxes (120)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…
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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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(252)Attribute Ratings
Reviews
(1-25 of 33)Companies can't remove reviews or game the system. Here's why
March 08, 2024
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, VAT
- 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
My organization is using both Vertex O and Vertex Returns and reporting for calculating, validating, and reporting sales tax and VAT. We are using Vertex for both sales and purchase activities. Tax calculation and validation are fully automated with Vertex. Vertex is connected to our ERP system, that is Oracle. Oracle and Vertex can work together very easily.
- 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
July 17, 2023
Vertex - robust program with a lot of features
We primarily use Vertex to support our sales transactions. Vertex calculates our US Sales and consumers use tax. We also use it for all foreign VAT tax. All of our sales tax exemption certificates are handled with in the Vertex system as well.
- 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.
Score 9 out of 10
Vetted Review
Verified User
Vertex is used to perform sales and use tax calculations for our US-based transactions.
- 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
February 21, 2023
Great tax calculation tool
Sales, Purchase, US Sales and Use tax, International VAT & GST
- Tax code determination
- Tax calculation
- Integration with billing systems
- Non deductible VAT calculation
- User interface could be clearer
- Content update
December 31, 2022
Sales tax automation.
We use Vertex for US sales tax processing and filing. What we like about Vertex is that it has helped to automate our sales tax calculations through a stable integration with our internal billing system. Their team is also great to work with to ensure our sales tax filings get filed on time. Their tax engine also covers a wide range of products/services when some of their competitors are limited. One area for improvement is that they lack integrations with some ERPs and billing systems.
- Integrations with APIs work well.
- Diverse tax codes in tax engine.
- Responsive customer service.
- Integrations with ERPs, some major ERPS lack integration with Vertex.
- Customizations take some time to learn and set up.
December 28, 2022
Vertex at a glance
Vertex O is being used in the US and Canada for both sales and purchases. It is not used globally. We use it for sales, purchases and exemption certificates.
- Rates for sales.
- Allows multiple flex fields to help correctly determine taxability.
- Updates the tax rules when the change in a state.
- A trusted vendor doesn't work the best.
- We have an issue with the tax drivers, for us, it is material groups and that isn't always taxed in the same manner across states.
- Vertex does not have the best global platform yet, needs to improve LAO, especially Brazil capability.
December 21, 2022
Vertex is best of the best!
We use Vertex O series On Demand for Sales and Purchase transactions at Covestro and at Bayer Corp. Covestro LLC is a Chemical company, with a BIG presence in Texas. At Bayer Corp we used it for Healthcare, Animal Health, CropScience, and Chemicals and had a presence in many States. We support US Sales and Use tax, Canadian VAT tax, and Vertex Consulting (Hal Burchfield) assisted us with a VAT implementation for a number of EU countries. At Covestro LLC, we may be interested in a Brazil implementation when we begin our S4 Hana upgrade project in 2024.
- Great monthly updates of rates and rules and locations
- A very flexible tool for user defined decision making
- Ability to customize for specific scenarios that may be specific to our Company
- We pay Vertex compliance to put numbers on our Tax returns. Tax manager would like them to pick up our monthly files rather than him having to supply them. I'm not sure if that will ever happen, but the Tax manager said he never has to massage the data.....just gathers the Tax2000 reports and provides.
- Would like to see some of the LCR Dixon tools to become part of the standard delivered functionality now that Susi is part of Vertex now. Especially the New testing tool. I asked about this at conference, but they are still evaluating all that.
December 20, 2022
Vertex O is AWESOME!
We are using the Vertex O Series as our tax engine and primary reporting tool. We have 60-plus operating companies that use two different billing systems. We use Vertex O Series to calculate the tax across both billing platforms and then pass that data to Vertex Returns for compliance reporting. Vertex O is able to handle complex taxing issues and calculations for us across both billing platforms so we are confident that the tax charged on the invoice is correct.
- Report generation. We can rely on a range of reports with very detailed data to high-level summaries.
- Easy export of sales and tax data from Vertex O Series to Vertex Returns for compliance reporting.
- Ability to assign roles and levels of what users can and cannot due within Vertex O Series. Very much needed for segregation of duties and SOX compliance.
- I would like to see the communication between Vertex O and Vertex Returns and a bit more shored-up. Specifically in the Tax Area ID world. It seems like there are times where a tax area id has been retired in O but still exists in returns.
- I would like to be able to search more invoices within the Standard Invoice Detail Report. Currently, the invoice number field has a character limit that is very frustrating to work with.
- I would like for there to be a progress bar feature when running reports and/or not to have to "Refresh" to see when a report or task is complete.
- I would also like to be able to kick off a report and have Vertex O notify me when the report is done.
December 16, 2022
Tax Technology
We currently use Vertex O Series in our tax department.
- Validation of tax data
- Links with our ERP system well
- Testing of tax data
- Having the monthly updates automated instead of using myvertex
- Having the Help menu a little more user friendly
- Better search capabilitites
August 23, 2022
Reliable and accurate
Our company uses Vertex for sales transactions in the US and Canada. We do not use Vertex for any purchase transactions. Vertex calculates all sales/use and VAT (Canada) for our company. Our company also uses Vertex Returns for filing sales tax returns. We utilize Vertex's RateLocator tool for tax rate lookups. Our company does not currently utilize the Vertex Exemption Certificate Manager, but we plan on doing so in the future.
- Accurate tax calculations
- Updated rates monthly
- Fast customer service responses
- Occasional issues with addresses calculating incorrect tax rates
- Tax assist creator could be much simpler
- Limited support for Vertex L
August 10, 2022
Why Vertex is the optimal solution for sales and use tax
The company (including the tax dept) utilizes Vertex O to maintain and retain exemption certificates, calculate and retain sales records, and automate the use tax accruals.
- Calculation of Sales Tax
- Accurate Sales Tax Rates
- Excellent solution for Exemption Certificates
- Interface could be more user-friendly
- Updating Exemption certificates in mass (such as expiration dates) should be easier
March 15, 2022
vertex
Sales invoicing transactions for US sales/sellers use tax and Singapore GST using Oracle Cloud Order entry transactions using SAP Hybris Both order and sales systems point to the same Vertex Production environment
- Keeping rates up-to-date
- Flexibility to handle all types of transactions, tax scenarios
- Reliable tax results
- When I want to use a particular feature or to learn more about a feature, it's difficult to find exact instructions - I guess I don't know how to search the various knowledge tools? Is there more than one place to look for assistance?
- Learning to fill in knowledge gaps - some things I know ad nauseum, but other things I don't know at all, such as flex fields.
January 14, 2022
Vertex - your tool for complex scenarios and a huge catalogue
My organization uses Vertex for sales transactions both online and in brick and mortar. We do have a huge variety of SKUs and multiple product classes that need to be mapped properly to allow the correct taxation of our product. We do use the engine to provide us with use and sales tax for both US and Canadian transactions.
- Testing transactions.
- Tax break down.
- Easy access to XMLs (input and output) of transactions.
- Some changes to become active need a refresh of the account provided by the support.
- Vertex should be more on top of tax changes, sometimes they are late on applying them in the system.
Vertex utilizes a powerful calculation engine that lets us achieve an accurate determination of sales and purchase tax in every transaction and also automates the tedious processes involved in calculating, collecting, and reporting on sales, VAT, and other transaction tax types.
- Centralized and automated indirect tax processing.
- Importing/exporting of tax data.
- Management of consumer use tax.
- An innovative way to determine calculations, taxability, and reporting on VAT and other tax-related processes.
- The main search and the backspace does not work as intended.
- The customer support ticketing system needs some improvement for ease of use.
December 12, 2019
Customizable and full of features
Vertex O Series is the tax engine software used by our organization. It's integrated into our ERP system and assists in calculating tax accruals.
- Linked to the appropriate product categorization.
- Updated tax rates.
- Integration with ERP new features not always up-to-date.
- Communication between Vertex and Oracle.
October 31, 2019
Vertex - not sexy, but built to last!
We use Vertex O Series for sales and use tax calculations. We have nexus in almost every state, and have a lot of sales to dealers - so we also license ECM (Exemption Certificate Manager), which allows us to seamlessly link the certificate scans to the customers. I have learned from auditors that Vertex is the auditor’s preferred data source as well.
- Exemption certificate management
- Staying current with rate changes
- Staying current with legislative changes
- Vertex always wants to hear suggestions from their customers.
- Transaction data extract still requires use of a pivot table...
- UI is not intuitive and there aren’t mouseover tips, so occasionally it can be difficult to figure out how to use unexplored features.
- Would like to see more examples of how others use Vertex.
- Recently learned of the very active user community for Alteryx. Would like to see Vertex incentivize users to share tips, tricks and advice.
October 30, 2019
Vertex Connected!
Vertex O Series is used as the tax calculation engine for all business units in the US except for food and agriculture in our Dean Moines office.
- Robust calculation engine for leasing.
- Easy user interface for configurations.
- Ability to build user-defined rules and tax assist rules.
- Make it easier to write tax assist rules, maybe add some examples directly within the screens or on the fields being selected.
October 30, 2019
From My Perspective
Vertex O Series is used across the operation organization to tax end users.
- Vertex decides for the taxing jurisdiction for the user.
- Vertex has the ability to decide the taxability of different types of finance options.
- It would be great if O Series would have an address search engine option. Sometimes customer data comes in without the zip code and we have to use an outside search tool to pinpoint the zip code.
October 30, 2019
On its way to becoming a great product!
Our Company is currently in the process of integrating Workday Cloud ERP with Vertex Cloud and moving to Vertex Returns Cloud. We currently use Vertex 7 On Premise - Consumer's Use. Our goal is to automate the verification of supplier sales tax and automate the ledger entries to self-assess use tax. We would also like to bring in the outsourced returns process to Vertex Cloud Returns.
- Product or purchasing code mapping.
- Tax rates.
- Tax research.
- Support for Vertex Cloud is lacking.
- The sales process around determining if on-demand vs. cloud would fit a client's needs.
- Vertex Returns provided with the cloud lacks functionality when compared to the returns module used with on-premise or on-demand.
October 30, 2019
IT program management point of view
Throughout the organization, O Series is used for US SUT & Global VAT-GST. Leverage VITR for filing based on exports from O Series.
- Monthly content.
- SAP accelerators.
- Tax assist rules.
- Improved tax accuracy.
- Faster response in doing business.
- Compliance.
October 29, 2019
Reliable and stable choice
O series is used to calculate both sales and use tax in our ERP system. We have one ERP instance. We also use it to manage exemption certificates. We only use O series for the US and Canada. All other tax is computed by our ERP. We use the tax reports to send data to a third party to tax return preparer.
- Calculates accurate sales and use tax based on your configuration.
- Monthly updates are easy to keep tax rules up to date.
- Continues to improve its troubleshooting tools.
- Missing an easy way to enter tax exemption certificates for reciprocal certificates. State certificates that are accepted in other jurisdictions.
- The interface for creating tax assist rules in V.8 is very clumsy and not very user-friendly. Not intuitive and very technical.
- The interface for creating reports is not user-friendly. It is very clunky and difficult to use. Particularly the filters.
October 29, 2019
The beverage industry is pleased with O Series
CONA is a service company that provides an IT platform for 12 Coca Cola bottlers. We have Vertex 7.0 installed as our tax calculation engine and it is bolted on to our SAP environment. We use the O Series for transaction taxes in North America (including Canada). This includes Sales and Use, VAT, Container deposits, CRFs, soft drink taxes, and Sugar-sweetened beverage taxes. We are able to handle multiple types of transaction taxes in one system. It saves time and money.
- The O Series does a good job keeping the rates current for multiple tax types and fees.
- The O Series has been quick to work with us on new tax legislation around soft drink taxes that get passed quickly and are implemented quickly.
- The O Series support has worked well with us on our issues that require quick correction.
- Some of the changes that were made to the qualifying conditions from the conditional rules caused us issues. We would have liked it if Vertex had continued to support the original conditional rule design but we have moved past that issue now.
- We have had to create some of our own rules to accommodate the origin rules for soft drink taxes. We had hoped vertex would have been quicker to handle those.
- We do still have issues with the return export file. The data is not always correct but we are working with support on this.
Currently, we are using it for our Sales (AR) to charge taxes on our product. We are in the process of implementing Vertex with the P2P side for purchases. The difficulty we have found currently is with the P2P integration into our ERP system since Workday is not fully integrated currently. So, we have a workaround. My fear is origin-based states and rate changes since a table will need to be updated until Vertex is fully implemented.
- Returns through VITR.
- Exemption Certs.
- Rates - always up to date.
- Custom Reports.
- Exports of Data.
- Rate Detail of Recommendations.
October 29, 2019
Vertex O Series Review
Vertex O Series is being used by myself as an administrator and by our company's accounts receivable team to manage exemption certificates. It is implemented with SAP ERP system and our Hybris e-commerce website.
- Manages exemption certificates including images and different jurisdictions.
- Nexus is very easy to configure.
- User interface is easy to navigate.
- The reporting functionality is not very robust. I utilize Accelerator for most of my reporting needs.
- I would love if O Series had a document search functionality. My company previously utilized a different sales tax software and after a transaction was processed, you could go into the software front-end and search by billing document to see all the tax treatments and exemptions applied to that particular transaction.