Sales and Use Tax Automation for Modern Enterprise
November 23, 2018

Sales and Use Tax Automation for Modern Enterprise

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

For Purchasing, it is used primarily by the Tax Department to set up taxability mappings to make the taxability decisions on the purchasing side. For Sales, we use vertex to determine taxability and tax rates. There are exemptions put in by sales users in the field. We also use Vertex for tax compliance reporting purposes.


  • Tax calculation
  • Keep track of customer's taxability status
  • Determine purchase taxability


  • Vertex is a tax engine that is outside our ERP so all the information has to be input a second time into Vertex
  • It is still hard to set up special rules for specific transactions. For example, if we have to change the inside the city vs outside the city rate for a customer we have to change master data and the customer address tax area id and not an easy and direct rule for that order.
  • They are still using proprietary Tax Area IDs instead of geocodes or something that is a universal standard.
  • Tax Updates for on-premise still need to be installed month by month.
  • The cloud solution for Vertex O series was too slow for us to consider.
  • Helps with tax audits
  • SAP
Very costly and difficult because of tax user exits programming. We implemented SAP accelerator but that was still costly and not many people inside Vertex have that knowledge.
Each system implementation is so customized, it is hard for Vertex to know right away what the issues are, whether it in Vertex or other part of the ERP.
Automation is the main purpose of Vertex if you want to really automate the sales and use tax process.
It's Sales. This program can do anything.
I would consider an alternative implementation partner besides Vertex consulting. They are not the same level as the Big 4 or in terms of attention to detail. This is a big investment and you need to get a lot of things right in the initial implementation stage. They have a lot of new consultants that are not very experienced in some products and with the technology evolving fast, it is hard to keep up. There are many times we had to rely on a more senior consultant that had knowledge of our ERP but that took time and we put in many suggestions that just didn't work for us that we had to redo and try different things.
Sales and Purchase transactions taxability for companies that have a nexus in many states.


More Reviews of Vertex