Vertex O Series - Don't assess use tax without it!
October 28, 2019

Vertex O Series - Don't assess use tax without it!

Amy Komlanc | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use O Series for sales and use tax. We were assessing use tax manually prior to the implementation of Vertex. We have moved to an automated use tax calculation with the implementation of Oracle and Vertex O Series. It has increased our efficiency, reduced our tax liability and streamlined our processes for tax compliance. We utilize tax assist rules and look up tables specific to our needs as a manufacturer. We are very happy with this product.


  • Tax assist rules
  • Maintaining tax rates
  • Updating changes in tax regulations


  • Being able to find the names of fields when building tax assist rules
  • Wayfair thresholds
  • Reduce tax liability
  • Increased compliance
  • Reduced audit risk
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
We needed a product that was compatible with Oracle and user friendly for all staff. It was important to work functionally with our current software and have a seamless implementation.
We selected Vertex O Series based on its partnership and compatibility with [Oracle], the appearance and ease of use, the reputation of Vertex and the customer service.
  • To comply with nexus
  • To file sales and use tax returns
We have specific exemptions and unique purchases we use in the manufacturing process that normally would be subject to tax. Vertex was able to help us set up tax assist rules and look up tables in Vertex O Series to manage these unique purchases and utilize the available exemptions.
  • Oracle
  • BMS
  • Cloud Craze
O Series is well suited for maintaining tax rates, keeping up to date on tax regulation changes, and utilizing tax assist rules specific to our industry. It is great for researching tax categories and the application of tax across several states. It is also great for maintaining nexus and filing requirements for all states.

Vertex Feature Ratings

Sales and Use Taxes
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
3rd-Party Software Integrations
Tax Data Reporting
Compliance Administration Management
Tax Exemption Processing
Tax Document Management
Complex Tax Scenario Management


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