Pretty pleased thus far with Vertex O Series and Returns capabilities. Still room for changes
October 30, 2019

Pretty pleased thus far with Vertex O Series and Returns capabilities. Still room for changes

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Used by Tax Department. Addresses more accurate calculations of sales and use tax.
Will address more automated return completion and review process.

Pros

  • Identify and calculate appropriate taxes using provided details.
  • Identifying appropriate return to use per state.
  • Communicating with clients regarding issues and updates.

Cons

  • GPS Coordinates lookup for TAID
  • Decreased the monthly processing time for our returns.
  • Improved the accuracy of the return amounts as well as allocation.
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
The product features was the top factor compared to other options. The fact Vertex maintains all the jurisdictions rates and updates was key.
  • Using the inventory solution
Vertex support assisted with me not being able to update the application.
It would be more efficient and smoother if Vertex Returns were part of Vertex O Series instead of a separate application. If the fee amount is an issue, increase the amount for the O Series to account for being able to access Returns via O Series.

Vertex Feature Ratings

Sales and Use Taxes
7
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
Not Rated
3rd-Party Software Integrations
Not Rated
Tax Data Reporting
5
Compliance Administration Management
Not Rated
Tax Exemption Processing
Not Rated
Tax Document Management
6
Complex Tax Scenario Management
Not Rated

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