Vertex at a glance
October 30, 2019

Vertex at a glance

jennifer fullwood-jones | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Vertex O is used by the Sales and Use Tax Department. This department consists of three people. The business problems Vertex O addresses deals with the taxability of sales since we do sale appliances. It also helps in determining exempt customers as it relates to resale. This helps when looking up exempt customers and etc.
  • Vertex O Series holds information as far as our exempt customers are concerned.
  • Vertex O also helps with providing the taxability of customers.
  • Vertex O provides in-depth information on the buyer and the sales info.
  • Because I am still learning the ends and out of Vertex O, I cannot really tell where improvements are needed. I'm sure with further use I would be able to answer this question in more depth.
  • Again, the positive impact comes when audit info is requested. Being able to pull reports requested by the auditor in detail is important.
  • price
  • features
  • usability
  • product reputation
When providing audit info for auditors it is easy to pull up all sales info, confirm exempt customers, point of sale and etc.

Vertex Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
Not Rated
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
Not Rated