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Vertex Rates High
Updated October 10, 2023

Vertex Rates High

Barbara Donoho | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Use it across the organization for the food division. Solves the issue of sales and use tax. Currently looking at implementing tax for purchase transactions.
  • Current tax rates for invoicing
  • Ability to override tax
  • Easy interface to Vertex Returns
  • More streamlined flow for beverage (sugar tax) taxation
  • Easier creation of tax assist rules
  • More configuration setup control at the user level
  • Easier way to locate user defined tax rules
  • Easier navigation to view mappings and how individual rules for states
  • More accurately filed returns
  • Easy data retrieval for audits
Some of the complex transactions for food and beverage are not addressed for the various setups in the states. It is necessary for us to build tax assist rules or overrides to accomplish the correct tax calculations.
Obtaining additional keys for new jurisdictions is sometimes a longer wait time than we would like it to be.
Manual overrides are still necessary for taxing food and beverage transactions to accommodate the various regulations for the different states.
  • Scalability
  • Ease of Use
Product features for product specific taxation
Vertex is more streamlined.
  • Arkansas beverage tax
  • Override of taxation based on the product usage
Too limited and difficult to understand.
Last year, at the Exchange conference. Helped to identify the problems we were having with running the transaction detail report that resulted in a large amount of data.
  • Peoplesoft
  • Internally written ordering system
  • We are currently in the process of implementing SAP S4 and will integrate to Vertex.

Do you think Vertex delivers good value for the price?

Yes

Are you happy with Vertex's feature set?

Yes

Did Vertex live up to sales and marketing promises?

Yes

Did implementation of Vertex go as expected?

Yes

Would you buy Vertex again?

Yes

Allows custom tax rules to be setup without requesting custom code changes from Vertex. I would like to see Vertex provide more education on the configuration setups.

Vertex Feature Ratings

Type of tax
10.0
Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Tax Reporting & Compliance
7.0
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
5
Tax Data Reporting
9
Tax Exemption Processing
7
Tax Document Management
9
Complex Tax Scenario Management
2

Using Vertex

5 - Tax and IT
2 - IT
  • Tax Rates
  • Jurisdiction Idenifier
  • Tax Overrides
  • Currently implementing SAP S4
We are renewing and we are adding address cleansing and integration to SAP S4
Sometimes the response time is not good.

Evaluating Vertex and Competitors

Yes - An internal product

Vertex Implementation

Definitely use a 3rd party consultant to assist with configurations.
  • Third-party professional services
BDO
Change management was minimal
  • Arkansas beverage tax
  • mapping product categories to Vertex categories
  • zip codes

Vertex Support

ProsCons
Knowledgeable team
Problems get solved
Support cares about my success
Not kept informed
Escalation required
Need to explain problems multiple times
Slow Initial Response
Yes - It was eventually resolved but not in a timely fashion. We had to keep contacting the support team to get status and be asked for a log or a screen print. Communication is not good.

Using Vertex

ProsCons
Relatively simple
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • rate updates
  • finding taxability rules
  • tax assist rules
  • determining configuration settings