O-Series Rules ROCK!
October 29, 2019

O-Series Rules ROCK!

Jill DeWitt | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use it in our Tax Department in connection with SAP in order to make tax decisions on our purchases. We are able to write rules on the more complex tax decision items and that helps us save on Ryan LLC fees we pay for reverse audits.


  • Rule Writing - able to write a rule for a vendor that will only charge tax in one state but the product is used in several states so we use an allocation rule to pay use tax in the states where we have users.
  • Support - When I have a question about the system, they get back to me within a few hours of opening a ticket.
  • Tools - We use the tool's function to test if material groups are being mapped correctly to get to a correct tax decision.


  • Space issues - the system keeps shutting down so we found out it was because Vertex had some space issues
  • Less fees to our consultants for finding reverse audit refunds
  • Ease of compliance with O-Series working with ROD
  • Better reports than Q-Series
  • price
  • features
  • usability
  • analyst
We like the product features such as rule testing
Vertex Q Series just doesn't have the capability to write rules or configure the mapping.
  • RPA
  • Allocation of taxes to different states using rules
  • Complex Colorado rules so we used rules to ensure correct city taxation
I don't do much in the configuration space but our IT department has not had any complaints about O Series, but with Vertex Q they definitely have.
Recently we had an issue with a material group having the wrong mapping and they were able to help us figure it out within a day.
  • SAP (older versions)
  • Ariba - unsuccessfully
Well suited for procurement items but not really for point of sale items

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
Not Rated
Tax Data Reporting
Compliance Administration Management
Not Rated
Tax Exemption Processing
Not Rated
Tax Document Management
Not Rated
Complex Tax Scenario Management


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