Vertex helps automate sales and use tax compliance for any size business. By enabling calculations and returns in a single, cloud-based solution, offering flexible service levels and featuring flexible pricing with no overage fees, Vertex meets the sales and use tax automation needs of growing businesses.

Vertex helps automate sales and use tax compliance for any size business. By enabling calculations and returns in a single, cloud-based solution, offering flexible service levels and featuring flexible pricing with no overage fees, Vertex meets the sales and use tax automation needs of growing businesses.

Sales & Use Tax Automation

Vertex helps automate sales and use tax compliance for businesses of all sizes. By enabling calculations and returns, Vertex meets the sales and use tax automation needs of growing businesses.

Key Benefits

  • Real-time tax calculations for all sales transactions
    • Quotes/Estimates
    • Cash sales
    • Sales orders
    • Invoices
  • Simplified NetSuite tax setup
  • Consumers Use Tax on the SuiteTax integration only
  • Address validation: validate address information for accurate tax calculation
  • Estimates: get accurate tax rates for the estimates you prepare
  • Sales orders: ensure the accuracy of taxes to be collected or paid
  • Invoices: update your tax journal with real-time tax information
  • Credit memos: calculate the correct tax amount for credit memos
  • Cash sales: enter correct tax information for in-person purchases 
  • Cash sales refunds: calculate the correct tax amount for cash returns
  • Subsidiaries: separate taxation amount subsidiaries (in NetSuite OneWorld only)

Proven Solution from a Leader in the Industry

Vertex Cloud Indirect Tax is built upon Vertex Inc.’s more than 40 years of tax expertise and position as the leading provider of corporate tax software and services. Vertex meets the sales and use tax automation needs of growing businesses. The solution is available for use in three deployment models – on-premise, on-demand and cloud to integrate directly with mid-market ERPs, procurement solutions, and ecommerce platforms. From returns-only processing, tax calculations, and signature-ready PDF returns to outsourcing services that include returns filing and payment processing, Vertex Cloud provides a proven and reliable solution for businesses looking to save time, effort, and risk associated with sales and use tax calculation, returns, remittance, and compliance.

Rate files

Download rate files by location or upload addresses for your specific business needs and access tax rate files. Jurisdiction tax amounts are continuously researched and updated, maintaining our tax content to keep you current.

Calculations and Returns in One Solution

Perform tax calculations and generate signature-ready PDF returns in one solution. With Vertex Cloud Indirect Tax, there is no need to access separate applications for tax calculations and returns. Our innovative interface guides you through a configuration process that allows you to personalize the taxability to make it as simple or complex as you need. With calculations and returns in sync, signature-ready PDF returns are automatically generated for you for each relevant time period.

Returns Only Offering

Upload tax data files from any data source and generate signature-ready PDF returns. No matter the source of your data, you can use our returns only offering for your or your clients’ businesses. File and remit payment for the returns yourself, or allow Vertex to file and remit payment for you.

Exemption Certificate Management

Store, update, and maintain your exemption certificates. Efficiently manage your exemption processes with Vertex. You have the flexibility to bulk upload exemption certificates or upload them one at a time, set effective and expiration dates, store the certificates, and manage customer exemptions with our solution and within your ERP.

Consumer Use Tax

Calculate and report your consumer use tax. Consumer use tax can be complicated, with various scenarios triggering a requirement for the tax. Vertex Cloud Indirect Tax enables you to calculate and report your consumer use tax, including for accruals, asset and goods management, inventory removal, and purchase orders.

Vertex is a leading and trusted provider of comprehensive, integrated tax technology solutions for corporations worldwide. Since 1978, more than 10,000 companies from around the world have relied on Vertex for our unparalleled expertise in tax technology and data management. Today we combine advanced technology, sophisticated software, and an exceptional team of experienced tax experts to help our customers simplify their sales tax process while complying and staying up-to-date with ever changing tax laws.

Ratings & Reviews

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Based on 5 Reviews

Most Helpful Reviews

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Great product

We are a national services firm, with locations in 48 states and Vertex handles everything. I would highly recommend the product.

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Version 7 on demand review

Vertex Cloud Indirect Tax for NetSuite Version 7 provides what we need. As I have submitted feedback on support before. I have noticed improvement. Support tickets are being rapidly addressed, including follow up if support ticket was transferred to another department. This has been an issue in the past.

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Vertex With NetSuite

We’ve been very happy with the sales tax automation utilizing Vertex SMB through both NetSuite and Magento. We’ve saved a lot of time and eliminated many manual processes. As a small company, we love the ability to access their enterprise level sales tax engine over the cloud. They offered us the best return on our investment.

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Amigo Controller

Great product. Taxability on the line level is great. Maintaining customer taxability in NetSuite is terrific. Very cost effective for small to mid size business. Couldn’t be happier! Having tax directly on the customer record is awesome!!! This makes new customer and new order setup much easier than external portals! Now that we have Vertex, I couldn’t imagine our processes without it!

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Excellent Tool from a Fantastic Team

We've been using Vertex for sales tax automation in NetSuite for several years. We continue to be impressed with the quality of the tool and the helpfulness that the Vertex team provides. They really care about their customers and take your feedback seriously. We've seen several of our improvement suggestions show up in the next SuiteApp update. I'd recommend Vertex for NetSuite, without a doubt.

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