Best Software for 2025 is now live!
Save to My Lists
Paid
Claimed

Vertex Features

What are the features of Vertex?

Tracking

  • Sales Tax
  • VAT
  • GST
  • Exemptions
  • Adjustments
  • Localization

Integrations

  • Integrations

Remittance

  • Returns
  • Notifications
  • Global/Cross Borders
  • Analytics

Filter for Features

Tracking

Sales Tax

Based on 27 Vertex reviews. Tracks and applies sales tax rates and rules
87%
(Based on 27 reviews)

VAT

As reported in 19 Vertex reviews. Tracks and applies VAT (value added tax) rates and rules
80%
(Based on 19 reviews)

GST

Tracks and applies GST (goods and services tax) rates and rules 18 reviewers of Vertex have provided feedback on this feature.
77%
(Based on 18 reviews)

Exemptions

As reported in 24 Vertex reviews. Tracks and applies tax exemptions for the appropriate products, transactions, or accounts
84%
(Based on 24 reviews)

Adjustments

As reported in 20 Vertex reviews. Adjusts sales tax prices for certain products, customers, or occasions where necessary
74%
(Based on 20 reviews)

Localization

Applies the appropriate local and federal rules and rates 18 reviewers of Vertex have provided feedback on this feature.
74%
(Based on 18 reviews)

Integrations

Integrations

As reported in 24 Vertex reviews. Integrates with ERP, accounting, or other transaction software
78%
(Based on 24 reviews)

Remittance

Returns

As reported in 23 Vertex reviews. Automates and manages returns and remittance for different jurisdictions
90%
(Based on 23 reviews)

Notifications

Based on 24 Vertex reviews. Sends notifications for important tax filing dates
82%
(Based on 24 reviews)

Global/Cross Borders

Helps simplify duties and cross-border tariffs, such as estimating import taxes 17 reviewers of Vertex have provided feedback on this feature.
71%
(Based on 17 reviews)

Analytics

As reported in 17 Vertex reviews. Provides insights and analytics to make informed decisions about tax compliance, tax obligations, tax codes, etc.
71%
(Based on 17 reviews)

Tax Planning

Strategies

Recommends strategies to lower taxes such as tax credits or charitable contributions

Not enough data

Exemptions

Determines exemptions for sales tax or revenue tax for industries such as nonprofit

Not enough data

Credits

Determines tax credits and carryforward from prior years to lower the amount of tax owed

Not enough data

Estimations

Estimates how much tax will be owed at the local, state, or federal level

Not enough data

Tax Filing

Calculations

Calculates tax related data, such as income, COGS, depreciation, and other operating costs

Not enough data

Rules & Regulations

Provides the latest rules and tax rate information for different federal, state, county, and city entities

Not enough data

Reporting

Provides custom reporting of current and historical information to support tax reporting and filing

Not enough data

Workflows

Integrations

Integrates with other systems, such as accounting, ERP, CRM, and ecommerce platforms

Not enough data

Importing

Syncs with company accounts to automatically import transaction data

Not enough data