Special features of Vertex

The key feature of Vertex technology is its tax rate directory. This directory contains sales tax rate information for over 66,000 locations in the United States and Canada. Included is tax information for every state, county, and city with a population over 250, including tax rates and effective dates. The directory is updated monthly with new tax rate information, so it is always current.

In addition to its tax rate directory, Vertex offers extensive functionality and the ability to deal with a variety of special tax situations:

  • Dual rates, where cities have more than one tax rate
  • Tax authority overrides, where a city tax overrides a county tax
  • Intrastate transactions, where the district-level taxes must be calculated at the ship-to location
  • Maximum taxes, where cities and counties have a limit on the amount of tax that you are required to pay