Case Study: AmeriGas achieves streamlined multi-state sales tax compliance with Vertex Inc.'s O Series

AmeriGas streamlines sales tax in 50 states with Vertex

AmeriGas faced highly complex, multi‑state propane sales‑tax calculation and reporting — variables spanned where and how much product was sold, how it was used, and how it was delivered — and its legacy tax engine and lack of a formal process for updating vending‑machine tax rates nationwide couldn’t keep up. To meet a tight timeline, AmeriGas selected Vertex and its Vertex Indirect Tax O Series.

Vertex implemented Vertex O Series integrated with SAP, deploying 2,000+ custom impositions, 60,000+ customer exemption certificates, 5,000+ custom rules, advanced taxability mappings, situsing rules, tax assist/lookup tables and more. Vertex’s solution automated tax content and processes, producing more accurate tax calculations, improved address determination and cleansing, streamlined compliance and batch processing, and reduced dependency on IT resources.

AmeriGas

Margie Morris

Corporate Tax Manager