Case Study: MetLife achieves a single source of truth for use tax with Vertex Inc.'s Indirect Tax O Series

MetLife Leverages Vertex to Enable a Single Source of Truth for Use Tax

MetLife, a global financial services company, was struggling with software taxability and handling use tax audits because there was no single source of truth and audits required days of manual reconciliations between Vertex and PeopleSoft. To tackle this, MetLife worked with Vertex and increased its use of Vertex Indirect Tax O Series to centralize tax data and improve taxability decisions.

By leveraging Vertex as the single source of truth, MetLife gained better commodity codes and tax rule assists, improved audit defense, and reduced data‑integrity risk. Vertex’s solution saved time, provided more visibility into organizational spend, enabled better tax‑spending planning, and made the monthly use tax compliance process more efficient.

MetLife

Lori Guardado

Assistant Vice President