HDCJackson
Occasional Member - Level 1

Does anyone use a 3rd party add on for their Invoice Tax Calculation processing?

We process all our Expense Reports and Invoices in house (Invoice Capture (Document Separation and Verification) as well as Invoice Manager roles.  Since the Concur Invoice module does not have a sales tax calculation feature, I would like to know if there are other Concur Invoice Module users that have brought in a 3rd Party Vendor to assist with their company's sales tax processing on their invoices?

1 REPLY 1
PoojaKumatkar
Super User
Super User

Hi @HDCJackson ,

 

Personally, I have not worked with the below third-party applications for tax calculation in my previous invoice projects. However, while researching possible solutions online, I came across the following three third-party tools that can help with tax validation and calculations:

 

1. Blue Dot: 
Blue dot does not directly auto-calculate tax amounts in SAP Concur Invoice as a primary tax engine. Instead, it validates invoice data, determines eligible VAT/GST, and writes back recoverable tax amounts. For full tax calculation—especially in multi-tax environments—a dedicated tax engine is still required.

https://help.sap.com/docs/CONCUR_EXPENSE/71cd600edbdf4d76bb41138dabdaccf1/095b5596fd0642c3a8b7a4d6db...

 

2. Avalara AvaTax:

Avalara AvaTax acts as a dedicated tax calculation engine rather than just a validation or compliance tool. It is designed to automatically determine and calculate applicable taxes (such as VAT, GST, or sales tax) in real time based on transaction details, jurisdiction, and tax rules.

When integrated with SAP Concur Invoice, Avalara can:

  • Automatically calculate tax amounts during invoice processing
  • Apply jurisdiction-specific tax rules for multi-country or multi-state scenarios
  • Return calculated tax values back into Concur for invoice posting

However, Avalara is not primarily focused on VAT recovery or post-audit validation. Its core strength lies in accurate, real-time tax determination and calculation across complex tax jurisdictions, rather than just identifying recoverable tax or validating tax entries.

In summary, Avalara serves as a full-fledged tax calculation engine for Concur Invoice integrations, especially suited for multi-tax and complex regulatory environments.

 

 

3. Vertex:

Vertex O Series is a dedicated tax determination and calculation engine that can be used with SAP Concur Invoice to compute applicable taxes based on jurisdiction-specific rules and transaction details.

When integrated with Concur Invoice, Vertex:

  • Automatically calculates tax amounts in real time during invoice processing
  • Applies complex tax rules across multiple jurisdictions (VAT, GST, sales tax, etc.)
  • Returns calculated tax values back into Concur for invoice posting and compliance

Unlike validation or recovery-focused tools, Vertex’s core function is end-to-end tax determination and calculation, particularly for highly complex and multi-tax environments.

In summary, Vertex serves as a primary tax calculation engine for SAP Concur Invoice integrations, especially suited for organizations requiring advanced, multi-jurisdiction tax computation.

 

 

Avalara vs Vertex — SAP Concur Invoice Perspective

Note - This is a new area for me and something I have not previously worked on. For better clarity and ease of understanding, I am sharing a feature comparison that may help everyone here on Community to understand it better. 

PoojaKumatkar_0-1776245112147.png

 

 

Hope this helps! ‌‌

 

If this answers your query, then please mark solution as accepted.

Thanks!
Regards,
Pooja