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Vertex Report: U.S. Sees Continued Acceleration in Sales Tax Rates and Rules Changes

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Vertex (NASDAQ:VERX) has released its 2025 Mid-Year U.S. Rates and Rules Report, revealing 408 sales tax rate changes and new rates through June 30, 2025, marking a 24% increase from H1 2024. The report highlights significant shifts in the U.S. tax landscape, with Louisiana being the only state to increase its sales tax rate from 4.55% to 5%.

Key findings include a 42% increase in county rate changes, doubled new taxing cities from 30 to 60, and an 82% spike in new district taxes. City rate increases outpaced decreases by a ratio of 6:1. The report also identifies emerging trends in digital taxation and e-invoicing compliance, reflecting growing complexity in tax management for businesses.

Vertex (NASDAQ:VERX) ha pubblicato il suo Rapporto di Metà Anno 2025 sui Tassi e Regole degli Stati Uniti, rivelando 408 modifiche e nuovi tassi di imposta sulle vendite fino al 30 giugno 2025, con un aumento del 24% rispetto al primo semestre 2024. Il rapporto evidenzia cambiamenti significativi nel panorama fiscale statunitense, con la Louisiana come unico stato ad aumentare la propria aliquota sulle vendite dal 4,55% al 5%.

Tra i risultati principali si registra un aumento del 42% nelle variazioni delle aliquote a livello di contea, un raddoppio delle nuove città tassate da 30 a 60 e un incremento dell'82% nelle nuove tasse distrettuali. Gli aumenti delle aliquote comunali hanno superato le diminuzioni con un rapporto di 6 a 1. Il rapporto identifica inoltre tendenze emergenti nella tassazione digitale e nella conformità alla fatturazione elettronica, riflettendo una crescente complessità nella gestione fiscale per le imprese.

Vertex (NASDAQ:VERX) ha publicado su Informe de Mediano Año 2025 sobre Tasas y Normas en EE.UU., revelando 408 cambios y nuevas tasas de impuesto sobre ventas hasta el 30 de junio de 2025, lo que representa un incremento del 24% respecto al primer semestre de 2024. El informe destaca cambios significativos en el panorama fiscal estadounidense, siendo Luisiana el único estado que aumentó su tasa de impuesto sobre ventas del 4,55% al 5%.

Entre los hallazgos clave se incluye un aumento del 42% en los cambios de tasas a nivel de condado, un doble de nuevas ciudades gravadas de 30 a 60, y un incremento del 82% en nuevos impuestos distritales. Los aumentos en las tasas municipales superaron las reducciones en una proporción de 6 a 1. El informe también identifica tendencias emergentes en la tributación digital y el cumplimiento de la facturación electrónica, reflejando una creciente complejidad en la gestión fiscal para las empresas.

Vertex (NASDAQ:VERX)는 2025년 중간 미국 세율 및 규칙 보고서를 발표했으며, 2025년 6월 30일까지 408건의 판매세율 변경 및 신규 세율을 공개했습니다. 이는 2024년 상반기 대비 24% 증가한 수치입니다. 보고서는 미국 세금 환경의 중대한 변화를 강조하며, 루이지애나 주가 판매세율을 4.55%에서 5%로 인상한 유일한 주임을 밝혔습니다.

주요 발견 사항으로는 군(County) 세율 변경이 42% 증가했고, 신규 과세 도시가 30개에서 60개로 두 배 증가, 신규 구역 세금이 82% 급증한 점이 포함됩니다. 도시 세율 인상은 인하보다 6:1 비율로 앞섰습니다. 보고서는 또한 디지털 과세 및 전자 송장 준수에서 나타나는 새로운 추세를 식별하여 기업의 세금 관리가 점점 복잡해지고 있음을 반영합니다.

Vertex (NASDAQ:VERX) a publié son rapport de mi-année 2025 sur les taux et règles aux États-Unis, révélant 408 modifications et nouveaux taux de taxe de vente jusqu'au 30 juin 2025, soit une augmentation de 24% par rapport au premier semestre 2024. Le rapport met en lumière des changements significatifs dans le paysage fiscal américain, la Louisiane étant le seul État à avoir augmenté son taux de taxe de vente de 4,55 % à 5 %.

Les principales conclusions incluent une augmentation de 42% des modifications des taux au niveau des comtés, un doublement des nouvelles villes imposées passant de 30 à 60, et une hausse de 82% des nouvelles taxes de district. Les augmentations des taux municipaux ont dépassé les diminutions dans un rapport de 6 pour 1. Le rapport identifie également des tendances émergentes en matière de taxation numérique et de conformité à la facturation électronique, reflétant une complexité croissante dans la gestion fiscale des entreprises.

Vertex (NASDAQ:VERX) hat seinen Mid-Year-Bericht 2025 zu US-Steuersätzen und -Regeln veröffentlicht, der 408 Änderungen und neue Umsatzsteuersätze bis zum 30. Juni 2025 aufzeigt – ein 24%iger Anstieg gegenüber dem ersten Halbjahr 2024. Der Bericht hebt bedeutende Veränderungen in der US-Steuerlandschaft hervor, wobei Louisiana der einzige Bundesstaat ist, der seinen Umsatzsteuersatz von 4,55 % auf 5 % erhöht hat.

Zu den wichtigsten Erkenntnissen zählen ein 42%iger Anstieg bei Änderungen der Landkreissteuersätze, eine Verdopplung der neu besteuerten Städte von 30 auf 60 sowie ein 82%iger Anstieg bei neuen Bezirkssteuern. Die Erhöhungen der Stadtsätze überwiegen die Senkungen im Verhältnis 6:1. Der Bericht identifiziert zudem aufkommende Trends bei der digitalen Besteuerung und der Einhaltung der elektronischen Rechnungsstellung, was die zunehmende Komplexität der Steuerverwaltung für Unternehmen widerspiegelt.

Positive
  • 24% year-over-year increase in tax rate changes indicates strong revenue generation efforts
  • Significant expansion in taxable jurisdictions with new taxing cities doubling to 60
  • Growing digital taxation market presents new business opportunities for Vertex's tax solutions
Negative
  • Increasing complexity in tax compliance due to rapid rate changes may burden businesses
  • State-level revenues are plateauing or declining nationwide
  • Local governments facing pressure to raise existing taxes or introduce new ones

Insights

Vertex report shows 24% jump in tax changes, highlighting increased demand for their tax compliance solutions in a more complex regulatory environment.

Vertex's mid-year report reveals a significant acceleration in U.S. sales tax complexity, with 408 rate and rule changes implemented through June 2025—representing a 24% increase compared to H1 2024. This surge in tax changes creates precisely the kind of compliance challenges that Vertex's software solutions are designed to address.

The data points to local governments actively seeking revenue through taxation amid economic pressures. Most notably, there's been a 42% increase in county rate changes, a doubling of new taxing cities (from 30 to 60), and an 82% spike in new district taxes (from 77 to 140). The overwhelming trend is toward rate increases, with city increases outpacing decreases by nearly 6:1.

The report identifies three key trends that directly benefit Vertex's business model: continued local tax increases as state budgets tighten, expanding digital taxation (exemplified by Maryland's new 3% tax on data services), and growing e-invoicing requirements globally. Each of these trends increases tax compliance complexity—driving demand for automated solutions like those Vertex provides.

This report effectively positions Vertex as both an expert in tax policy trends and a solution provider for the very complexity it documents. By highlighting the accelerating pace of tax changes, Vertex is indirectly showcasing the growing market need for its indirect tax solutions, particularly as businesses struggle to keep pace with the evolving tax landscape.

Vertex's 2025 Mid-Year Report reveals more than 400 implemented changes to U.S. sales tax rates and rules nationwide, highlighting growing compliance complexity for businesses

KING OF PRUSSIA, Pa., July 28, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today released its 2025 Mid-Year U.S. Rates and Rules Report. The findings indicate that 408 sales tax rate changes and new rates were issued through June 30, 2025 – a 24% increase compared to the first half of 2024 – as many local governments continue to grapple with the state of the economy and generating revenue.

Local jurisdictions, including cities and districts, account for most of these updates and while only one state raised its sales tax rate this year, more may follow given the evolving federal funding landscape and shifting tax policy dynamics. This depends on how several compounding factors evolve throughout the rest of 2025. These include rising inflation, ongoing global trade disruptions and diminishing consumer spending. Another key element is the growing uncertainty around federal tax policy, especially regarding tariffs, federal matching funds and the passage of the Federal Tax Act in July 2025.

"The sharp year-over-year rise in sales tax rate and rule changes highlights an increasingly urgent challenge for businesses operating in the U.S., as the sheer volume of these updates—particularly at the local level—is creating a complex and shifting compliance landscape,” said Michael Bernard, VP Chief Tax Officer, Vertex. "This year’s surge in new taxing jurisdictions and the accelerated pace of local-level changes—driven by expiring federal funding and mounting fiscal pressure—has expanded the patchwork of tax rules businesses must navigate, demanding greater agility and precision in compliance strategies."

Amid evolving economic conditions, many jurisdictions are proactively adjusting tax policies to support essential services like road maintenance, public safety, and infrastructure. These shifts are reflected in several key findings from the Vertex 2025 Mid-Year Sales Tax Rates and Rules Report:

  • A notable shift in state sales tax rates: One state, Louisiana, increased its sales tax rate from 4.55% to 5% on January 1. This marked a nearly 10% jump – a noteworthy increase as there have only been three other state sales tax rate changes since 2020, with none occurring in 2024.
  • Local tax changes accelerated: County rate changes saw a significant rise of 42%, increasing from 36 in the first half of 2024 to 51 in the first half of 2025. Similarly, district rate changes increased by 23%, jumping from 26 to 32.
  • Surge in new taxing jurisdictions: New taxing counties grew from 1 to 7, new taxing cities doubled from 30 to 60, and new district taxes spiked by 82%, from 77 to 140.
  • City rate increases heavily outpaced decreases: 6:1 was the approximate ratio of city sales tax rate increases to decreases. Meaning for every one city rate decrease, there were nearly six (5.9) city rate increases. Despite a decline in the overall volume of city tax rate changes this year (from 159 in 2024 to 117), most of these changes were increases.

Trends to Watch

Local Tax Increases Likely as States Feel Budget Pressure
State-level revenues are plateauing or declining nationwide due to a confluence of economic, geopolitical and policy factors. This trend will continue to result in reduced government services and layoffs. Looking ahead, local governments—with limited alternatives—are expected to raise existing taxes (e.g., sales) or introduce new ones to offset lost income.

The Rise of Digital Taxation
Digital taxation is rapidly expanding as states implement sales and use taxes on digital goods and services. Maryland's new 3% sales tax on data and IT services (effective July 1, 2025) follows similar actions, like Texas's amended sales tax on data processing. This legislative push to capture revenue from the growing digital economy is expected to accelerate. The Multistate Tax Commission's work toward a standardized sales tax approach could influence widespread state adoption or even prompt federal action by 2026.

E-Invoicing Compliance Remains a Global Focus
E-invoicing mandates continue to expand across jurisdictions outside the U.S., where VAT remains a key revenue source. While such requirements are unlikely to be adopted domestically due to already high compliance rates among U.S. taxpayers, multinational companies must still navigate a growing patchwork of real-time reporting rules abroad. These developments underscore the importance of strong data governance, cross-functional collaboration and deep compliance expertise.

To download the full 2025 Mid-Year report, click here. To learn more about Vertex, visit vertexinc.com.

About Vertex 
Vertex, Inc. is a leading global provider of indirect tax solutions. The Company’s mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex empowers the world’s leading brands to simplify the complexity of continuous compliance. 

For more information, visit www.vertexinc.com or follow us on X and LinkedIn.  

COPYRIGHT © 2025 VERTEX, INC. ALL RIGHTS RESERVED. THE INFORMATION CONTAINED HEREIN IS INTENDED FOR INFORMATION PURPOSES ONLY, MAY CHANGE AT ANY TIME IN THE FUTURE, AND IS NOT LEGAL OR TAX ADVICE. 

Vertex Company Contact: 
Rachel Litcofsky  
Manager, Public Relations  
mediainquiries@vertexinc.com   


FAQ

How many sales tax rate changes were implemented in the U.S. during H1 2025 according to Vertex (NASDAQ:VERX)?

According to Vertex's report, 408 sales tax rate changes and new rates were implemented through June 30, 2025, representing a 24% increase compared to the first half of 2024.

What was the ratio of city sales tax rate increases to decreases in H1 2025?

The ratio was approximately 6:1, meaning for every one city rate decrease, there were nearly six city rate increases.

Which U.S. state increased its sales tax rate in 2025 according to the Vertex report?

Louisiana was the only state to increase its sales tax rate, raising it from 4.55% to 5% on January 1, 2025.

How did county rate changes compare between H1 2024 and H1 2025?

County rate changes saw a 42% increase, rising from 36 in the first half of 2024 to 51 in the first half of 2025.

What are the key trends in digital taxation according to Vertex's 2025 Mid-Year Report?

Digital taxation is expanding rapidly, with states implementing sales and use taxes on digital goods and services. For example, Maryland implemented a new 3% sales tax on data and IT services effective July 1, 2025.
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