Tax Reference Solutions

Consistently managing sales and use taxes efficiently and accurately no longer requires a staff of tax professionals spending valuable time monitoring state and local government web sites or scouring tax journals for changes to tax rates, rules and jurisdictions. Vertex's department of 75-plus experienced tax research specialists do this tedious, but obligatory work for you.

If you're challenged with collecting and remitting the right amount of sales or use tax to maintain compliance with state and local jurisdictions, and keeping up to date with the constant changes in tax rates, you will benefit greatly from our Vertex Tax Reference Solutions.

Vertex Sales Tax RateLocator

Vertex Sales Tax RateLocator is the most accurate, up-to-date and easy to use tax reference software solution available on the market today. Monthly updates provide you with current U.S. and Canadian sales, use and rental tax rates at the component part level, as well as a combined rate. RateLocator also includes taxability charts and state contact information, and provides special rules at the jurisdictional level and non-standard and special tax rates. Updates are provided monthly.

Vertex Sales Tax Reference

Includes exemption certificates, registration forms, return filing forms, and resale certificates. Special categories, which include exempt organizations, taxable services, Electronic Data Interchange (EDI) and Electronic Fund Transfer (EFT), will help you address unique taxing situations. Provided in Portable Document Format (PDF) for your convenience and updated monthly.

Vertex City-County Reference

Delivers to your desktop, county and Zip code information for approximately 60,000 cities with populations exceeding 250 in the U.S., the United States Possessions and Trust Territories, and Canada. Provided in Portable Document Format (PDF) for your convenience and updated annually.

Benefits

Save Time: Avoid manual searches and time-consuming phone calls or inquiries to state and local tax offices for the latest sales and use tax rates.
Ensure Accuracy: Vertex's accredited research professionals have forged strong relationships with state and local tax offices to ensure that the tax rates and information in every tax reference product are accurate and compliant.
Installation Ease: All reference products come in CD format and can be run on virtually any desktop computer with a CD drive.
Ease of Use: The intuitive interface of Vertex Tax Reference products can be operated with even the most basic of computer skills.

Features

Immediate Access to All Content: No complicated installation or loading required. Download the reference application or just pop the CD-ROM into any desktop CD drive and begin locating the tax rates and other information you need.
Extremely Easy to Use: The intuitive interface of Vertex Tax Reference products can be operated with even the most basic of computer skills.
Provide You With Continuously Updated Sales and Use Tax Data: RateLocater and Sales Tax Reference ensure you receive the most up to date rates and rules updated monthly.