Services

Sales & Use Tax Returns Outsourcing

Executive summary
  • Outsource the day-to-day burden of tax returns preparation, filing, and treasury management
  • Focus your in-house staff on higher-value tax activities
  • Stay in compliance, and in control
  • Reduce audit exposure and risk 

Managing sales and use tax returns isn't your core business—but it's a critical tax process. Vertex can handle the entire tax return lifecycle, allowing you to focus on more strategic tax issues. 

Our tax returns and treasury professionals are committed to delivering exceptional service at every step—from returns preparation and filing, to communicating with tax authorities in all jurisdictions, managing funds and payments, and handling resolution of notices. Vertex manages all the details, while you maintain complete visibility and control.

A secure online portal gives you anytime/anywhere visibility into the status of your tax returns. You can review and approve all filings before they’re submitted. The portal also provides a one-stop source for all past returns, reconciliation reports, and other tax data.

Watch this video to learn how Vertex can manage your sales and use tax compliance - from processing returns to funds management, to handling notices and credits. All done by an experienced staff.

Features
  • Experienced Tax Returns Professionals handling tax returns preparation, filing, and resolution of notices
  • Tax Returns Processors dedicated to each client to maintain continuity
  • Market-leading returns technology that improves accuracy and speed to reduce your risk
  • Secure online portal for convenient visibility into current activity, past filings, and other tax data
  • Industry-leading funds management and remittance capability (Vertex currently oversees $4 billion in client funds)
  • Scalable, flexible capabilities to grow as you business grows
  • SOC-audited process
  • 30+ years of sales & use tax returns expertise including industry-leading returns technology and relationships with taxing jurisdictions
Benefits
  • Outsource the hassle, but stay in control
  • Focus in-house resources on higher-value activity
  • Reduce audit exposure and risk
Associated Solutions
Exemption Certificate Outsourcing
Validation and collection services to validate the certificates you have and collect what’s missing, invalid, or expired.
Returns Automation
Manage sales and consumer use tax returns with greater speed, accuracy, and efficiency.
Contact Vertex
Have questions or need assistance?
Contact Vertex now! 1-800-355-3500
Meet the Practice Leader

Meet the Practice Leader

Watch the video to learn about the Returns Outsourcing service from the Practice Leader.

Spotlight

Toyota chooses Vertex experience

Watch a 30-minute webcast with Lisa Dominguez, Director of Sales & Property Tax at Toyota Financial Services, to learn from her experience in choosing a returns outsourcing provider.
Resources

Sales & Use Tax Returns Outsourcing

Let Vertex Managed Services handle your sales and use tax returns so you can focus on higher value tax work.

Top 5 Myths: Outsourcing Returns

From performance to cost to the effect on staff headcount, this article discusses some widely held misconceptions about outsourcing returns.

Grow Your Career by Outsourcing

Learn from a Directv tax executive how outsourcing sales tax compliance allowed him to focus on more valuable work and grow his career.