Vertex Express Returns

Automated Sales Tax Return Solution

Automatically populate returns directly from O Series Cloud calculation data. No manual data import or mapping to properly populate forms. Returns auto-generate each month or filing period in multiple formats including EDI file formats for easy e-File submission.

A streamlined, integrated, end-to-end solution for sales and use tax calculation and returns.

Adding Express Returns to the O Series Cloud calc engine delivers a streamlined, integrated, end-to-end solution to support calc and returns for sales & use tax, as well as GST. Requires zero IT involvement or maintenance.. A single, secure, cloud platform with built-in Single Sign-On (SSO) offers a streamlined, shared experience for tax team efficiency across departments and the entire org. Need exemption certificate support? We have that too!

Need exemption certificate support? We have that too!

Vertex-managed content relieves tax teams of managing jurisdictional requirements and forms.

The SOC 2 certified solution maintains  federal, state/provincial, and local reporting requirements for US and Canada reports across tax types and supported fees,- Support includes US (SUT/CUT), Canada (GST, HST, PST, RST, QST),.  in-state & out-of-state reporting, local jurisdictions, and specialty tax forms (Food & Beverage, Business & Occupation, Environmental). 

Easy configuration allows for streamlined setup.

Get up and running fast. Calc engine configurations are automatically passed to Express Returns streamlining setup and ensuring consistency between the systems. A user-friendly interface guides setup for taxpayer settings, locations, and other information required to enable auto-preparation for each registered jurisdiction.

Flexible data editing helps ensure accuracy while speeding the process.

At Vertex, we understand users may want  options to maintain control over their tax processes. Users have the flexibility to edit tax values in the application without altering their source systems. When source reporting data changes, returns are automatically updated to stay aligned. This also strengthens historical audit trails, adding an extra layer of audit security.

Centralized returns interface and user dashboard ensures visibility and control.

The review process is streamlined with a centralized interface that consolidates workload and enhances efficiency. Track return status, due dates, and urgency in one place, and customize views to stay organized and on schedule for timely filings each period. Consolidated dashboard provides quick and clear visibility into current and prior filing periods including returns due, filing dates, and progress/status to improve tax team efficiency, visibility, and control of the returns and reporting process.

Generate reports to quickly review data accuracy and perform reconciliation across systems -- for however you need to use your data.

Standard reports help improve productivity, accuracy, and control over compliance processes. Pre-defined reports include an Unassigned Data Report, Payment Reconciliation Report, and Activity Report.