Speeding Up Tax Compliance – Meet Vertex Express Returns

Staying compliant with sales and use tax regulations has never been more demanding, and the data proves this. In a global survey conducted by Vertex, 62% of businesses were found to be non-compliant following an audit. And when asked what acted as a barrier to compliance, 39% say the skills of their employees, with the same percentage also selecting technology and the pace of regulatory change. Most businesses don't fall short due to a lack of effort: it’s outdated tools, manual processes and disconnected systems that make staying compliant a challenge. Vertex Express Returns is here to change that.

What is Vertex Express Returns?

An integrated add-on to the Vertex® Indirect Tax O Series® tax engine (multi-tenant cloud deployment only), Vertex Express Returns automates sales and use tax returns for the U.S. and Canada. It turns the traditionally cumbersome task of return generation, filing and remittance into a streamlined, guided workflow, thus improving accuracy, speed and visibility across your tax function.

Just a Few of the Standout Features

• Auto-generate monthly and periodic returns: You can generate jurisdiction-ready returns (PDF or EDI files) in a single click directly from your transactional tax data. Just review, complete and file with far less risk of manual errors slowing you down.
• Stay compliant across U.S. and Canadian jurisdictions: Access regularly updated return forms and logic for U.S. sales and use tax, consumer use tax and Canadian PST, GST, HST, QST and RST – all in one solution.
• Skip the manual data transfers: You can eliminate the need for custom integrations or spreadsheets because your Vertex O Series data flows automatically into Express Returns.
• Edit return data without affecting upstream systems: When you change a tax value, the system automatically recalibrates related items (such as revenue), helping to ensure consistency and audit readiness.
• Manage everything from one centralised application: You can track return progress and status with a convenient dashboard as well as manage return data and credit balances and access audit reports and historical filings – all from one intuitive workspace.
• Rely on secure, low-maintenance technology: Express Returns is built on a single, secure, cloud platform and has built-in Single Sign-On (SSO), giving tax teams a streamlined, shared experience. This also means that no heavy IT lift is required and your archived returns are always available when you need them.

If you’re already using Vertex O Series Cloud, you’re halfway there. Vertex Express Returns is designed to work seamlessly with your existing setup to minimise manual touchpoints and deliver accurate, audit-ready returns.

Tax compliance doesn’t have to be painful. Vertex Express Returns is built to eliminate the biggest roadblocks and help teams move from manual to modern, fast. Learn more about Vertex Express Returns and how it fits into your existing O Series Cloud setup.