Simple, seamless, integrated sales & use tax returns for Vertex O Series Cloud.
For UK and EU organisations expanding into the US or Canada, staying on top of local sales and use tax or GST requirements can be complex and time-consuming. Vertex Express Returns simplifies North American tax compliance by centrally managing tax calculation and filings for internationally operating businesses.
Fully integrated with the Vertex O Series Cloud tax engine, Vertex Express Returns simplifies returns preparation to streamline cross-border commerce. With Vertex-managed content covering US state and local sales tax, plus Canadian GST, HST, PST, RST, and QST, your tax teams can confidently handle filings without deep in-market expertise.
Whether you’re an international retailer selling into the US, a software business with North American clients, or a manufacturer with operations abroad, Vertex Express Returns is designed for global compliance and efficiency: enabling compliant, efficient cross-border tax management, all from a single cloud-based platform.
Automatically populate returns directly from the O Series Cloud tax engine data. No manual data import or mapping to populate forms required. Returns auto-generate each month or filing period in PDF or EDI file formats for easy e-File submission.
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. Add reporting with zero IT involvement or maintenance needed. A single, secure, cloud platform with built-in Single Sign-On (SSO) offers a streamlined, shared experience for tax team efficiency.
Need exemption certificate support? We have that too!
Centrally manage sales & use tax and GST filings to meet state/province and local reporting requirements for US and Canada. Supports returns and reports for US (SUT/CUT) and Canada (GST, HST, PST, RST, QST) filing requirements. Latest forms for in-state & out-of-state reporting, local jurisdictions, and specialty tax forms (Food & Beverage, Business & Occupation, Environmental) improve audit performance.
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.
At Vertex, we understand users need options to fit the needs of their business and maintain control over their tax processes. Users have the flexibility to edit tax values in the application without altering their source systems. Changes in source reporting data trigger automatic updates in returns, supporting alignment and historical audit.
Convenient dashboard provides quick and clear visibility into current and prior filing periods including returns due, filing dates, and progress/status. Built-in workflow allows users to filter view by company, date range, and other fields to improve tax team efficiency, visibility, and control of the returns and reporting process.
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.
Streamline indirect tax management with deep, proven tax content and software built to scale.
Streamline and automate VAT/GST filing returns and reports to improve compliance and audit performance.
Streamline sales tax exemption certificate management to improve calculation accuracy, compliance, and audit performance.
