Simple, seamless, integrated SUT and GST returns for Vertex O Series Cloud.
Add Vertex Express Returns to the Vertex O Series Cloud tax engine for simple, automated sales, use, and goods and services tax returns preparation. Reduce risk and improve tax operation efficiency in a unified cloud platform that makes the calc and returns processes easy.
Automatically populates US and Canada 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 and e-file formats for easy 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. 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!
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).
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 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.
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.
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.
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