Vertex Sales & Use Tax Returns Outsourcing

Increase efficiency for your business by outsourcing the end-to-end sales and use tax compliance process.

Vertex Inc. Tax Technology at the speed of business

Is it Time to Outsource Compliance?

Most finance departments today have a heightened focus on controlling costs and making wise investments in personnel and technology while at the same time improving controls and governance. Outsourcing the highly administrative process of sales and use tax returns and payments can be a cost-effective way to achieve both. Read the article to learn more.

Outsource monthly sales and use tax returns to stay compliant and scale with confidence.

End-to-end outsourcing from returns through payments and notices

With Vertex Returns Outsourcing a dedicated Returns Preparer is assigned to each client to manage the end-to-end process -- from generating returns to managing filing, payments, and notices. Clients offload the day-to-day administrative tasks but remain in control of compliance through a secure online portal. The end-to-end service enables companies to refocus high value tax resources on higher value work.

14 billion

Vertex manages $14B of clients’ tax payments annually

Explore the Features, Benefits & Highlights

Offload returns preparation, filing, and payments.

We prepare the monthly returns from your tax data, file the returns, and handle payments to the jurisdictions, while still providing you with centralised transparency and reports.

Dedicated Representative

Each client is assigned a dedicated Returns Preparer. This experienced professional maintains regular contact, and performs each step of the compliance process. They build familiarity with the client’s data and filing habits, and maintain day-to-day contact.

Outsource tasks but maintain control.

A secure online portal gives clients 24/7 visibility and control. The portal lets clients send tax data, review prepared returns, view notices, and access archived returns for audit. Each month, the portal provides client reports including Reconciliation Report, Tax Calendar, and 13-Month Trend Analysis Report.

Stay ahead with returns notice management.

We’ll resolve notices from the jurisdictions and post all communication for complete transparency.

A single funds transfer enables tax remittance to all jurisdictions.

Clients reduce check requests by sending one payment each month to Vertex for taxes due. A separate domestic bank account is created for each client to fund their tax liability so that multiple clients’ funds are never commingled. After remitting to all jurisdictions, Vertex posts payment confirmations to the online client portal and reconciles accounts. The Vertex Returns Preparer even manages credits on an ongoing basis.

Position your company strongly for future growth.

End-to-end compliance outsourcing with Vertex allows you to:

  • Re-focus your internal resources on higher-value activity
  • Streamline audit preparation
  • Offload administrative, day-to-day tax tasks
  • Regain critical resources typically drained by returns preparation


How does our white-glove sales & use tax returns outsourcing service work? Watch our 2-minute overview to find out.

Toyota switches to Vertex for more experienced staff

"The greatest strength of Vertex is that they're all tax professionals. They know how to prepare returns, they know how they should look. They speak the same language that we do in the tax department. "

Lisa Dominguez
Director, Sales and Property Tax, Toyota Financial Services

Tremco switches outsourcing providers to improve data integrity and gain confidence

"The decision came down to data quality, data integrity, and the quality of the tax returns. Plus, the ability of the staff to answer questions. "

Karen Pollard
Tax Manager, Tremco, Inc.

Outsourcing returns enables Air Liquide tax department to work smarter, not harder

"Of course we needed to find a provider who could handle our workload. But more importantly, we wanted to find a team we could count on. "

Chris Ackman
Compliance Lead, Air Liquide


Discover More about Our Returns Outsourcing Services

  • Data Sheet

    Service Details: Vertex Sales & Use Tax Returns Outsourcing

Get in Touch Today to Learn More

Contact us to discover which level of service is best for your business needs.