Enhance business efficiency by outsourcing the entire sales and use tax compliance process.
Most finance departments today have a heightened focus on Most finance departments today have a heightened focus on controlling costs and making wise investments in personnel and technology while improving controls and governance. For many organizations, outsourcing and taxes—specifically sales and use tax returns and payments—can be a cost-effective way to achieve both.
With Vertex SUT Compliance Service, each client is assigned a dedicated Tax Processing Specialist who serves as their main day-to-day point of contact and manages the full end-to-end compliance process through sales and use tax compliance services -- 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.
Vertex has managed over $16B of clients’ tax payments.
We prepare the monthly returns from your tax data, file the returns, and handle payments to the jurisdictions—delivering comprehensive sales tax compliance services with centralized transparency and reports.
Each client is assigned a dedicated Tax Processing Specialist. This experienced professional serves as their main day-to-day point of contact, and performs each step of the compliance process. They work with the client's tax team to gain an understanding of their tax data sources, jurisdictional requirements and reporting needs, and handle all aspects of returns management as well as communication with the tax jurisdictions.
A secure online portal gives clients 24/7 visibility and control—supporting organizations that work with sales tax compliance companies to maintain oversight without added administrative burden. 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.
We’ll resolve notices from the jurisdictions and post all communication for complete transparency.
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 Tax Processing Specialist even manages credits on an ongoing basis.
End-to-end compliance outsourcing with Vertex allows you to:
How does our white-glove sales & use tax returns outsourcing service work? Watch our 2-minute overview to find out.
