Vertex Indirect Tax Returns

Produce signature-ready returns for sales tax, use tax, and VAT.

Automate returns preparation and decrease the time spent on this administrative task. Use Vertex Indirect Tax Returns to produce signature-ready returns for U.S. sales and use tax, VAT, GST, and other global indirect taxes based on tax data files generated by Vertex Indirect Tax O Series or your host financial systems. Improve accuracy, and maintain an archive for audit needs.

Save Time and Reduce Risk

Vertex Indirect Tax Returns decreases the time and resources required for compliance by automating the creation of signature-ready returns and e-files. And the reduced manual intervention improves accuracy and reduces risk.

The application enables you to streamline compliance, manage audits more effectively, and minimize assessments freeing up time to focus on more strategic activities. Install and maintain the application on your desktop, or access a cloud-based version that’s always up to date. Either way, you get the most advanced, reliable, automated solution for compliance from a trusted provider of tax content.

End-to-End Compliance Automation

Vertex Returns is a Windows application that automates the end-to-end compliance process – from data import to returns generation to check requests and reconciliation. Monthly content updates give you confidence by providing the latest forms and e-files plus the resources you need to support business growth. And it archives all returns, schedules, and spreadsheets to improve audit performance.

Benefits

  • Produce signature-ready returns, schedules, worksheets, reports, and payment requests.
  • Generate paper and electronic payment requests with full general ledger account codes.
  • Automated credit management.
  • Workflow tools for document management and tax calendar management.
  • Archiving and retrieval of all filings.

  • Sales and use tax return forms and efile for U.S. Canada, and Puerto Rico.
  • Specialty forms for U.S. food & beverage returns and business & occupation (B&O) tax returns.
  • VAT compliance content for Canada, Europe, Asia, Latin America, Gulf States, Africa plus locally administered taxing jurisdictions.
  • HMRC-tested and recognized for UK MTD for VAT.
  • Local language and English display/delivery of VAT returns.
  • Content updated monthly for the latest compliance requirements.

  • Integrates with Vertex Indirect Tax O Series plus tools and services available to manage data import from non-Vertex sources.
  • Easy-to-use user interface.
  • Supports traditional and electronic (eFile) returns filing.
  • Data drill-through from VAT return box to invoice.
  • Full audit log.
  • MS SQL Server database.
  • Role-based security to meet SOX requirements.

Related Resources

Download these resources to learn more about what our Indirect Tax Returns solution can do for your business.

Vertex Indirect Tax Returns

Data Sheet

VAT Compliance and Audit

Data Sheet

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