Vertex Indirect Tax Returns – North America

Produce signature-ready returns and automate the compliance process.

Save time and reduce risk with end-to-end compliance automation

Automate returns preparation and decrease the time spent on this administrative task. Use Vertex Indirect Tax Returns to produce signature-ready returns for North America 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 your audit needs.

Vertex Indirect Tax Returns for North America and beyond - sales, use, value added tax

Explore the Features, Benefits & Highlights

Automate the end-to-end compliance process for your indirect tax returns.

Vertex Indirect Tax Returns decreases the time and resources required for compliance by automating the creation of signature-ready returns and e-files. The application enables you to streamline compliance, manage audits more effectively, and minimize assessments — freeing up time to focus on more strategic activities for your business.

Reliable content for taxing jurisdictions around the world.

Produce signature-ready returns for North America indirect tax including U.S. sales and use tax (including Puerto Rico), and Canada sales tax and value added tax (including GST, HST, PST/RST, QST) based on tax data generated by Vertex or your host financial systems. Tax content is updated monthly, providing the latest forms and e-files plus the resources you need to support business growth. The application also supports California direct transmission e-file.

Select a deployment option that works for your IT and business needs.

Install and maintain the application on your desktop or access a hosted cloud-based version that is always up-to-date. Either way, you'll have a secure returns process in place. Role-based access enables you to control tax processes and data visibility, and audit logs ensure Sarbanes-Oxley (SOX) compliance.

Reduce manual errors with a simple setup and streamlined data import.

Your tax data can be easily imported from both Vertex and non-Vertex files. The application's technology supports traditional and electronic returns filing with full general ledger account codes.

 

Enjoy an easy-to-use user interface to effectively manage returns.

Tax professionals are empowered to manage returns with an application designed for ease of use, so you can confidently support tax processes without relying on your IT resources. Streamline processes and improve control with tools for automated workflow, tax calendar management, and document management.

Leverage automation and tools to efficiently manage funds.

Automatically generate, send, and track paper and electronic payment requests with full general ledger account coding. Easily manage, apply, and report on credit balances within the application to ensure return submission guidelines are met and credits are available for future filing periods.

Generate reports for audit purposes.

Easy-to-use tools let you generate 100+ standard reports or you can leverage your data to create custom reporting. The robust reporting functionality allows you to be prepared and audit-ready.

PRODUCT SHEETS

Discover More about Vertex Indirect Tax Returns

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    Product Details: Vertex Indirect Tax Returns

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  • Data Sheet

    Product Details: Vertex Cloud VAT Compliance

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Bose switches to Vertex for end-to-end sales tax confidence

"The value we have seen with Vertex Indirect Tax Returns is that we are spending less time preparing sales and use tax returns, and reporting has improved for audits. "

Suzy Afonso
Sr. Tax Accountant, Bose Corporation

LL Bean centralizes sales tax across all systems with Vertex

  • Automated monthly compliance with an on-demand deployment of Vertex Indirect Tax Returns
  • Improved accuracy and reduced time-consuming manual work by about 25%
  • Increased capacity for higher-value activities and gained greater agility in responding to ongoing tax rule changes across business channels

Find the Best Tax Solution for Your Business

Let’s connect on how our proven tax technology can help you focus on what matters most — growing your business.