Produce timely, accurate returns and automate the compliance process.
Automate multi-source returns preparation and decrease the time spent on administrative compliance tasks. Use Vertex Indirect Tax Returns to produce consolidated filings across North America. Generate indirect tax filings from any host financial system, collecting source tax data from across the organization for accurate returns preparation. Improve workflow and timely filing with global access to archives for audit handling.
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, improve accuracy, manage audits more effectively, and minimize assessments — freeing up time to focus attention elsewhere.
Produce 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. Supporting over 1600+ returns, Vertex content is updated regularly, providing the latest forms and e-files plus the information and resources you need to stay compliant and scale as your tax footprint evolves. The application also supports California and Illinois direct transmission.
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 allows you to control tax processes and data visibility. Audit logs ensure Sarbanes-Oxley (SOX) compliance. And two-factor authentication adds an additional layer of security to the login process for hosted deployment.
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.
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.
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.
Easy-to-use tools let you generate 100+ standard reports or you can leverage your data to create custom reporting and audit exports. The robust reporting functionality allows you to be prepared and audit-ready.
Streamline indirect tax management with deep, proven tax content and software built to scale.
Reduce cost and increase efficiency for your business by outsourcing the sales and use tax returns process.
