Vertex Indirect Tax Returns – North America

Produce signature-ready returns and automate the compliance process.

Our indirect tax return solution is a SaaS technology solution for processing and preparing signature-ready indirect tax returns for your business.

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 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 and Illinois 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 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.