Vertex PDF Returns

Save time with signature-ready PDF returns plus optional filing and payment service.

Vertex Inc.

Simple, Convenient Automated Returns

Looking for ways to reduce the time spent on administrative monthly compliance tasks so you can refocus on more strategic work? Vertex PDF Returns is a standalone SaaS solution enabling you to automatically generate monthly sales and use tax returns. Just upload your tax data file each month and automatically generate signature-ready PDF returns. You can print out, sign, and file, or add the optional filing and payment service to streamline the whole end-to-end compliance process.


Explore the Features, Benefits, & Highlights

Easily upload your monthly data for streamlined, automated returns.

Upload your tax data from any financial system to the Vertex Cloud application. No custom integration or connector required.

Automatic generation of PDF returns.

Vertex automatically generates PDF returns from your tax data. Returns are available for review in the Vertex application so you can prepare your filing. Just sign and file, or add the optional filing and payment service to streamline the whole end-to-end compliance process.

Extend the convenience by adding the optional service.

Add the optional service for returns filing, remittance, and notice management to free up even more time. Just send us the amount due each month, we’ll handle all the filings.

Access monthly reports to ensure you to stay in control of the tax compliance process.

  • Tax Calendar Report provides a breakdown (by filing entity and jurisdiction) of exactly what returns are being filed for that given period. It also details net tax due and estimated funds to be transferred.
  • Reconciliation Report breaks down (by filing entity and jurisdiction) the data being used to file the returns, rounding, credits, and carry-forward amounts.

24/7 transparency and control.

All returns are archived in your Vertex application for fast access and streamlined audit preparation.


Discover More about Vertex PDF Returns

  • Data Sheet

    Product Details: Vertex PDF Returns

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