Vertex Sales & Use Tax Returns Outsourcing

Benefits

• For Vertex Cloud Indirect Tax customers
  • Returns filing (from returns generated in the Vertex Cloud system).
  • Secure funds management for tax payments to jurisdictions.
  • Resolution of notices related to filing and payments.
  • All work done in the U.S., no off-shoring.
• For Vertex Indirect Tax O, Q, L Series customers, and non-customers
  • Return preparation and filing (upon client approval).
  • Secure funds management for tax payments to jurisdictions.
  • Separate bank account for each client (no co-mingling of funds).
  • Resolution of all notices.
  • Experienced returns preparer assigned to each client.
  • Secure online portal provides anytime/anywhere visibility into the status of returns, and archive of tax data files, previous returns, and reconciliation reports.
  • Tax Calendar and Bank Account Reconciliation Report provided each month.
  • 13-month Trend Analysis Report by-filing entity and by-jurisdiction.
  • All work done in the U.S., no off-shoring.