Vertex Sales & Use Tax Returns Outsourcing

Outsource monthly compliance so you can focus on more strategic work.

What is Sales & Use Tax Returns Outsourcing?

Vertex Sales and Use Tax Returns Outsourcing is an outsourcing service that allows tax experts to prepare and file sales and use tax returns on behalf of a business. More and more businesses are choosing to outsource so that they can:

  • Regain critical resources typically drained by returns preparation
  • Re-focus their tax staff on more value-add work
  • Easily access documentation and data in a centralized portal to streamline audit preparation
  • Reduce time spent on the administrative aspects of compliance

Why Outsource?

For 40+ years, businesses have relied on our sales and use tax expertise and returns outsourcing services, allowing them to focus on more strategic tax issues. Apart from being time-consuming, handling returns in-house can put you at risk for end-of-month surprises that your team struggles to manage among their other projects and tasks.

Leading accounting and consulting firms identify us as the sales and use tax and technology experts that help their clients achieve success to be more productive and profitable. End each month confidently—outsource your sales and use tax compliance to Vertex.

How Does It Work?

Just send us your tax data file(s) and we’ll handle sales and use tax returns preparation and filing, communicating with tax authorities in all jurisdictions, managing funds and payments, credit handling and resolving notices. Vertex manages all the details, while you maintain complete visibility and control.


  • Explore the benefits.
    • Our tax professionals handling sales tax returns preparation and filings have an average of 7+ years of industry experience
    • Each client is assigned a dedicated Returns Processor who serves as the single point of contact
    • Proven process (SOC 1 Type 2-audited) for compliance management, funds management, and remittance
    • Tax data accepted in multiple formats from any tax calculation and/or host financial systems
    • Individual bank account for each client (no co-mingling of funds)
    • 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 Reconciliation Report provided each month
    • All services are managed from our Naperville, IL facility. Nothing is outsourced or offshored.
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