Vertex Sales & Use Tax Returns Outsourcing

Outsource monthly compliance so you can focus on more value-add work.

Outsource sales and use tax compliance to Vertex, and re-focus the tax staff on more value-add work. Just send us your tax data file(s) and we’ll handle returns preparation and filing, communicating with tax authorities in all jurisdictions, managing funds and payments, and resolving notices. Vertex manages all the details, while you maintain complete visibility and control.


  • 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.
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