Vertex Express Returns

One-click auto generation of returns.

Automatically populate returns directly from the O Series Cloud tax engine data. No manual data import or mapping to populate forms required. Returns auto-generate each month or filing period in PDF or EDI file formats for easy e-File submission.

A streamlined, integrated, end-to-end solution for sales and use tax calculation and returns.

Adding Express Returns to the O Series Cloud calc engine delivers a streamlined, integrated, end-to-end solution to support calc and returns for sales & use tax, as well as GST. Add reporting with zero IT involvement or maintenance needed. A single, secure, cloud platform with built-in Single Sign-On (SSO) offers a streamlined, shared experience for tax team efficiency.

Need exemption certificate support? We have that too!

Vertex-managed content relieves tax teams of managing jurisdictional requirements and forms.

Centrally manage sales & use tax and GST filings to meet state/province and local reporting requirements for US and Canada. Supports returns and reports for US (SUT/CUT) and Canada (GST, HST, PST, RST, QST) filing requirements. Latest forms for in-state & out-of-state reporting, local jurisdictions, and specialty tax forms (Food & Beverage, Business & Occupation, Environmental) improve audit performance.

Easy configuration allows for streamlined setup.

Get up and running fast. Calc engine configurations are automatically passed to Express Returns streamlining setup and ensuring consistency between the systems. A user-friendly interface guides setup for taxpayer settings, locations, and other information required to enable auto-preparation for each registered jurisdiction.

Flexible data editing helps ensure accuracy while speeding the process.

At Vertex, we understand users need options to fit the needs of their business and maintain control over their tax processes. Users have the flexibility to edit tax values in the application without altering their source systems. Changes in source reporting data trigger automatic updates in returns, supporting alignment and historical audit.

User dashboard ensures visibility and control.

Convenient dashboard provides quick and clear visibility into current and prior filing periods including returns due, filing dates, and progress/status. Built-in workflow allows users to filter view by company, date range, and other fields to improve tax team efficiency, visibility, and control of the returns and reporting process.

Generate reports to quickly review data accuracy and perform reconciliation across systems -- for however you need to use your data.

Standard reports help improve productivity, accuracy, and control over compliance processes. Pre-defined reports include an Unassigned Data Report, Payment Reconciliation Report, and Audit Report.