Offload returns preparation, filing, and payments.
We prepare the monthly returns from your tax data, file the returns, and handle payments to the jurisdictions, while still providing you with centralized transparency and reports.
Vertex Sales and Use Tax Compliance Service
Enhance business efficiency by outsourcing the entire sales and use tax compliance process.
Is it time to outsource sales and use tax compliance?
Most finance departments today have a heightened focus on controlling costs and making wise investments in personnel and technology while at the same time improving controls and governance. Outsourcing the highly administrative process of sales and use tax returns and payments can be a cost-effective way to achieve both.
Offload administrative tasks while retaining control of compliance
With Vertex SUT Compliance Service, each client is assigned a dedicated Tax Processing Specialist who serves as their main day-to-day point of contact and manages the full end-to-end compliance process -- from generating returns to managing filing, payments, and notices. Clients offload the day-to-day administrative tasks but remain in control of compliance through a secure online portal. The end-to-end service enables companies to refocus high value tax resources on higher value work.
Vertex has managed over $14B of clients’ tax payments.
Explore the Features, Benefits & Highlights
Dedicated Representative
Each client is assigned a dedicated Tax Processing Specialist. This experienced professional serves as their main day-to-day point of contact, and performs each step of the compliance process. They work with the client's tax team to gain an understanding of their tax data sources, jurisdictional requirements and reporting needs, and handle all aspects of returns management as well as communication with the tax jurisdictions.
Outsource tasks but maintain control.
A secure online portal gives clients 24/7 visibility and control. The portal lets clients send tax data, review prepared returns, view notices, and access archived returns for audit. Each month, the portal provides client reports including Reconciliation Report, Tax Calendar, and 13-Month Trend Analysis Report.
Stay ahead with returns notice management.
We’ll resolve notices from the jurisdictions and post all communication for complete transparency.
A single funds transfer enables tax remittance to all jurisdictions.
Clients reduce check requests by sending one payment each month to Vertex for taxes due. A separate domestic bank account is created for each client to fund their tax liability so that multiple clients’ funds are never commingled. After remitting to all jurisdictions, Vertex posts payment confirmations to the online client portal and reconciles accounts. The Vertex Tax Processing Specialist even manages credits on an ongoing basis.
Position your company strongly for future growth.
End-to-end compliance outsourcing with Vertex allows you to:
- Re-focus your internal resources on higher-value activity
- Streamline audit preparation
- Offload administrative, day-to-day tax tasks
- Regain critical resources typically drained by returns preparation
VIDEO OVERVIEW
How does our white-glove sales & use tax returns outsourcing service work? Watch our 2-minute overview to find out.
HELPFUL RESOURCES
Discover More about Our Returns Outsourcing Services
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Data Sheet
Service Details: Vertex Sales & Use Tax Returns Outsourcing
