Indirect Tax Solutions
Vertex Indirect Tax
Returns
®
Automate Returns for Sales Tax, Use Tax, and VAT
Manual processing of returns is a labor-intensive effort that can strain the resources of your tax department. Hundreds of
different forms, thousands of constantly changing rates, and tens of thousands of jurisdictions make compliance a complex
challenge with growing risk.
Save Time and Reduce Risk
With the automated creation of signature-ready returns, Vertex®
Indirect Tax Returns will decrease the time and resources required
• Prepare signature-ready tax returns for a variety of traditional filing options
for compliance. And the reduced manual intervention will improve
• Provide sales and use tax returns for the United States and GST for Canada
accuracy and reduce risk.
• Provide VAT returns, ESL and Instrastat reports
Vertex Returns enables you to streamline compliance, manage audits
• Supply accurate and timely tax rate, return, and regulatory data
more effectively, and minimize assessments.
• Increased Accuracy: Vertex Returns helps ensure that every return is completed accurately and in a timely manner.
• Full Audit Trail: With the high level of transparency provided
by Vertex Returns, you can easily track back to the original
invoice or data source supporting every return.
• Reliable Archive: Vertex Returns can manage and store all returns, schedules, and spreadsheets for operational and archival purposes.
Re-focus Your Resources
With Vertex Indirect Tax Returns, your staff is freed from the
time-consuming burden of preparing tax returns, allowing them to
focus on more strategic activities. The system is designed for use
by any member of your tax department without reliance on internal
IT resources.
From Returns to Payment Requests to Reporting
Vertex Returns is a Windows® PC application that automatically
produces signature-ready returns for sales and use tax as well as VAT.
The system is designed to:
• Support traditional and electronic (eFile) returns filing
• Create electronic return data files for user upload to a
jurisdiction website or for an automated eFile submission
to compatible state systems
• Generate paper and electronic payment requests with full general ledger coding
• Report valuable management information
• Maintain credit balances
• Maintain a clear, detailed audit trail
• Support Sarbanes Oxley controls through role based security and audit/event logging
• Provide archiving and retrieval of all filing
Turnkey Solution
Using tax data generated by your host financial application, Vertex
Returns calculates, formats, and prints the forms that you need
to file, including VAT returns, sales and use tax returns, schedules,
worksheets, reports, listings, electronic return data files and
payment requests for state and local jurisdictions.
2
Indirect Tax Solutions
Vertex Indirect Tax Returns
®
Forms for Sales & Use Tax plus VAT
• Document Manager: eliminates unorganized paper files with an electronic storage utility that’s automatically populated
with timestamped, PDF versions of returns and payment requests
Vertex Returns provides the forms you need today plus the resources
you’ll need as your business grows. The system provides sales and
consumer use tax forms covering the following jurisdictions:
• Tax Calendar: allows you to centrally manage, automate, plan, and organize workflow and responsibilities by directly populating returns filing and payment due dates from Vertex Returns into
the Tax Calendar
– 47 states
– District of Columbia
– Canada
– Puerto Rico
Automate Payment Requests and Credit Management
– 350+ locally administered taxing jurisdictions
With Vertex Returns, payment requests are automatically generated
The solution also provides VAT returns and Intrastat and ESL reports
with full general ledger account codes and can be sent directly to your
for an ever-growing list of countries. (Visit vertexinc.com for the
accounts payable department for processing through an electronic
most up-to-date list of supported countries.) In addition, industry-
file exported to your host application, or with a printed report version.
specific returns for food & beverage are also provided.
In addition, any generated credit balances are identified, managed,
applied, and reported within Vertex Returns, fully completing the
Easy Setup and Data Import
compliance cycle.
Vertex Returns will automatically import tax data and organizational
information using either a Vertex or non-Vertex file layout, so the
On-Premise or SaaS Options
initial setup is simple. While the system integrates seamlessly with
Vertex Returns offers a choice of deployment options to meet your
other Vertex Indirect Tax systems, a Data Import Service is also
needs. You can install and host on-premise, or access the hosted
available to manage file import from non-Vertex sources.
Software as a Service (SaaS) option. Either way, you get the most
advanced, reliable, automated solution for compliance from a
Detailed Reporting and Workflow Tools*
trusted provider of tax content
Vertex Returns provides over 100 reports, including a Tax Data
Summary, Audit Details, and Reconciliation Reports. A Custom Report
End-to-End Solution
Service is also available to help you create custom reports. In addition,
When combined with Vertex® Indirect Tax O Series®, Vertex provides
the system provides drill-down capability to all source data.
an end-to-end solution to automate the management of sales tax,
consumer use tax, and VAT from rates to calculation to returns. Vertex
Vertex Returns has all the tools you need to format information to
brings centralization, transparency, and control to the entire process.
better manage the tax compliance process, including:
• Report Writer: offers professional reporting capabilities and access to almost every data element using simple “drag and drop” functionality
To learn how Vertex® Indirect Tax Returns can
improve accuracy and efficiency, contact a Vertex
Representative at 800.355.3500 or visit vertexinc.com.
*This functionality available only for U.S. sales and use tax returns as well as Canada GST, HST, PST, and QST returns.
About Vertex
Founded in 1978, Vertex Inc. is the leading provider of corporate tax software and services to automate, integrate, streamline or outsource
tax processes for companies of all sizes, from small to medium-sized businesses to global multinationals. Vertex provides solutions for all tax
types with industry-specific solutions for retail, communications, hospitality and leasing industries.
Vertex Global Headquarters
1041 Old Cassatt Road
Berwyn, PA 19312
United States
Phone: 610.640.4200
Toll-free: 800.355.3500
Fax: 610.640.5892
Vertex Global Tax Solutions LTD
1 Furzeground Way, Stockley Park
Uxbridge UB11 1EZ
United Kingdom
Phone: +44 (0) 208 622 3053
Fax: +44 (0) 208 622 3200
Vertex Global Tax Solutions Brasil Ltda.
Av. Dr. Chucri Zaidan, 940
16° andar – Market Place Tower II
04583-906 – São Paulo – Brazil
Phone: +55 11 5095.3433
Reg. in England and Wales. Reg. No. 5982877
©2015 Vertex Inc. All rights reserved. Vertex, the Vertex logo, Where taxation meets innovation, and O Series are all trademarks of Vertex Inc.
All other trademarks are used for identification purposes only and are properties of their respective owners. 07.15