Vertex helps automate sales and use tax compliance for any size business. By enabling calculations and returns in a single, cloud-based solution, offering flexible service levels and featuring flexible pricing with no overage fees, Vertex meets the sales and use tax automation needs of growing businesses.

Vertex helps automate sales and use tax compliance for any size business. By enabling calculations and returns in a single, cloud-based solution, offering flexible service levels and featuring flexible pricing with no overage fees, Vertex meets the sales and use tax automation needs of growing businesses.

Sales & Use Tax Automation

Vertex Cloud Indirect Tax helps automate sales and use tax compliance for businesses of all sizes. By enabling calculations and returns in a single, cloud-based solution, offering flexible pricing with no overage fees, Vertex meets the sales and use tax automation needs of growing businesses.

Key Benefits

  • Flexible pricing model with no overage fees
  • Real-time tax calculations for all sales transactions
    • Quotes/estimates
    • Cash sales
    • Sales orders
    • Invoices
  • Simplified NetSuite tax setup
  • Address validation: validate address information for accurate tax calculation
  • Estimates: get accurate tax rates for the estimates you prepare
  • Sales orders: ensure the accuracy of taxes to be collected or paid
  • Invoices: update your tax journal with real-time tax information
  • Credit memos: calculate the correct tax amount for credit memos
  • • Cash sales: enter correct tax information for in-person purchases • Cash sales refunds: calculate the correct tax amount for cash returns • Subsidiaries: separate taxation amount subsidiaries (in NetSuite OneWorld only)

Proven Solution from a Leader in the Industry

Vertex Cloud Indirect Tax is built upon Vertex Inc.’s more than 35 years of tax expertise and position as the leading provider of corporate tax software and services. By enabling calculations and returns in a single, cloud-based solution, offering flexible pricing with no overage fees, Vertex meets the sales and use tax automation needs of growing businesses. The solution is available for use as a stand-alone solution or integrated directly with mid-market ERPs, procurement solutions, and ecommerce platforms. From returns-only processing, tax calculations, and signature-ready PDF returns to outsourcing services that include returns filing and payment processing, Vertex Cloud provides a proven and reliable solution for businesses looking to save time, effort, and risk associated with sales and use tax calculation, returns, remittance, and compliance.

Rate files

Download rate files by location or upload addresses for your specific business needs and access tax rate files. Jurisdiction tax amounts are continuously researched and updated, maintaining our tax content to keep you current.

Calculations and Returns in One Solution

Perform tax calculations and generate signature-ready PDF returns in one solution. With Vertex Cloud Indirect Tax, there is no need to access separate applications for tax calculations and returns. Our innovative interface guides you through a configuration process that allows you to personalize the taxability to make it as simple or complex as you need. With calculations and returns in sync, signature-ready PDF returns are automatically generated for you for each relevant time period.

Returns Only Offering

Upload tax data files from any data source and generate signature-ready PDF returns. No matter the source of your data, you can use our returns only offering for your or your clients’ businesses. File and remit payment for the returns yourself, or allow Vertex to file and remit payment for you.

Exemption Certificate Management

Store, update, and maintain your exemption certificates. Efficiently manage your exemption processes with Vertex. You have the flexibility to bulk upload exemption certificates or upload them one at a time, set effective and expiration dates, store the certificates, and manage customer exemptions with our solution and within your ERP.

Consumer Use Tax

Calculate and report your consumer use tax. Consumer use tax can be complicated, with various scenarios triggering a requirement for the tax. Vertex Cloud Indirect Tax enables you to calculate and report your consumer use tax, including for accruals, asset and goods management, inventory removal, and purchase orders.

Vertex is a leading and trusted provider of comprehensive, integrated tax technology solutions for corporations worldwide. Since 1978, more than 10,000 companies from around the world have relied on Vertex for our unparalleled expertise in tax technology and data management. Today we combine advanced technology, sophisticated software, and an exceptional team of experienced tax experts to help our customers simplify their sales tax process while complying and staying up-to-date with ever changing tax laws.

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