Tax Services

Vertex partners with third-party tax experts who can assist with sales and use tax needs.

Browse Tax Services

VERTEX PROVIDES THE FOLLOWING LIST OF THIRD PARTY PROVIDERS OF TAX SERVICES (“THIRD PARTY PROVIDERS”) SOLELY FOR YOUR INFORMATION.

Vertex does not and cannot provide to you tax advice or the below described tax services. You will be responsible for determining the desired results from the use of any services you receive from the Third Party Providers as well as evaluating the capabilities of such services and using the services to compile information or configure Vertex Cloud. You will be solely responsible for any calculations, tax returns or other results generated by your use of Vertex Cloud. Vertex is not an agent for the Third Party Providers nor does Vertex endorse or guarantee products or services provided by the Third Party Providers. Vertex makes no representation or warranty regarding the accuracy of the information contained on a Third Party Provider website or provided to you by a Third Party Provider. If you have any questions or concerns about the products or services offered by the Third Party Provider, please contact such Third Party Provider directly.

  • Complimentary Nexus Overview

    “Nexus” is the minimum level of business activity or connection with a state which will result in your business being subject to taxation in that state. Because each state has different rules about whether a company with a presence in their state must collect and/or pay taxes, the question of whether or not nexus exists can be crucial to determining a company’s tax liability.

    A nexus study is designed to identify whether a company has tax filing requirements in states where the company is engaged in a business activity. To enroll for a complimentary overview, complete a questionnaire containing a list of the 15 most common activities. One of our partners will analyze your responses and follow-up with a written report.

    Select one of our preferred vendors:

    • DSTax Consulting

      DSTax offers a wide range of transaction tax consulting services to our clients.

      Learn More
    • Peisner Johnson & Company, LLP

      Peisner Johnson & Company focuses exclusively on state and local taxes.

      Learn More
    • TaxMatrix

      TaxMatrix has been navigating the nuances of transaction tax since 1999.

      Learn More
  • Nexus Study

    “Nexus” is the minimum level of business activity or connection with a state which will result in your business being subject to taxation in that state. Because each state has different rules about whether a company with a presence in their state must collect and/or pay taxes, the question of whether or not nexus exists can be crucial to determining a company’s tax liability.

    A nexus study is designed to identify whether a company has tax filing requirements in states where the company is engaged in a business activity. To enlist in a study, first complete the complimentary SUT nexus overview. If a more detailed study is desired, complete a more detailed 50-item questionnaire. One of our partners will follow-up with a written analysis customized to your specific situation outlining whether – and where – you have nexus.

    Select one of our preferred vendors:

    • DSTax Consulting

      DSTax offers a wide range of transaction tax consulting services to our clients.

      Learn More
    • Peisner Johnson & Company, LLP

      Peisner Johnson & Company focuses exclusively on state and local taxes.

      Learn More
    • TaxMatrix

      TaxMatrix has been navigating the nuances of transaction tax since 1999.

      Learn More
  • Voluntary Disclosure Agreements

    If you determine that your business had nexus in prior years, you will want to analyze your potential prior period exposure before registering in these new states. The reason is one of the questions on all new registrations is “How long has your company been doing business in this state?” If you answer – under penalty of perjury – that it was some time in the past, the state will automatically assess you for all of the back taxes. The potential liability cold be staggering. One option to minimize your exposure is a voluntary disclosure agreement.

    Our partners can help negotiate voluntary disclosure agreements in jurisdictions where the client has material exposure. The partner will approach the state, with you remaining anonymous, until you are protected under the program. Benefits include the waiver of penalties as well as retroactive application of a statute of limitations, limiting your period of exposure.

    Select one of our preferred vendors:

    • DSTax Consulting

      DSTax offers a wide range of transaction tax consulting services to our clients.

      Learn More
    • Peisner Johnson & Company, LLP

      Peisner Johnson & Company focuses exclusively on state and local taxes.

      Learn More
    • TaxMatrix

      TaxMatrix has been navigating the nuances of transaction tax since 1999.

      Learn More
  • State and Jurisdiction Registrations

    Once you determine where you have nexus, you need to register in these new states. (Note: If you have had nexus in a state for some period of time in the past, you need to consider the ramifications of past tax liabilities. Learn more about how to handle past tax exposure by viewing the voluntary disclosure agreements section.)

    To outsource this cumbersome administrative task, our tax services partners will handle your state sales and use tax registrations as well as expedited registrations and multi-tax registrations.

    All that you need to do is provide the selected partner with all of your necessary information. The partner will complete all proper forms to the appropriate jurisdictions. You may provide the tax services provider with power of attorney, enabling them to pay any fees required directly to the authority. The partner will communicate with authorities during the process until the registration number is issued.

    Select one of our preferred vendors:

    • DSTax Consulting

      DSTax offers a wide range of transaction tax consulting services to our clients.

      Learn More
    • Peisner Johnson & Company, LLP

      Peisner Johnson & Company focuses exclusively on state and local taxes.

      Learn More
    • TaxMatrix

      TaxMatrix has been navigating the nuances of transaction tax since 1999.

      Learn More
  • Product Code Mapping

    Once you are ready to configure your products with Vertex, you need to determine your product taxability. To utilize Vertex’s premier tax content for products, including product-based exemptions and special rates, taxpayers must map their internal product codes (aka SKUs or material groups). If you sell multiple products that are a mix of tangible personal property and services, you may benefit from outside help.

    Our tax services partners can provide a review of the codes that you have selected and review their accuracy. An in-depth code mapping project would include a detailed review of what you sell, how these products are presented on actual invoices, and concludes with a report that provides a recommendation of the codes that you should use for your products.

    Select one of our preferred vendors:

    • DSTax Consulting

      DSTax offers a wide range of transaction tax consulting services to our clients.

      Learn More
    • Peisner Johnson & Company, LLP

      Peisner Johnson & Company focuses exclusively on state and local taxes.

      Learn More
    • TaxMatrix

      TaxMatrix has been navigating the nuances of transaction tax since 1999.

      Learn More
  • Exemption Certificate Services

    Vertex Cloud is a powerful solution that allows for maintenance of customers’ exemption certificates and application of tax logic around the certifications. These certificates require maintenance as your business grows and you acquire more customers. Vertex’s tax services partners can help you to review existing certifications, report on the status of your certificates, and provide a plan to streamline your exemption certificate process for the future.

    Select one of our preferred vendors:

    • DSTax Consulting

      DSTax offers a wide range of transaction tax consulting services to our clients.

      Learn More
    • Peisner Johnson & Company, LLP

      Peisner Johnson & Company focuses exclusively on state and local taxes.

      Learn More
    • TaxMatrix

      TaxMatrix has been navigating the nuances of transaction tax since 1999.

      Learn More
  • Audit Management

    Most companies will face an audit for sales tax by one or more states at some point. This can present many challenges. Our tax services partners can represent you before a state auditor. The partner can assist you at any stage of the audit process, and can help to keep the audit assessment to a minimum.  With the audit experience that our tax services partners possess and with an understanding of your company’s operations, they can represent you through the entire cycle, including highlighting possible exemptions and overpayment credits that the auditor may overlook.

    Select one of our preferred vendors:

    • DSTax Consulting

      DSTax offers a wide range of transaction tax consulting services to our clients.

      Learn More
    • Peisner Johnson & Company, LLP

      Peisner Johnson & Company focuses exclusively on state and local taxes.

      Learn More
    • TaxMatrix

      TaxMatrix has been navigating the nuances of transaction tax since 1999.

      Learn More
  • Refund Review

    Many companies focus on the costs of a sales and use tax audit, and forget about the costs of paying too much tax.  You can recover these overpayments through a refund review. Our tax services partners can identify opportunities for a refund of tax, calculate the refund, prepare the required forms, and communicate directly with the appropriate vendors and tax authorities.

    Select one of our preferred vendors:

    • DSTax Consulting

      DSTax offers a wide range of transaction tax consulting services to our clients.

      Learn More
    • Peisner Johnson & Company, LLP

      Peisner Johnson & Company focuses exclusively on state and local taxes.

      Learn More
    • TaxMatrix

      TaxMatrix has been navigating the nuances of transaction tax since 1999.

      Learn More