UI Integration

After you enable Vertex VAT Compliance Service, the Filing and Remittance section is added to your dashboard.

The Filing and Remittance tab is divided into the following tabs:

Filing: Use this to manager to your filing declarations.
Remittance: Use this screen to create your tax payments.

The service consists of 2 main tasks:

Filing a Tax Declaration : This includes the following subtasks:

Registering with a new Tax Authority.
Downloading your tax report.
Submitting your transaction data.
Reviewing your draft return

Creating a Tax Payment : This includes the following subtasks:

Remitting your tax.
Searching for payments
Creating custom payments
Adding a new region.

Filing

You use the Filing tab to create and update filing declarations. You can view all the declarations that you have created. You can sort declarations by status, showing ones that require action by you or you can sort by filing period, from new to old.

Declarations are color coded:

Color	Status
Blue	Does not require any action by you.
Red	Require action by you.

Declarations also have the following statuses:

Status	Description
Action Required: Provide Information	Requires that you provide information before any further processing.
Action Required: Review’	Requires you to review the draft declaration before it is submitted for filing.
Processing	No action required. The declaration is being processed by the service.
Processing-Reject	No action required. The declaration that you rejected is being investigated by Vertex.
Filed	No action required. The declaration is filed with the tax authority.

Remittance

You can use the Remittance tab to book your tax payments and manage existing payments. It is divided into the following sections:

Filters
Payments
Outstanding Payment Amounts

To open each section, click Click to Expand.

Remittance - Payments

You can use the Payments UI to create new payments or view existing ones. You can process payment. You can also receive foreign exchange quote.

For more information about creating a new payment, see Creating a Tax Payment.

The UI displays the following important information:

Field	Description
Tax Authority	The tax authority that the payment is made to.
VAT Period	The tax period when the declaration was created.
Tax Currency	The currency of the tax authority.
Currency Due	The currency that you have chosen to make the payment in.
Kind	This is the payment type or kind. It is generally either VAT payment or custom VAT.
Amount	The value of the payment in the tax authority currency.
Reference	The reference information that is added to the payment. This is done by Vertex except when it is a custom payment.
Status	The status of the payment in the processing cycle. It can be one of the following: Outstanding Scheduled Processing Paid -Error
Amount Due	The value of the payment in the currency that you have chosen to make the payment in.

The following screenshot shows the Payment UI:

Remittance - Outstanding Settlement Amounts

You can use the Outstanding Settlement Amounts tab to manage booked payments that have not yet been issued.

The payments displayed here are those that are created after a quote is submitted.

The Total due field displays an aggregate of the total outstanding payments in the currency you specified to pay in. This balance shows the total value of payments due from you to Vertex.

You can choose to use multiple settlement currencies if you want. For example, you can use any of the 15 settlement currencies to make payments to any tax authority.

Individual payments and details about them are displayed in a table. The fields that are displayed are the same as those outlined in the Remittance Payments section of this topic.

Filters

You can use the Filters section to search for current and historic payments.

The following fields are available:

Field	Description
Date Range	Filter for payments from within the specified range.
Reference	Filter the reference information that was added to the payments.
Status	Filter for the following statuses: Outstanding Scheduled Processing Error Paid All
Tax Authority	Filter for the tax authority that payments are made to.
Tax Amount	Filter for payments by amount in the currency of the tax authority.
Amount Due	The value of the payment in the currency that you have chosen to make the payment in.