Case Study: Toyota Financial Services achieves streamlined sales tax compliance and strategic focus with Vertex Inc.'s Sales & Use Tax Returns Outsourcing

Toyota Switches to Vertex for More Experienced Staff

Toyota Financial Services (TFS Tax) — the group that files roughly 7,000 sales and use tax returns a year for two entities across all 50 states — had long outsourced compliance but faced recurring errors, penalties and heavy management overhead from their previous provider. Seeking experienced, end-to-end compliance support, TFS selected Vertex and its Vertex® Sales & Use Tax Returns Outsourcing to replace the prior vendor.

Vertex implemented an end-to-end outsourcing solution — preparing and filing returns, handling payments and notices, and providing 24/7 visibility and archived return data — while accommodating Toyota’s treasury requirements. The transition was smooth, the monthly status call shrank from lengthy oversight to a brief check-in and then became unnecessary, and TFS staff were freed to focus on higher‑value tax strategy; Toyota reports greater confidence, fewer compliance headaches and increased capacity for strategic work under Vertex.

Toyota Financial Services

Lisa Dominguez

Director of Sales and Property Tax