Case Study: Tremco achieves improved data integrity and greater confidence with Vertex Inc.'s Sales & Use Tax Returns Outsourcing

Tremco Switches Outsourcing Providers to Improve Data Integrity and Gain Confidence

The Tremco Group, a multi-entity manufacturer and contractor filing roughly 4,000 sales and use tax returns annually, struggled with frequent turnover and declining service from prior outsourcing providers, which culminated in a missed tax payment and penalties. Seeking better data integrity and continuity, Tremco selected Vertex and its Vertex® Sales & Use Tax Returns Outsourcing service (integrated with Vertex® Indirect Tax O Series® and SAP) to stabilize its compliance process.

Vertex implemented an end-to-end outsourcing solution with a dedicated Returns Processor, secure portal for monthly data uploads and approvals, funds management, notice/credit resolution, and custom reconciliation and trend reports. The Vertex team went live within a month, improved data integrity (Tremco reconciled auditor requests and matched Vertex’s records after sending 10–15 data files monthly), reduced time spent managing returns, ensured timely payments, and restored Tremco’s confidence and trust in its sales and use tax compliance.

Tremco

Karen Pollard

Tax Manager