Vertex Cloud

Vertex is a cloud-based solution that automates your sales and use tax compliance, and generates a signature-ready PDF for your monthly returns. To get started, you need a Vertex account, then complete configuration settings.

The integration includes tax configuration for your stores, overrides per country, and performance enhancing options.

Automate Tax Calculations & Returns
Vertex saves time, reduces risk, and helps you file your tax returns on time.
Sales & Use Tax
Vertex Cloud calculates sales tax in the shopping cart based on the tax profile of each product that is purchased, and the jurisdiction.
Manage Exception Certificates
Vertex makes it easy to manage customers by jurisdiction who have non-standard tax requirements.
Generate Returns
Vertex Cloud automatically regenerates signature-ready PDF returns and sends a message when the returns are available.

Changes In the Latest Release

Release 2.3.3

  • New Feature — Flexible fields for custom taxability drivers

The updated Vertex extension includes support for custom tax drivers that you can use to include additional information needed to calculate tax in more complex tax situations. These drivers are passed in configurable Vertex Flexible Fields that support Code, numeric, and date values.

For more information, see Vertex Flexible Fields.