Magento Open Source 2.3.x

Configuring Magento

To complete the Magento configuration, you will need to enter a few values from Vertex Cloud. If you need help, see Vertex Field Mapping.

When enabled, the Tax configuration page includes the following Vertex sections:

  • Vertex Settings: Vertex integration and account configuration
  • Vertex Company Information: Configure your company information
  • Vertex Delivery Terms: Configure the shipping terms for shipments. Set a global term, with an option to add overrides per country
  • Vertex Shipping Product Codes: Displays available shipping methods and costs
  • Vertex Logging: Located at the bottom of the page. Provides logging information and configuration

To complete the Magento Configuration:

1. On the Admin sidebar, choose Stores. Then under Settings, choose Configuration.
2. To define the scope of the configuration for a multisite or multistore installation, set the Store View chooser in the upper-left corner to the specific website and/or store view that is to be configured.
3. In the panel on the left, click Sales. Then choose Tax.
4. Expand the Vertex Settings section to enable Vertex and configure initial settings.
a. Set Use Vertex Tax Links to “Yes.” This setting enables performance enhancements and allows you to enable and configure Vertex settings.
b. Set Vertex Tax Calculation to Enable the extension and configure settings.

You must have this option set to use Vertex and save configurations.

To find your Vertex Trusted ID, log in to your Vertex Cloud account, and go to Settings > View All Connectors.

c. Verify and accept the default values for the Vertex Calculation API URL (https://mgconnect.vertexsmb.com/vertex-wa/services/CalculateTax70) and Vertex Address Validation API URL (https://mgconnect.vertexsmb.com/vertex-wa/services/LookupTaxAreas70). These connect the integration with Vertex Cloud.
d. Enter the Vertex Trusted ID from your Vertex Cloud account.
e. To determine when tax is calculated for an invoice according to the workflow, set When to send invoiced to Vertex to one of the following:
f. To set the Use Vertex for orders shipping to, select the countries and nations to apply Vertex taxes for destination addresses. If a shipping address is not available on the order, the billing address is used.
g. Set how you want to Summarize Tax By. Options include Product and Shipping and Jurisdiction.
5. Expand the Vertex Company Information section. Then, do the following:
a. Enter the Company Code from the heading of the Configure Company page of your Vertex Cloud account.
b. Enter the Location Code from the Registration Details section of your Vertex Cloud account. is the specific jurisdiction where the company is registered to file tax returns. This value corresponds to the Location Code that is entered as a Registered Location.
c. Complete the remaining company address fields.
6. Tap Save Config.

If the configuration settings are correct, the Vertex API Status field turns green and indicates the status is “Valid.” At this point, you can continue with the remaining Vertex configuration settings, or complete them later.

You will need to save the configuration again if you modify any of the Vertex tax class or calculation settings.

7. When you are ready to continue, complete the following sections:
8. Expand (  ) the Calculation Settings section. Then, do the following:
a. Clear the Use system value checkbox.
b. Set Tax Calculation Method Based On to “Vertex.”

Calculation Settings
9. When complete, tap Save Config.
10. To refresh the cache, do the following:
a. On the Admin menu, choose System. Then under Tools, choose Cache Management.
b. Mark the checkbox of each invalid cache.
c. Set Actions to “Refresh.” Then, tap Submit.