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 and address cleansing 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

  • Features

    • Admin Order Cleansing: The Vertex Address Validation module displays a button that validates and updates addresses for orders created from the Admin.
  • Enhancements

    • VAT Fallback: The Value Added Tax number and country from the customer’s account is used as the default if a VAT number is not specified during checkout.