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.
Vertex Cloud automatically regenerates signature-ready PDF returns and sends a message when the returns are available.
Changes in the latest release
- Configuration in the Magento Admin has been redesigned to be more user friendly
- Vertex can now be configured to use the Shipping Origin address as the Seller in Vertex Tax calls
- Address Validation in the configuration has been renamed to Address Cleansing
Various updates have been made to address functional issues:
- Improvements for calculations on an order with both physical and virtual products before a billing address was set
- Improvements for updating the billing address with Vertex’s recommendation
- Improvements for bundle and virtual products tax calculations
- Improvements to address validation/cleansing display on the storefront to better support Internet Explorer 11