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

  • Enhancements

    • 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