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