Indirect Tax for Dynamics 365 Finance and Supply Chain (F&O) from Vertex

Autor: Vertex, Inc

Vertex offers a proven and accurate sales and use tax solution for businesses of all sizes.

Vertex can improve your accuracy, reduce audit risk, and give you confidence to grow your business. Vertex allows users to integrate via a cloud-based SaaS solution, hosted or in on-premise environments. Tax is calculated during the invoice and purchasing process based on the latest product taxability rules and pinpoint tax area precision. Automating tax with Vertex reduces manual work and improves customer satisfaction. With Vertex, your tax rates and rules are always up-to-date, and the tools you need to generate and file accurate and timely returns are just a click away. Everything your business needs to manage sales, use tax, and pay only for what you use; it's that simple.

Features include:

  • Automate and standardize taxability and calculation on every sales and purchase transaction with Vertex.
  • Calculations and returns are available in one solution. Vertex Cloud automates tax calculations and generates signature-ready PDF returns in one solution.
  • Returns only are feasible by uploading tax data files from any data source generating signature-ready PDF returns. No matter the source of your data, you can use our returns-only offering. File and remit payment for the returns yourself, or allow Vertex to file and remit payment.
  • Vertex centralizes and updates all the rates and rules required for product taxability and accurate calculation of sales and use tax.
  • Integrated address cleansing ensures every transaction has the proper tax jurisdiction assignment to trigger accurate tax calculation rules.
  • Consumer Use tax allows you to calculate and report your consumer use tax. Consumer use tax can be complicated, with various scenarios triggering a requirement for the tax, such as accounting for accruals, asset and goods management, inventory removal, and purchase orders.
  • Exemption Certificate Management ensures the capability to collect, store, search, and report on exemption certificates with ease. The self-serve online portal provides your customers with an easy method to manage customer exemptions.

Supported Editions:

Vertex supports Finance & Supply Chain Management with this connector.

Supported Countries:

United States, Canada, Europe, Middle East, Africa, APAC & LATAM*.

*Contact for additional details

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