Indirect Tax for Dynamics 365 Commerce from Vertex Inc.

by 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 transaction with Vertex.
  • 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.
  • Exemption Certificate Management ensures the capability to collect, store, search, and report on exemption certificates with ease. You have the flexibility to bulk upload exemption certificates or upload them one at a time, set effective and expiration dates, store the certificates, and manage customer exemptions with our solution.
  • It can be used to integrate with eCommerce solutions, from calculating tax online to transferring sales data to D365 Finance and Supply Chain Management (F&O) to automatically generating sales orders and invoices for those transactions.
  • Supports Microsoft’s Cloud Point of Sale (CPOS) and Modern Point of Sale (MPOS) systems out-of-the-box
  • Automatic failover should your network or internet connection go down

Supported Editions:

Vertex supports D365 Commerce + Finance & Supply Chain Management with this connector.

Supported Countries:

United States and Canada

Contact for additional details.

At a glance