Vertex
Vertex
Integrated tax technology solutionTo navigate the complexities of tax systems abroad, we've integrated Vertex for its convenience in ensuring tax compliance and ease of use, providing your businesses with tax automation solutions.
EVA settings
To use Vertex, we first need to set a few settings in EVA.
| Setting | Description |
|---|---|
| Vertex:Host | The Host URL. |
| Vertex:Username | Username to your Vertex account |
| Vertex:Password | Password to your Vertex account |
| Vertex:SellerCompany | The same code you have configured on Vertex |
| Vertex:SellerDivision | In combination with the setting above. Set this with the same code you have configured on Vertex. |
| Vertex:CleanseAddress | Set to true to create new customers using the ZIP9 format when available |
| Vertex:UseProductGroup | Set to true or false. When set to true, we use the product class for the order line. When unset, or set to false, we use the product. |
| OrderTaxCalculator | Set to VERTEX for tax calculation through Vertex |
After having configured the above settings, you need to follow up with the following settings:
| Setting | Description |
|---|---|
| Vertex:Container:Registry | Full URL to the Vertex hosted instance of the container registry |
| Vertex:Container:Repository | Name of the repository |
| Vertex:Container:Tag | Tag of the image to pull |
The format that we usually see from Vertex O-Series is the following:
<random-identifier>.ocir.io/<username>-<env>:<tag>
In this case <username> is usually a value containing a / as well, meaning it would end up looking like:
12345abcdef/company
Tax setup
On top of this, Vertex requires a specific setup for your tax codes and tax rates.
The tax code of a product is established through the ImportProducts service. In the tax rate associated with the tax code, you can then specify the rate for the relevant country. By setting the rate for the code to Dynamic, EVA can check with an external tax calculation platform (in this case, Vertex) to determine the actual rate(s) that should apply.
Tax exemption is already a default feature in EVA. Once set up, you will find the Tax exemption tile at checkout to flag the order as tax-exempt. This action will prompt a list of tax exemption reasons, from which you can select and store the chosen reason for the order.
Lastly, using Vertex requires you to enable the following setting for proper tax calculation:
CalculateAmountsBasedOnExTaxto true
In order to accurately calculate the tax, make sure you've filled out the address requirements for your Organizations and Users accurately.