Configure the Vertex O Series integration

The Avalara AvaTax integration is the default tax processor integration, but you can easily switch to the Vertex O Series integration.

Commerce uses the tax processing settings you add when you configure the integration when it communicates with Vertex during tax calculations. See Understand tax processor integrations for overview information about all tax processor integrations.

You must have an active Vertex O Series account to use this integration. To learn how to sign up for an account and configure it, go to http://www.vertexinc.com.

Important: As a merchant, it is your responsibility to add the appropriate tax jurisdictions to your Vertex O Series taxpayer profile. (You set up your taxpayer profile in the My Enterprise section of Vertex Central.) Jurisdictions you add to your taxpayer profile tell Vertex O Series where and when to calculate and report tax. All sales that occur in jurisdictions you have not configured in Vertex O Series result in a tax calculation that returns a value of zero tax. Commerce is not responsible for configuring or validating jurisdictions. You can find information about nexus and tax jurisdictions in the Vertex documentation, which is available when you log into Vertex Central.

Before you begin, make sure you have the following information for your Vertex O Series account on hand:

• The taxpayer code.
• The trusted ID.
• The username and password.

To configure the Vertex tax processing settings, follow these steps:

1. Click the Settings icon, then select Tax Processing.
2. Select Vertex from the Tax Processor list and select the Enable Tax Processor checkbox.
3. (Optional) Select Show Tax Summary to display an order’s tax amount in the cart, checkout, and order summary pages, or deselect it to hide the tax summary. This checkbox is selected by default.

   If your store’s prices include tax, such as VAT, you likely do not want to display the tax summary. However, if prices to not include tax, you should always display a tax summary.

   This setting has no effect on the display of the tax summary in the emails your store sends to customers. To learn how to remove the tax summary line from the order summaries in emails, see Customize tax display in templates.

4. Enter your Vertex Account Information.
5. Click Save.

The following table describes the Vertex Account Information properties.

Property	Description
Trust ID	Your Vertex Trusted ID.
Merchant ID	Your unique merchant ID.
Username	The username for your Vertex O Series account.
Password	The password for your Vertex O Series account.
URL	The dedicated host-instance URL you received from Vertex.