Vertex Data for the US

If you're using or going to use United States Payroll, you must also use Vertex. You can't process payroll without the features Vertex provides.

Vertex feature

What it does for you

Address validation

Vertex delivers updates in a monthly ORAMAST.txt geography file. Use the Load Geographies for US process to install these updates.

For further info, see Manage Geography Info for the US in the Help Center.

Payroll Tax Calculation Rules and Tax Data

Vertex delivers updates in a monthly QFPT.dat tax file. Use the Load Payroll Tax Information for US process to install these updates.

For further info, see the Load Payroll Tax Info for the US topic in the Help Center.

How You Get a Vertex License

Vertex license is included with your US Payroll license.

How to Maintain Your Vertex Info

For info about maintaining your Vertex geography and tax data, see the following topics in the Help Center.

  • Manage Geography Info for the US

  • Load Payroll Tax Info for the US

For further info, see Oracle Fusion HCM and Payroll (US/CA) Vertex Frequently Asked Questions (1613196.1) on My Oracle Support.

Vertex Tax Calculation Reference Material

Cloud Notifications inform you of Vertex updates. These notifications include a Here link to the Cloud Portal website. Click the link to view the current and previous month's Vertex Payroll Tax Calculation Guide for the United States. If you don't see the documents for download, you may not have the correct privileges. If this happens, and you believe you should have access, contact your company's System Administrator and request they grant you Service Administrator responsibility.

Note: Vertex documents are published by the 18th of the month.

To access this documentation, your Oracle Cloud System Administrator must have added you to the Cloud Portal site with a role of Service Administration and granted at least Document Viewer privileges. If you're not sure who the system administrator is for your company, contact Oracle Support.

Note: Because the Vertex user guides are proprietary to Vertex, Oracle can only distribute them on a need-to-know basis. Share these documents only with authorized personnel, such as your Payroll Department.