Indirect Tax for Dynamics 365 Commerce

Modern Sales & Use Tax Automation for Dynamics 365

Vertex provides powerful, automated tax determination for Microsoft Dynamics 365 Commerce. A turnkey integration delivers real-time tax calculations based on continually updated tax content and precise location determination for improved accuracy and efficiency.

Vertex provides seamless integration to Microsoft Dynamics 365 Commerce, simplifying sales tax determination without constant Microsoft system updates. Address cleansing and precise tax jurisdiction assignment relieve the need to manually populate and manage tax area codes within D365, improving accuracy and efficiency across all D365 modules. Developed and maintained by Vertex, the integration also offers flexible deployment options. Supported workflows include cash & carry, buy online & pickup in-store, buy in store & ship, recall and return, call center orders, and offline tax calculation for brick-and-mortar stores, which may not have a dependable internet connection.

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

• Consistent tax calculations across all omnichannel experiences.

• Backed by a global Vertex team of knowledgeable implementation consultants and support specialists.

• Quickly scale new jurisdictions while staying compliant.

• Increased efficiency of Finance, Tax, and IT teams.

• Robust offline tax calculation solution for local in-store deployment.