Indirect Tax for Dynamics 365 Finance and Supply Chain Management (F&O)

Effortless Sales & Use Tax Automation for Microsoft Dynamics 365 Finance & Supply Chain Management

Vertex provides powerful, automated tax determination for Microsoft Dynamics 365 Finance & Supply Chain Management. Through seamless cloud-based APIs, the integration delivers real-time tax calculations based on continually updated tax content and precise location determination for improved accuracy and efficiency.

Features include

• Automated Sales Tax Compliance. Standardize tax rates, rules, and product taxability for more accurate calculation on every transaction.
• Consumer Use Tax Management. Easily manage complex scenarios including accruals, asset management, inventory, and purchase orders.
• Integrated Address Cleansing. Improve accuracy with automated jurisdiction assignment for every transaction.
• Universal API Integration. Connect Vertex to Dynamics 365 through a modern, cloud‑based API developed with Microsoft and backed by 45+ years of Vertex tax expertise.
• E-invoicing
• Vertex VAT compliance

• Global tax content

• Jurisdiction precision
• Multi-system, multi-entity, multi-region
• Exemption management
• VAT reg ID validation
• Nexus threshold tracking
• Currency conversion
• Custom taxability setup
• Structured tax data
• Compliance-ready data
• Audit reporting
• AI-powered configuration agent

• Line-level liability