--- schema_version: "1" id: bfea96be491afeafe84e8a713164835f34f6645b21e79612c71323240d73e588 title: Integrate Vertex collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_adv_config_3p_int_tax_vertex.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ff1813e2f39320785e9be4e526626475928dcb56249f3e0083138c67bd38cb42 description: Integrate Point of Sale with the Vertex tax engine to facilitate tax calculations during sale transactions. Confirm that the Vertex engine handles all necessary tax computations. products: - Commerce release: "264" --- # Integrate Vertex Integrate Point of Sale with the Vertex tax engine to facilitate tax calculations during sale transactions. Confirm that the Vertex engine handles all necessary tax computations. ## Requirements - Modern POS App Build: 10.2.1 or greater - Platform Support: iPad & iPhone - Offline Support: Yes - Technical: - Vertex account with tax rates already configured. - Product Feed file with a column for [Vertex Tax Code](https://tax-calc-api.vertexcloud.com/api/docs/index.html#section/Authentication). ## Set Up Vertex To begin using Vertex for tax calculations, first [set up Vertex](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_setup.htm&release=264.0.0&type=5 "Configure your taxpayer entity, product classes, and category mappings in the Vertex portal before connecting Vertex to Point of Sale.") in the Vertex portal, then [set up the tax engine](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_cms_setup.htm&release=264.0.0&type=5 "Connect Vertex to Point of Sale by configuring the tax engine in CMS.") in CMS to connect Vertex to Point of Sale. For further details or assistance with the setup process, reach out to a Vertex representative. ## Supported Tax Functionality The following tax-related functionality is supported by the POS if it is powered by the Vertex tax engine: - Calculate taxes and fees: Refer to [Special Fees](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_orders_custom_special_fees.htm&release=264.0.0&type=5 "The POS app can support special fees that are levied only in certain stores based on the location of the store. These fees can include public improvement or franchise fees,") to know more on fees. - Tax override: If overridden tax rates, for example, tax holidays, are configured in Vertex. - Tax exemption: Refer to [Set Up Tax Exemption](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_tax_exemption.htm&release=264.0.0&type=5 "Configure tax exemption for Point of Sale, including partial tax exemption and fees, both supported in online mode. Offline mode uses previously downloaded tax rates.") to configure tax-exempt codes for customers and products. ## Unsupported Tax Functionality The following tax-related functionality are not supported by the POS if it is powered by the Vertex tax engine: - Point of Sale doesn't handle threshold-based taxes (for example, changes in tax percentage based on the order total for a shipping order to a Florida address). Merchants must configure this in Vertex. Point of Sale sends the cart and tax group to Vertex, which calculates the tax accordingly. - Advanced tax capabilities in Vertex aren't currently supported. For example, Point of Sale doesn't support Public Improvement Fees (PIFs). - **[Set Up Vertex for Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_setup.htm&release=264.0.0&type=5)** Configure your taxpayer entity, product classes, and category mappings in the Vertex portal before connecting Vertex to Point of Sale. - **[Set Up the Vertex Tax Engine for Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_cms_setup.htm&release=264.0.0&type=5)** Connect Vertex to Point of Sale by configuring the tax engine in CMS. - **[Supported Vertex Endpoints for Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_endpoints.htm&release=264.0.0&type=5)** Point of Sale calls these Vertex endpoints during tax engine setup verification and during checkout tax calculation. - **[Point of Sale Vertex API Field Mapping](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_api_field_mapping.htm&release=264.0.0&type=5)** Map Point of Sale's fields to Vertex's API request fields. - **[Configure Vertex Product Field Mapping for Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_product_field_mapping.htm&release=264.0.0&type=5)** Map the tax class attribute from your product feed to a custom field so Point of Sale can calculate taxes correctly in offline mode. - **[Schedule the Vertex Tax Rate File Download for Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_tax_file_download.htm&release=264.0.0&type=5)** Download the Vertex tax rate file manually or on a schedule so Point of Sale can calculate taxes while offline. - **[Set Up Vertex Tax Exemption for Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_tax_exemption.htm&release=264.0.0&type=5)** Configure tax exemption for Point of Sale, including partial tax exemption and fees, both supported in online mode. Offline mode uses previously downloaded tax rates. - **[Point of Sale Vertex Mixed Cart Order Examples](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_mixed_cart_example.htm&release=264.0.0&type=5)** Review sample Vertex requests and responses for a mixed cart order that combines an in-store item with a ship-to-home item. - **[Point of Sale Vertex Common Questions](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex_faq.htm&release=264.0.0&type=5)** Find answers to common questions about tax rates, offline fees, tiered taxes, promotions, and token refresh behavior for the Vertex integration.