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Set Up the Vertex Tax Engine for Point of Sale

Connect Vertex to Point of Sale by configuring the tax engine in CMS.

  • Modern POS App Build: 10.2.1 or greater
  • Platform Support: iPad & iPhone
  • Offline Support: Yes

Complete Set Up Vertex in the Vertex portal before configuring the tax engine in CMS.

Configure the Vertex tax engine in CMS.

  1. In CMS, go to Integrations | Tax Engine Configurations.
  2. Click Create in the upper right.
  3. Under General Settings, configure the fields by referring to the details below:
    1. Under Tax Engine, select "Vertex".
    2. Under Environment, select the type of account (for example, testing or live (Production)).
    3. Under Currency, select the currency code (for example, USD).
  4. Under Connectivity and Authentication, configure the fields by referring to the details below:
    1. Under Base URL, enter Vertex's Series Cloud Transaction Calls) URI (for example, https://calcconnect.vertexsmb.com/vertex-ws/v2. To learn more on Vertex supported endpoints, refer to Supported Vertex Endpoints.
      Note
      Note Point of Sale supports V2 for Online API. For Offline, this depends on the version of the Vertex rate file being used.
    2. Under Access Token URL, enter Vertex's authentication endpoint (e.g., https://auth.vertexsmb.com/identity/connect/token). To learn more on Vertex supported endpoints, refer to Supported Vertex Endpoints.
    3. Under Merchant Gateway ID, enter your Vertex account's Client ID, located in your Vertex portal under Settings | Security & Credentials.
    4. Under Merchant Key, enter your Vertex account's Client Secret, located in your Vertex portal under Settings | Security & Credentials. If you need to specify the key's validity in seconds, note that while the official token expires after 1200 seconds, Point of Sale's backend is set to 1000 seconds. After reaching this limit, a new token is automatically generated by calling Vertex. The connector configuration in the CMS updates automatically to ensure proper tax calculation.
    5. Under In Store Merchant Reference Code, provide the Company Code configured for your in-store taxpayer entity in Create Taxpayer Entity.
    6. Under Online Merchant Reference Code, provide the Company Code configured for your online taxpayer entity in Create Taxpayer Entity.
    7. Optionally, click Verify to validate your credentials and connectivity.