Vertex Tax Interface Setup

The following settings must be established for use with the Alternate Tax Interface to Vertex® Transaction Processing. For further detail, contact your STORIS representative.  

STORIS Settings

• Alternate Tax Interface field must be set to Active in the General System Control Settings. Contact STORIS.

• Alternate Tax Interface Control Settings must be established.

• Establish Tax Class Settings to group products by taxable and non-taxable status.  

• Alternate Tax ID in Warehouse/Store Location Settings.

• Tax Exempt ID Number and Alternate Tax ID in Customer Settings.

• Alternate Tax ID in Ship To Settings.

• Tax Class and *Taxable  in Advanced Product Settings.

• Set up tax jurisdictions and rates for all of the warehouses and stores in STORIS for offline processing of take with and customer pickup orders when communication with Vertex is unavailable.  

*This setting is optional. However, to process take-with and customer-pickup orders offline, you must maintain taxable settings in STORIS.

Other Processes & Reports

• Use Update Alternate Tax Interface Data to remove Alternate Tax ID’s that changed during a specified date range.

• Report Sales Tax

• Report Sales Tax Exceptions