title: Vertex Tax Provider _description: Learn how to configure and use the Vertex tax provider integration for Dynamicweb 10, including setup steps and available options. uid: manual-taxes-vertex
Vertex is a leading provider of tax technology and compliance solutions. The Vertex tax provider integration for Dynamicweb 10 enables automated sales tax calculation and address validation for eCommerce orders by connecting Dynamicweb Commerce to the Vertex API.
Dynamicweb provides an add-in that allows you to connect to Vertex and calculate taxes on orders, provided that you have:
- An active Vertex account
- Valid US addresses on the orders being created
With the Vertex tax provider, you can do the following:
- Calculate taxes during checkout and order processing
- Validate and resolve addresses via Vertex
- Support tax document creation for invoicing and quoting
Setup and configuration
To set up the Vertex tax provider, follow these steps:
- Go to Settings > Areas > Commerce > Product catalog > Taxes
- Click New tax setting
- Provide a Name and use the Country relations selector to select the United States
- Switch to the Provider tab and select Vertex tax provider
- Fill in the provider settings as described below
- Save
Provider settings
The following settings are available for the Vertex provider:
| Setting | Description |
|---|---|
| TrustedId | The trusted ID for your Vertex account |
| Company Code | The company code registered in Vertex |
| Origination Address | The address from which goods are shipped (Street, City, State, Zip) |
| Get customer code from | Select where to retrieve the customer code (AccessUserID, CustomerNumber, ExternalID) |
| Default customer class code | Default value for customer class code if not set |
| Enable Commit | If enabled, commits transactions in Vertex. If unchecked, transactions remain uncommitted for external processing |
| Don’t use in product catalog | Disables rendering taxes from Vertex in the product catalog for performance |
| Don’t calculate taxes if Exemption number is set | Disables taxes for users with a value in the ExemptionNumber field |
Address validation
The Vertex provider can validate billing and shipping addresses using the Vertex address validation service. You can enable or disable validation for each address type in the provider settings.