To Set Up Integration With Vertex Tax Calculation

• Set up the connection on the Tax Providers (TX102000) form.
• Set up a tax agency to be used for the Vertex tax calculation integration on the Vendors (AP303000) form.
• Create a tax zone on the Tax Zones (TX206000) form that will be used with this special tax agency.
• Create tax categories to be associated with the Vertex tax codes on the Tax Categories (TX205500) form.
• Specify appropriate settings for the customers on the Customers (AR303000) form.
• Assign tax categories to stock items and non-stock items on the Stock Items (IN202500) and Non-Stock Items (IN202000) forms.

These subprocedures are described below.

Before You Proceed

Before you configure the integration with Vertex tax calculation in MYOB Acumatica, make sure of the following:

To Set Up the Connection Between MYOB Acumatica and Your Vertex Account

1. Open the Tax Providers (TX102000) form.
2. On the form toolbar, click Add New Record.
3. In the Provider ID box of the Summary area, type the identifier to be used for the provider.
4. In the Description box, enter a description of the provider.
5. In the Plug-In (Type) box, select the built-in Vertex plug-in.
6. Select the Active check box to activate the connection.
7. On the Plug-In Parameters tab, in the Value column for the Account ID parameter, type your username in Vertex.
8. In the Value column for the Password parameter, type your password in Vertex.
9. In the Value column for the TrustedID parameter, type the Trusted ID identifier your company uses for connecting to Vertex.
10. In the Value column for the URL parameter, type the URL to be used to connect to Vertex tax calculation service.
11. In the Value column for the Request Timeout (sec) parameter, type the number of seconds for the connection timeout.
12. In the Value column for the Log Trace parameter, select the check box, if you want the system to save the requests and results of the calls to the trace logs.
13. On the form toolbar, click Test Connection to test the connection.
    Tip:

    If the connection is successful, you will see a Test Connection message confirming the validity of your credentials.
14. On the Company Code Mapping tab, click Add Row on the table toolbar to add a new row.
15. In the Branch column of the new row, select a branch by its ID to map it to the corresponding company that you have created in the Vertex Account.
16. In the Company Code column, type the company name that you have created in Vertex for this branch.
17. Repeat Steps 13–15 for each branch.
18. Click Save.

To Set Up a Tax Agency

1. Open the Vendors (AP303000) form.
2. In both the Vendor ID and Vendor Name boxes, type VERTEX (or another name that complies with the formatting rules defined by the VENDOR segmented key).
3. On the General Info tab (in the Main Address section), in the Country box, enter US.
4. In the Financial Settings section, in the Vendor Class box, select a vendor class that has been defined for tax agencies (if you have defined such a class) or any other appropriate class.
5. In the Vendor Properties section, select the Vendor Is Tax Agency check box. (Notice that the Tax Agency Settings tab appears.)
6. On the GL Accounts tab, specify the general ledger accounts and subaccounts that will be used for this vendor.
   Tip:

   Default accounts and subaccounts are displayed if they have been specified for the vendor class that you have selected on the  General Info  tab; however, you can select other accounts and subaccounts.
7. Click Save.

To Create the Needed Tax Zone

1. Open the Tax Zones (TX206000) form.
2. Type VERTEX in the Tax Zone ID box, and then type a description.
3. Select the External Tax Provider check box; the Provider ID and Tax Agency ID boxes appear on the form.
4. In the Provider ID box, select the Vertex tax provider.
5. In the Tax Agency ID box, select the tax agency you created for this integration.
6. Click Save.

To Create Tax Categories for Tax Codes

1. Open the Tax Categories (TX205500) form.
2. On the form toolbar, click Add New Record.
3. In the Tax Category ID box, type an Vertex code, and in the Description box, provide a description.
4. Click Save.
5. Repeat Steps 2–4 for each required tax code.

To Specify the Needed Settings for Each Customer

1. Open the Customers (AR303000) form.
2. Select a customer for which sales taxes should be calculated by Vertex Tax.
   Tip:

   Each customer has at least one automatically created location.
3. On the Locations tab, click the link of one of the listed customer locations (or the only customer location, if only one is listed).
4. On the General Info tab of the Account Locations (CR303010) form, which opens in a pop-up window, in the Tax Zone list, select Vertex.
5. In the Tax Registration ID box, enter the customer's tax registration number.
6. If this customer location is tax exempt, in the Tax Exemption Number box, enter the tax exemption number.
7. In the Entity Usage Type box, select the option that corresponds to this location usage.
8. On the form toolbar, click Save and Close.
9. For each additional location, repeat Steps 4–8.

To Assign Tax Categories to Each Stock Item or Non-Stock Items

1. Open the Stock Items (IN202500) or Non-Stock Items (IN202000) form.
2. Select the stock or non-stock item by its inventory ID.
3. On the General tab, in the Tax Category box, select the appropriate tax category for the selected item.
4. Click Save on the form toolbar.