To Configure Your Vertex Account

At this stage of integration configuration, you have to use the documentation provided by Vertex. We only briefly describe the general steps:

1. Create an organizational structure that, in relation to taxes, is similar to the structure of branches in your organization in MYOB Acumatica. By default, you can configure one company in Vertex. If you need to configure more than one company, contact Vertex support. Later you will associate each branch of your organization in MYOB Acumatica with the corresponding company that you have created in Vertex.
2. Create a tax profile for each company (that is, each branch in MYOB Acumatica). You must specify basic company information and enable taxes for each jurisdiction where you are required to collect and remit taxes.
3. Depending on your subscription level to Vertex cloud and the stage in initializing MYOB Acumatica, either use Vertex system tax codes or map your existing tax categories to Vertex system tax codes (which is made on the Vertex website).
4. Optional: Create and maintain tax rules—for example, define tax holidays for specific products for certain periods of time.