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Indirect Tax Compliance Solutions

Vertex Tax for Dynamics 365

by Vertex

Solution Overview

Vertex offers four solutions: Vertex Tax for Dynamics 365 Finance & Supply Chain Management, Vertex Tax for Dynamics 365 Business Central, Vertex Tax for Dynamics 365 Sales, and Vertex Tax for Dynamics 365 Commerce. Vertex can improve your accuracy, reduce audit risk, and have the confidence to grow your business. Vertex allows the user to integrate via a cloud-based SaaS solution, hosted, or on-premise environments. Tax is calculated during the invoice and purchasing process based on the latest product taxability rules with pinpoint tax area precision. Automating tax with Vertex reduces manual work and improves customer satisfaction. With Vertex, your tax rates and rules are always up-to-date and the tools you need to generate and file accurate and timely returns are just a click away.


Click on any of the drop-downs below for further information.

Key Features
  • Automate and standardize taxability and calculation on every sales transaction with Vertex.
  • Vertex centralizes and updates all the rates and rules required for product taxability and accurate calculation of sales and use tax.
  • Integrated address cleansing ensures every transaction has the proper tax jurisdiction assignment to trigger the accurate tax calculation rules.
  • Exemption Certificate Management ensures the capability to collect, store, search and report on exemption certificates with ease. You have the flexibility to bulk upload exemption certificates or upload them one at a time, set effective and expiration dates, store the certificates and manage customer exemptions with our solution.
  • Can be used to integrate with e-Commerce solutions; from calculating tax online to transferring sales data to D365 Finance and Operations to automatically generating sales orders and invoices for those transactions
  • Supports Microsoft’s Cloud Point of Sale (CPOS) and Modern Point of Sale (MPOS) systems out-of-the-box
  • Automatic failover should your network or internet connection go down
Key Benefits
  • Calculations and returns in one solution
    • Perform tax calculations and generate signature-ready PDF returns in one solution. There is no need to access separate applications for tax calculations and returns. Our innovative interface guides you through a configuration process that allows you to personalize the taxability to make it as simple or complex as you need. With calculations and returns in sync, signature-ready PDF returns are automatically generated for each relevant time period.
  • Streamlined tax returns
    • Upload tax data files from any data source and generate signature-ready PDF returns. No matter the source of your data, you can use returns-only offering for your or your clients’ businesses. File and remit payment for the returns yourself, or allow Vertex to file and remit payment for you.
  • Exemption certificate management
    • Store, update, and maintain exemption certificates. Flexibility to bulk upload exemption certificates or upload them one at a time, set effective and expiration dates, store the certificates, and manage customer exemptions.
  • Consumer use tax
    • Calculate and report consumer use tax. Consumer use tax can be complicated, with various scenarios triggering a requirement for the tax. Vertex enables you to calculate and report your consumer use tax, including for accruals, asset and goods management, inventory removal, and purchase orders.
System Requirements

Must be on a current version of Microsoft Dynamics 365

Solution Overview Video (90 secs)
Address Validation
Sales Tax Results
Useful Resources (Brochures, Whitepapers, eBooks, etc.)


Pricing is determined by:

  • Annual revenue
  • Number of geographic tax regions
    • NA, EMEA, and/ or APAC

Contact us for specifics

About Vertex

Vertex Inc., is a leading global provider of indirect tax software and solutions. As a Microsoft ISV Partner, Vertex has multiple connectors available for Dynamics 365 that support global indirect tax automation needs across Finance, Commerce, BC, and Sales (CRM). The company’s mission is to deliver the most trusted tax technology enabling global businesses to transact, comply, and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added, and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex employs over 1,200 professionals and serves companies across the globe.

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