Vertex O Series Online Commerce is a cloud-based tax solution that automates indirect tax determination and compliance for e-commerce, marketplace, and online platforms. It supports both direct-to-consumer and marketplace business models, enabling businesses to scale across jurisdictions without adding integration or operational complexity.

Tax compliance for e-commerce, marketplace, and online platforms is inherently complex. In addition to indirect tax obligations, businesses must manage platform-specific requirements that vary across jurisdictions. Cross-border operations add more complexity because each jurisdiction enforces its own tax rules, regulations, and reporting requirements.

Vertex O Series Online Commerce simplifies this complexity by automating tax determination across the checkout experience. A single solution supports both direct-to-consumer (two-party) and marketplace (three-party) transactions, helping businesses expand into new markets.

Vertex delivers Vertex O Series Online Commerce via O Series Cloud and the O Series Online Commerce API endpoint, which integrates seamlessly with the core O Series Cloud REST API. Our API endpoint uses the same data model as the standard O Series Cloud API, helping to ensure consistency, reliability, and streamlined adoption for existing customers in a unified user experience.

Supported features

Here's a list of features supported in this service:

Feature	Description
Customer Location Determination	Customer Location Determination enables tax calculation for digital goods, where the buyer’s location determines taxability, rather than the ship-from and ship-to addresses used for physical goods.
Liability Determination	Liability Determination is a tax-determination feature designed for marketplace transactions. It applies marketplace facilitator laws to determine whether the seller or the marketplace is responsible for collecting and remitting sales tax on a transaction.
Reporting Capabilities	Reporting Capabilities provide centralized visibility into e-commerce transactions, tax liabilities, and compliance activities. Businesses can generate detailed transaction-level reports to support reconciliation, operational analysis, regulatory reporting, and audit readiness.
Integrated Vertex Invoice IQ	Integrated Vertex Invoice IQ is an API-based solution that automates the creation of tax-compliant digital invoices. It simplifies compliance with complex invoicing regulations by generating, delivering, and managing digital invoices that meet business and regulatory requirements.
Integrated Vertex Validator	Integrated Vertex Validator is an API-based solution that automates business tax identification number validation to support global indirect tax determination and compliance, helping to ensure consistent tax treatment across e-commerce, marketplace, and online platforms.

For more information, see Supported Features.

Supported platforms

Here's a list of supported products and services in this service:

Service	Includes	API details
Vertex O Series Online Commerce	Vertex Invoice IQ Vertex Validator	Calculate Tax as a Seller; Restrictions apply.
Vertex Invoice IQ	Integrated Vertex Invoice IQ Standalone Vertex Invoice IQ	Vertex Invoice IQ API; Restrictions apply.
Vertex Validator	Integrated Vertex Validator Standalone Vertex Validator	Vertex Validator API; Restrictions apply.

Supported countries and regions

For more information, see Supported Countries and Regions.

Considerations

Note the following considerations:

The service supports only the QUOTATION and INVOICE message types.
The service supports only the SUP delivery term.
The service does not support child line items.
The service does not support both physical and digital goods in the same transaction.
Each refund must include a negative amount and reference the original transaction. The originalTransactionId must match the transactionId from the original INVOICE message.
Each shipping charge must be specified as a separate line item.
Some features do not apply to specific capabilities, including Liability Determination, Vertex Invoice IQ, and Vertex Validator.