The Vertex® for Shopify® connector provides automated global indirect tax determination and compliance for sales and use tax, goods and services tax (GST), and value added tax (VAT). The connector streamlines tax calculation for business-to-business (B2B) and business-to-consumer (B2C) transactions in a cloud-based tax engine.

The connector integration enables location identification and complex taxability logic, delivering tax calculations for every transaction—including quotes, orders, invoices, and refunds—while supporting the latest tax content with reduced system update requirements.

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Note:

The connector is a licensed sales tax software. You must have an active account and a valid license.

Related documents

For more information about the latest release, see the Vertex for Shopify Release Notes.

The Vertex Community requires an active account.

Understanding how data flows

Shopify is a cloud-based e-commerce platform that enables businesses to create online stores, manage products, process payments, and sell to customers across online and in-person channels. You can install and configure the Vertex for Shopify connector in your Shopify admin.

The connector sends transaction and address details from Shopify to Vertex O Series for tax calculation. Vertex O Series applies the appropriate tax rules and rates, calculates the tax, and returns it to the connector. The connector then sends the calculated tax to Shopify.

Tax calculation

Here's what happens during tax calculation.

Order fulfillment

Here's what happens during order fulfillment.

Order edits and refunds

The connector supports tax calculation for order edits and refunds.

Vertex O Series stores orders for up to 90 days from the original order date. After 90 days, the connector may not process order edits or refunds automatically. Complete order edits and refunds within 90 days of the original order date.

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Note:

The connector doesn't support arbitrary refunds.

Sales channels and marketplaces

The connector supports tax calculation across multiple sales channels and marketplaces. However, the connector automatically excludes sales channel orders from invoicing and journaling to prevent double taxation when those channels are responsible for tax calculation.