About Vertex for Shopify

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

A seamless integration enables location identification and complex taxability logic, delivering tax calculations for every transaction, and helping to ensure the latest tax content with reduced system update requirements.

📘

Note:

Vertex for Shopify is a licensed sales tax software. You need an active account and have purchased the Vertex for Shopify integration from Vertex.

Related documents

For more information about the latest release, refer to the Vertex for Shopify Release Notes. The Vertex Community requires an active account.

Understanding how data flows

The Vertex for Shopify integration pulls transaction and address details from Shopify to calculate indirect tax in Vertex O Series. Vertex O Series determines the appropriate tax rules and rates, calculates the tax, and returns the calculated tax. Then, Vertex for Shopify sends the calculated tax to Shopify.

The following diagram illustrates this process.