Configure your IOSS transactions

The Import One-Stop Shop (IOSS) is a European Union (EU) logic that simplifies the collection and payment of value added tax (VAT) on online sales of physical goods valued at €150 or less, shipped across borders. To support this logic, the Vertex for Shopify integration automatically identifies whether products are physical or digital goods and handles tax calculation using flexible fields in both quote and invoice requests. You configure these flexible fields in Vertex O Series.

Vertex for Shopify automatically populates the flexible fields for every order line item. However, Vertex O Series calculates values only for physical goods. This process captures the currency and amount details across the entire IOSS transaction, resulting in more reliable reporting and journal records.

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Note:

IOSS transaction changes are not supported. The first order creation is the final transaction that Vertex for Shopify uses for the IOSS calculation.

You can add custom metafield definitions to your field mappings to override the flexible fields. When you add these field mappings, Vertex for Shopify assumes you're handling these values, and the integration won't automatically send IOSS transaction details to Vertex O Series.

Add your product metafield definitions

To add your product metafield definitions, follow these steps:

1. In your Shopify admin, select Settings > Metafield and metaobjects.
2. Click Products, and then click Add definition.
3. In the Name field, enter the name of the definition, and then click the name that you entered from the list.
4. In the Namespace and key field, edit the default identifier from custom to vertex.
5. In the Type field, select Integer from the dropdown list.
6. Click Save.

Add your variant metafield definition

To add your variant metafield definition, follow these steps:

1. In your Shopify admin, select Settings > Metafield and metaobjects.
2. Click Variants, and then click Add definition.
3. In the Name field, enter the name of the definition, and then click the name that you entered from the list.
4. In the Namespace and key field, edit the default identifier from custom to vertex.
5. In the Type field, select Choice list (Single line text) from the dropdown list.
6. In the Validation section, enter the three-character currency code (ISO-4217). Add more items as needed.
7. Click Save.

Add your field mappings

To add your field mappings, follow these steps:

1. In your Shopify admin, select Apps > Vertex Tax & Compliance.
2. Click Field Mapping, and then find the Code or Numeric Flexible Fields section.
3. In the Metafield Name column, select the definition from the dropdown list.
4. Repeat these steps for each definition.
5. Click Submit.

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Note:

The Flexible Field ID must match the Flexible Field Number in O Series.