Getting Started with O Series Cloud Online Commerce

Everything you need to start integrating right away.

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

For more information, see Getting Started with the O Series Cloud API.

Supported features

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

FeatureDescription
Customer Location DeterminationCustomer 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 DeterminationLiability 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 CapabilitiesThe 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 IQIntegrated 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 your business and regulatory requirements.
Integrated Vertex ValidatorIntegrated 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 Additional Features.

Supported platforms

Here's a list of supported products and services:

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 doesn't support child items.
  • The service doesn't support both physical and digital goods in the same transaction.
  • Each refund must include a negative amount and reference the original transaction. The originalTransactionId value must match the transactionId from the initial INVOICE message.
  • Each shipping charge must be specified as a separate line item.
  • Certain features—such as pre-assist, post-assist, and transaction tester—don't apply to specific capabilities, including Liability Determination and Integrated Vertex Validator.