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Getting Started

  • Product Overview
    • Vertex Advantage and Vertex Advantage Plus
    • Taxamo Assure by Vertex
    • Introductory Concepts
    • Supported Countries and Regions
    • Single Sign On (SSO) with Okta
  • Release Notes
    • Release Notes for 2022

Direct API Integrations

  • API Overview
    • Retrieving Access Tokens
    • Example Direct API Integration
  • Transaction Modeling
    • Mandatory and Required Fields
    • Transactions
    • Transaction Keys
    • Tax Inclusive and Exclusive Pricing
    • Subscriptions
    • Mapping Company IDs to Customer Codes
    • Invoice IQ Integration
    • B2B Transaction Processing
    • Important Fields
    • Dictionaries
    • Error Message Guide
  • US Sales Overview
    • Tax Calculation
    • Address Validation
    • Tax Categories
    • Exemption Certification

Vertex Invoice IQ

  • Vertex Invoice IQ
    • Integrated Invoice IQ Deployments
    • Standalone Invoice IQ Deployments
    • Invoice Settings
    • Email Settings
    • Invoice Templates
    • Invoice Security
    • Invoices for Subscriptions

Vertex Validator

  • Vertex Validator
    • Integrated Vertex Validator
    • Standalone Vertex Validator
    • Validation Type per Country
    • Validating Multiple Tax IDs for Canada
    • Configuring CAPTCHA Validation
    • VAT Status Cache
    • Redacted Responses

Dashboard

  • Overview
    • Bulk Transaction Uploads
  • Settings
    • User Roles
    • Enabling Multi-Factor Authentication
  • Tax reports
    • Detailed settlement report fields
  • Troubleshooting Guide
    • Cannot Find Invoices
    • eGUI Number Pool for Taiwan is too small
    • VAT Number is Invalid
    • Cannot find Vertex Advantage Plus Documents
    • Cannot find Taiwan eGUI Documents

Non-API InTegrations

  • Checkout Form Overview
    • Configuring Stripe as a Payment Provider
    • Configuring PayPal as a Payment Provider
    • Integrating the Checkout form with your Webstore
    • One-time Sales
    • Subscriptions
    • Customization
    • JavaScript API
    • Subscriptions for Stripe
  • Webhooks Overview
    • Vertex Webhooks
    • Vertex Webhooks Example
    • Stripe Webhooks
  • Drop-In UI Overview
    • Components
    • Data Attributes
    • JavaScript API
    • Events

API Reference Guide

  • Requests
    • Calculate tax
    • Validate VAT number
    • Confirm transaction
    • Un-confirm transaction
    • Retrieve full transaction
    • Store transaction
    • Browse transactions
    • Retrieve transaction
    • Cancel transaction
    • Cancel refund by subnumber
    • Create a refund
    • Get transaction refunds
    • Cancel refund
    • Get refund details
    • Get event data
  • Fields
    • Transaction Schema
    • Vertex Validator Schema
    • Address Schema
    • Countries Schema (For Location Evidence)
    • Location Evidence Schema
    • Additional Interactions Schema
    • Additional Currency Schema
    • Refunds Schema
    • US Tax ID Schema
    • US Tax Exemption Certificate Schema
  • Dictionaries
    • Product Types
    • Countries
    • Currencies

Dictionaries

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You can use dictionaries to view the settings for an entity. The following dictionaries are available:

  • Product Types
  • Countries
  • Currencies

Updated 2 months ago