Exemption Certification

Certificates facilitate exemptions that may change the applicable tax for transactions in the United States of America (USA).

This integration works with Vertex Exemption Certificate Management to facilitate these exemptions. It is not compatible with Vertex Certificate Center.

Customer Codes

You can use the customer_id field to specify the customer code that is generated by the Exemption Certificate Widget (ECW) in Vertex Exemption Certificate Management (ECM). See Manage buyer and customer codes for EC Wizard for Certificate Center in Vertex Community. This requires a user for the community and the appropriate licenses.

This field is used to determine if any certificates should be applied to the transaction.

API Integration

You can use the customer_id field to pass your Customer Code (that is associated with an exemption certificate) to Vertex Cloud Indirect Tax, triggering the exemption.

To integrate these components with the service, you need to add the customer_id field to your requests. This value is mapped to the exemption certificate record in Vertex Cloud Indirect Tax. You can use this field with the Store transaction request.

The following is an example of a Store Transaction request:

      "transaction": {
          "transaction_lines": [
                  "customer-id": "my_certificate"
                  "custom_id": "line1",
                  "amount": 100
          "buyer_ip": "",
          "currency_code": "EUR",
          "billing_country_code": "BE",
          "buyer_credit_card_prefix": "424242424"
      "private_token": "priv_***********"
  }' \