Vertex & Cashier Integration

Overview

Within Vertex, you are able to set up tax rates to be used within the Bold Cashier checkout when your customers finalize their orders. This integration currently supports specified tax rates and customer exemptions.

Currently, Vertex is unable to support remittance payments. This is due to the type of payment, and it's inability to report back to Vertex. This means that tax filings may not be properly calculated when this event occurs.

 Caution

This integration also requires that your store be on a Shopify Plus plan in order to do product-specific taxes through Vertex. Please visit Shopify Plus for more information on the plans offered through this platform.

To integrate Vertex and Bold Cashier, please follow these steps:

Connecting to Vertex

To complete this integration, you will need the following credentials found within Vertex:

Trusted ID: Settings > View All Connectors

Vertex Calculation API URL: Go to Settings

Optional Settings:

Company Code: My Enterprise > Taxpayers

Divisions Code (also known as Child): My Enterprise > Taxpayers

Department Code (also known as Grandchild): My Enterprise > Taxpayers



Set up

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Payments, then Tax Settings.
  4. Near the bottom of the page, find the Vertex option.
  5. Select Connect.
  6. Enter your Trusted id, and Vertex calculation API URL.
  7. Select Optional Settings and enter your credentials
  8. Select Save.


Once saved, the next section will indicate that your account has been connected. From here, you can proceed with the ability to Create a Custom Zone. Please be sure to select Vertex as your tax provider within this area.

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