Reply To: Tax Connector Vertex/Tax Exemptions


    June 2, 2023 at 11:03 am

    Hi Raheel – Typically the way that it works is all customers are assigned a default “Vertex AR” sales tax group. This essentially acts as an enablement indicator telling D365 to call to Vertex to calculate tax for any of the customer’s orders. In the Vertex dashboard separate from D365 there is a customer exemption page which allows you to tell the system which customers are exempt and where. You can manage this either by customer ID or by customer group. If a customer exemption is setup, D365 and Vertex will exempt the tax automatically during the calculation.

    The benefit of this approach is that Vertex then tracks all the necessary information for customer exemptions so that you know you are compliant in case of an audit including the certificates themselves, expirations, and or specific exemption rules.

    If you need further information or if this approach does not work for you, I can help explore other alternative processes.

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