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Vertex Advantage Tax Connector app v1

The Vertex Advantage Tax Connector app integrates with the Vertex Advantage tax solution, enabling seamless tax calculations and compliance through the Zuora platform.

Note:

This app connects to Vertex Advantage tax solution.

Prerequisites

Install the app

Follow the instructions in Install an App to install the app. Specific to the Tax app:

  • Run mode - Select the tax vendor you want to use.

  • Tax - Select the desired credentials to the selected tax vendor. If no desired credential can be found, click New to create the credentials for the new Tax instance.

    • Username and Password - The credentials for your tax vendor account.

    • Security Token - Enter the Taxamo-Private-Token for your taxamo account.

      • This is found in your Taxamo environment: from the left navigation menu go to Settings > API Access > View API Tokens > Reveal Private Token . See Taxamo Docs for more information.

    • URL - The endpoint for tax calculation requests for Taxamo is https://services.taxamo.com.

Note:

Zuora's tax integration is built on Taxamo's v2 RESTful API. Other versions, such as v1 or v3, are not supported. For more information, refer to the Taxamo V2 API Reference.