Vertex is an end-to-end tax software solution that automates tax compliance for businesses of any size and type. The software manages tax operations for your business including tax determination and application, data insights, and much more.
You can integrate your Chargebee site with Vertex to automate tax application for your Chargebee invoices and credit notes. You can sync your invoices and credit notes to Vertex and generate reports.
The Vertex application, and consequently the Chargebee-Vertex integration is currently available only to users in the United States(US). You can contact support and raise a request with us for other countries.
Chargebee is Personal Identifiable Information (PII) compliant and requires the tax providers to be PII compliant as well. Chargebee shares your confidential PII data with Vertex for tax calculation.
The following data is synced between Vertex and Chargebee for tax automation on your Chargebee invoices and credit notes:
Before integrating your Chargebee site with Vertex, ensure that the following prerequisites are verified on respective applications:
Organization Address: The organization address that is configured in your Chargebee site is used as the origin address for tax calculation by Vertex. Ensure that your organization address in Chargebee is added and up-to-date. You can verify and update your organization address on your Chargebee site by navigating to Settings > Configure Chargebee > Business Profile.
Customers' Address for Tax determination:
If you're using Hosted Pages, ensure you set up the following:
Contact the tech lead within your organization or your tech support from Vertex for assistance with retrieving the above details from your Vertex account.
Following are the steps to integrate Vertex account with your Chargebee site:
Once the Vertex app is enabled on your Chargebee site following your request, follow the steps below to connect the applications:
Login to your Chargebee site and click Apps > Go to Marketplace > Vertex.
On the Vertex configuration page, click Get Started if you already have an Vertex account, or click Sign up to create a new account and continue.
Enter your Vertex credentials by specifying the Client ID, Client Secret, Connector URL, and Company Code that you retrieved from Vertex for Chargebee. Click the "I understand Vertex.." checkbox for affirmation and click Authenticate.
Enter or confirm your organization address. Chargebee auto-populates the address that is specified in your settings, you can change this if required or click Proceed.
In Configure Sync Rules, enable the Allow Chargebee to post invoices & credit notes to Vertex toggle to allow Chargebee to sync invoices and credit notes to Vertex.
The Vertex account is successfully connected with your Chargebee site.
You can make changes to the integration preferences at any point of time by clicking Apps > Apps Connected > Vertex > Manage > Manage Preferences.
Note that if invalid company code credentials are provided, taxes will still be applied to an exempt product in invoice. This is because we do not have control over the third-party company code validation and hence authentication will not fail at the integration page.
Vertex uses a Product Code and Product Class to determine the tax rate for each product. Taxable, nontaxable, and partially taxable products are automatically differentiated using these product codes and classes.
After configuring Vertex for your Chargebee site, the Vertex Product Code and Product Class fields are displayed for Plans, Addons, and Charges Price Points. You can add the corresponding codes.
If you'd like a particular customer to be exempted from tax, you can configure the exemption while creating the customer in Chargebee by:
The Chargebee-Vertex integration validates the taxable address for all new customers who subscribe with your service after enabling Vertex. For customers who have signed up before enabling Vertex, Chargebee will cancel their subscriptions during renewal if tax cannot be determined. Subscriptions on the verge of cancellation can be determined using the Validate Existing Addresses feature that allows you to view and fix invalid addresses.
Under Validate Existing Addresses, select your taxable region - United States from the drop-down, and click Run Check.
During the first check that is run after the integration is configured, all the existing subscriptions' taxable addresses gets validated. Subsequent address validations will check only the addresses that are added after prior validation and not all the addresses. You can look for any possible address errors and have them fixed.
Note that validating addresses is not a full address validation but a taxability check.
This is a crucial step of this integration. Unless you execute this step, Vertex will not be used for automatic tax calculation in Chargebee. After connecting the Vertex account with your Chargebee site, click Go to Taxes on the Vertex app page.
Alternatively, you can click Settings > Configure Chargebee > Taxes.
Go to the taxable region - United States and select Vertex as your preferred mode of tax calculation.
To unlink the Vertex integration from your Chargebee site, follow these steps: