One of vertex partner which is also a consulting firm has a client who wanted to utilize functionalities of Odoo and Vertex both. So they approached us for the solution as Silent Infotech is the official partner and has years of experience in various third-party software solution, gateways as well as APIs integration.

And as a solution, we have developed a two way synced integrated Odoo module which connects Vertex tax cloud with Odoo open ERP framework although this module can be used anywhere when there is a challenge to maintain the numerous tax customisations and condition records irrespective of industry vertical.

Vertex Tax Cloud

Vertex Cloud Tax is a SaaS solution for the end-to-end tax lifecycle. It provides calculation, returns, exemption certificate management, and reporting in a single solution with an easy-to-use interface.

We can leverage the maximum out of Vertex if we connect it with ERP like Odoo and other to determine taxability and deliver accurate tax calculation on every sales and purchase transaction. 

The system maintains a continually updated database of tax rules and rates for sales and use tax and value-added tax for countries around the world, as well as industry-specific tax content for multi-channel retail taxation. The system also generates signature-ready sales and use tax returns, and provides tools to collect, track, and store exemption certificates. Vertex Cloud provides robust tax performance with fast start-up and reduced IT infrastructure and support needs. Vertex Cloud offers various options to meet various calculation, compliance, and support needs.

Integration with Odoo

 We integrated Odoo opensource ERP with Vertex Tax Cloud to deliver a tax technology solution that enables more accurate and consistent taxation around the world.

To begin with this, first of all, we need to create a new account on TaxCloud (https://taxcloud.com), then you will get API credentials which you will have to set in the Odoo connector module. 

Odoo vertex tax cloud integration module

Benefits

Calculations and Returns in one, seamless platform – Vertex Cloud automates tax calculations and generates signature-ready PDF returns in one solution.

Reduce tax complexity with reliable tax rules and rates, improved calculation and compliance, and exemption management, all with robust analytical and reporting functionalities. 

We offer module in multiple deployment options On-Demand, Cloud, On-Premise. And it handles even the most complex tax obligations with better consistency, speed, efficiency, and accuracy.

Industry-wise benefits

Financials & Supply Management

This module can be coupled with modern financial functionality to track supplies and streamline order processes
And it’s integration with Odoo Financials & Supply Management reduces the time, risk, and effort associated with manual sales tax processes for your business.

Odoo vertex tax cloud integration for finance and supplychain
Odoo vertex tax cloud integration for wholesale and traders

Wholesaling and trading

Odoo is quite capable to handle complex processes of enterprise wholesalers, traders and retailers. Integration of vertex with Odoo provides a more accurate and automated way of handling sales tax that ensures compliance.

Complex manufacturing and ETO/ MTO workflows

We can specifically customize Odoo ERP to fulfil complex products manufacturing, ETO, and MTO processes. And one can stay very compliant with tax integration, built for sales and use tax calculation, automation, and returns.

Odoo vertex tax cloud integration for manufacturer
Odoo vertex tax cloud integration for ecommerce

eCommerce

One can develop an Odoo eCommerce website and ERP solution and integrate to ensure accurate sales tax calculations and returns to keep online merchants compliant as they grow their business.

Service Management

Odoo also offers advanced service-focused functionality and company-wide access to data to empower field technicians. We can integrate it with Odoo to keep businesses compliant with sales tax as they grow and scale.

Odoo vertex tax cloud integration for service management

A problem shared is a problem halved and hence This module is quite important as well as necessary when company is using Odoo ERP and working across multiple jurisdictions, product groups and frequent changes in legislation, there is a challenge to maintain the numerous tax customisations and condition records.

If you have any queries or want free consultation, please contact us.