# Vertex with Infor LN: sales and use tax and VAT calculation > Source: https://netray.co/stack/vertex-o-series-sales-tax-infor-ln > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: ERP Stack ## Short answer Vertex documents integrations with a range of Infor products (LN, SyteLine, M3, XA, LX, System 21 and more) for calculating sales and use tax and VAT on ERP transactions and supporting returns. Vertex O Series is its indirect tax engine, but its Infor page does not name a specific product per ERP, so confirm which one applies to your LN version. ## Erp Infor LN ## Erp Key infor-ln ## On Prem true ## Product Vertex tax integration for Infor ## Vendor Vertex ## Category Sales tax ## Integration **Method:** Vertex-documented Infor integration **Detail:** Vertex lists Infor among its partners and publishes integrations for several Infor ERPs. For LN, the tax engine is called as transactions are priced and invoiced, returning tax by jurisdiction. Which Vertex product, connector and LN version combination you need is not specified on the partner page, so ask Vertex for your exact stack. **Method:** Tax engine plus returns data **Detail:** Calculation happens at the transaction. The same tax detail is then used for returns and audit support, so the integration should store jurisdiction-level detail, not only a total tax amount. ## Data Flows **From:** Infor LN **To:** Vertex **Data:** Ship-from, ship-to, item tax category, customer exemption, amounts **Trigger:** Sales order pricing or invoicing **From:** Vertex **To:** Infor LN **Data:** Tax by jurisdiction and rate **Trigger:** Response to the calculation request **From:** Infor LN **To:** Vertex **Data:** Posted invoices and credit memos **Trigger:** Invoice posting for reporting and returns **From:** Infor LN **To:** Vertex **Data:** Customer exemption certificate status **Trigger:** Customer or certificate update **From:** Vertex **To:** Tax team **Data:** Returns data and audit detail **Trigger:** Filing period ## Setup ### Confirm the product and LN version **Detail:** Ask Vertex which product and connector apply to your LN release and whether a patch level is required. ### Define taxability by item **Detail:** Map LN item groups or tax codes to Vertex product classes so goods and services are taxed correctly. ### Clean customer and address data **Detail:** Tax depends on accurate ship-to addresses. Fix incomplete or inconsistent addresses first. ### Load exemption certificates **Detail:** Decide where certificates live and how an exempt customer is flagged in LN for the engine. ### Configure the connection **Detail:** Set up credentials, network access and timeouts, and decide what happens if the engine is unreachable. ### Reconcile in test **Detail:** Compare tax on a sample of historical invoices to what the engine returns and explain differences. ### Align with the tax team **Detail:** Agree on the GL accounts for tax and the process for returns before go-live. ## Pitfalls - Wrong item taxability mapping silently under or over collects tax across every invoice. - Ship-to addresses missing zip codes or with wrong states return the wrong jurisdictions. - Customers with exemption certificates that are not updated in the system get taxed in error or exempted without support. - If the engine is unreachable, a fallback to zero tax can pass unnoticed; decide to block or flag instead. - Credit memos and partial returns need the same jurisdiction detail as the original sale. - Multi-country VAT needs separate configuration and registration data, not just the US sales tax settings. ## Ai Layer ### Tax exception review **Description:** A private assistant can scan posted invoices for zero tax on taxable ship-to states or unusual rates and list them for the tax team. ### Exemption support checks **Description:** It can match exempt customers against stored certificates and flag expired or missing ones, for a person to follow up. ### Return preparation questions **Description:** Accountants can ask how much tax was collected in a jurisdiction for a period and see which invoices contribute, from LN data on your own servers. ### Mapping gap drafts **Description:** It can list items with no tax class and draft a mapping proposal for review, never writing it automatically. ## Alternatives - Avalara is the other common engine for Infor ERPs; compare coverage and your tax team's preference. - Native LN tax code configuration can be enough if you sell in a few states with simple rules. - An outsourced tax service may handle both calculation and filing if you lack in-house tax staff. ## Faq ### Which Vertex product do I need for LN? **Answer:** Vertex's Infor page lists Infor integrations without naming a product per ERP, and O Series is its indirect tax engine. Ask Vertex for the connector and version supported for your LN release before budgeting. ### Does this cover VAT as well as US sales tax? **Answer:** Vertex describes calculating sales and use tax and VAT. International VAT needs its own registrations and configuration, so scope each country with your tax advisors instead of assuming US setup carries over. ### Can LN stay on-prem? **Answer:** LN is commonly on-prem, and the tax engine is called over a connection. Whether Vertex is hosted or installed locally affects your network design, so confirm the deployment options. ### What would a private AI layer do? **Answer:** It reads invoices, customers and tax results from LN and the tax engine to find exceptions and answer questions. It does not file or change tax, is read-only by default, and proposes corrections for humans to approve. ## Source https://www.vertexinc.com/partners/infor/integrations ## Search terms vertex o series infor ln tax integration, infor ln sales tax, vertex syteline tax, vertex infor m3, infor ln vat calculation, vertex indirect tax infor --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json