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Create Tax Engine Provider and Tax Engine
If you want to use a partner app, your own engine, or calculate standard taxes, create a tax engine provider and a tax engine.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license |
| User Permissions Needed | |
|---|---|
| To create tax engines and tax engine providers: | Tax Admin permission set |
Make sure that you complete the prerequisites before you create a tax engine provider and a tax engine.
- Tax Totals at the Line and Header Levels
Understand how Billing applies line-level and header-level tax amounts during balance calculation.
Create a Tax Engine Provider
Create a tax engine provider to store information about the Apex adapter class that manages communication with the tax engine.
- From the App Launcher, find and select Tax Engine Providers.
- Click New.
- Enter a label and API name for the tax engine provider.
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Select the ID of the Apex adapter that you want the tax engine provider to use.
If you want to calculate standard tax or use your own tax engine, select the custom tax adapter that you configured.
Note Select a unique Apex adapter for each tax engine provider. - If you have extended tax callouts, enter the API name of the custom metadata type you created.
- Save your changes.
Create a Tax Engine
Store an instance of the tax engine provider in Salesforce by using named credentials and the provider's details. The Tax Engine record contains information that's passed to the tax engine.
- From the App Launcher, find and select Tax Engines.
- Click New.
- Enter a name for the tax engine.
- Select the tax engine provider.
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Select the named credential that you created to authenticate the tax engine.
A named credential isn't used when calculating standard tax. However, select the named credential that you configured because this is a required field.
- Enter the seller code of the tax provider.
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Select the status as Active.
You can use only active tax engines to calculate taxes.
- Enter the address of the tax provider.
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To capture taxes at the header level, select Capture Taxes at
Header.
The Capture Taxes at Header checkbox appears only when the Credit and Payment Application Level is Invoice.
- Save your changes.
After you create the Tax Engine record, select the type as Revenue Cloud Tax Extension. If the Type field is empty, Agentforce Revenue Management Tax Extension is considered as the value.
