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Manage Your Billing Processes with Salesforce Billing
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            Configuring Default Tax Addresses

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            Configuring Default Tax Addresses

            Salesforce Billing lets you define a default tax calculation address in the package settings. By default, all your org’s tax calculations reference this setting. You can also define tax address override values on individual order product records. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions

            The Salesforce Billing package settings General tab contains the Tax calculation is based on? field, which lets you pick from several types of addresses. Make sure you select an address here before calculating tax, regardless of your tax engine. If you don’t select an address, your org’s tax calculations will return unexpected rates.

            Default Tax Calculation Address Types
            Field Value Description
            Order: Account Billing Address Billing address on the account record defined by your order’s Account field.
            Order: Account Shipping Address Shipping address on the account record defined by your order’s Account field.
            Order: Bill To Contact Mailing address on the contact record defined by your order’s Bill to Contact field.
            Order: Ship To Contact Mailing address on the contact record defined by your order’s Ship to Contact field.
            Billing Account: Billing Address Billing address on the account record defined by your order product’s Billing Account field.
            Billing Account: Shipping Address Shipping address on the account record defined by your order product’s Billing Account field.
            Billing Account: Bill To Contact Mailing address on the contact record defined by your billing account’s Bill to Contact field.
            Note
            Note If you choose a billing account field and your order product doesn’t have a billing account, Salesforce Billing uses your order’s account instead.

            Order products also contain several fields for overriding all or part of the default tax address. We recommend using these fields if any of your products have different tax addresses than your org’s default tax address.

            Order Product Override Fields
            Field Label API
            Tax Street 1 (Override) TaxStreet__c
            Tax Street 2 (Override) TaxStreet2__c
            Tax City (Override) TaxCity__c
            Tax State (Override) TaxState__c
            Tax County (Override) TaxCounty__c
            Tax Postal Code (Override) TaxZipCode__c
            Tax Country (Override) TaxCountry__c
            Important
            Important Salesforce Billing requires a package-level default tax address, even if all of your order products use address override fields.
            Example
            Example Global Containers uses Salesforce CPQ and Salesforce Billing. Within their business model, one contact always relates to several orders, each of which have different billing and shipping addresses. Instead of spending a lot of time remaking contact records to account for the different billing and shipping addresses, Global Containers can use tax override fields on each order.
             
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