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Guidelines for Credit Note Tax
Salesforce Billing calls your external tax engine to calculate tax for your credit note lines. You can also estimate tax before applying it to the credit note lines. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Winter ’18 and later |
By default, Salesforce Billing does not calculate tax for a credit note line when you save it. This standard is useful if you plan on entering a tax amount on your own or you don’t want to call a tax engine. To manage credit note line tax, you can click Apply Tax, Estimate Tax, or Cancel Tax on your credit note record.
- Effective Tax Date
- Provide a date for Salesforce Billing to apply tax to this credit note line. Salesforce Billing sends this date to your tax engine during tax calculation. This is a mandatory field.
- Calculate Tax?
- When you estimate or apply tax on your credit note, Salesforce Billing calculates tax for each credit note line with an effective tax date and active Calculate Tax? field. If you don’t want to calculate tax for any of your credit note lines, leave their Calculate Tax? fields unselected.
- Tax Address fields
- You can enter values for the street, city, state, country, and postal code of the address you want associated with tax calculation.
You can estimate or apply tax on a draft credit note. When you estimate or apply tax, Salesforce Billing undergoes the following steps.
- Salesforce Billing checks each credit note line for a tax address. If the credit note line does not contain a tax address, it uses the parent credit note’s address. If the parent credit note does not contain an address, Salesforce Billing does not calculate tax for the line. The tax address on your credit note or credit note line needs only one address field to apply tax.
- Salesforce Billing evaluates each credit note line where the Calculate Tax? field is selected. It then evaluates whether each of these lines has an effective tax date. If one of these lines does not have an effective tax date, Salesforce Billing stops tax calculation and updates the credit note with a tax error message.
- Salesforce Billing evaluates whether each credit note line has a tax rule, and a tax treatment with a tax code. If not, Salesforce Billing cancels tax calculation and updates your credit note with a tax error message.
- For each credit note line, Salesforce Billing passes all tax fields to each of your tax engines. This process lets you calculate tax using more than one tax integration.
- Salesforce receives tax data from your tax engines.
- If you estimated tax, Salesforce Billing provides a value for the Tax field and updates the Total Amount (With Tax) field for each of your credit note lines. If you click estimate tax again, Salesforce Billing performs the same series of actions and overrides your current tax fields with the new values.
- If you applied tax, Salesforce Billing provides a value for the Tax field and updates the Total Amount (With Tax) field for each of your credit note lines. If your credit note is a draft, Salesforce Billing also posts it.
Note Salesforce Billing doesn’t currently support the Cancel Tax button. We’ll let you
know if that changes.
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