Considerations for the Standard Tax Engine

Before you start working with the Standard Tax Engine, review important considerations. (Salesforce Billing Managed Package)

Available in: All Salesforce Billing Editions

Tax rates frequently change based on industry changes. Admins must manually update tax rate records in Salesforce Billing to reflect these changes.
When setting up addresses on your tax rate, populate all the relevant fields for the specific level of address detail that you need. For example, if tax rates are applied at the zip code level, you most also populate the city, state, and country fields. If you apply tax at the state level, you need to populate only the state and country fields.
All tax rates require a tax code, which Salesforce Billing uses to identify which tax rate is used for a given tax calculation. Salesforce Billing administrators maintain tax codes, which can be any unique indentifier.
A tax treatment and the tax rate it references must have matching tax codes.
Salesforce Billing applies a tax treatment to an order product if both records have matching legal entities. If these records don’t have matching legal entities, or if one of the legal entities is null, Salesforce Billing doesn’t calculate tax for that order product.

Did this article solve your issue?

Let us know so we can improve!

Product Area