Guidelines for the Standard Tax Engine

When you’re working with the Salesforce Billing standard tax engine, consider key guidelines. (Salesforce Billing Managed Package)

Available in: All Salesforce Billing Editions

We strongly recommend using the standard tax engine only for simple taxation use cases. For complex tax calculation requirements, configure the standard tax engine to integrate with third-party platform.
Salesforce Billing doesn’t support customizations made to standard tax engine behavior. If you have to make customizations, consider working with a third-party vendor.
To override the address used for order product-level taxation, use the order product address fields that end in (Override).
When Salesforce Billing creates an invoice line, the invoice line inherits its parent order product’s legal entity and tax. Further changes to the order product’s legal entity and tax don’t carry over to the invoice line.
In multicurrency orgs, Salesforce Billing calculates order product and invoice line tax independently of the tax rate’s currency. For example, a 10% GBP tax rate would apply 10% tax to both a USD invoice line and a GBP invoice line. Therefore, a tax rate doesn’t require the same currency as its target order product or invoice line.
Salesforce Billing triggers must be active while you load tax rates from an outside source.

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