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            Set Up a Standard Tax Integration

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            Set Up a Standard Tax Integration

            Create a basic tax integration for Salesforce’s internal tax engine. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            1. Configure package-level Standard Tax Engine settings.
              1. From Setup, enter Installed Packages, and then click Installed Packages.
              2. Find the Salesforce Billing package and click Configure.
              3. Select the General tab.
              4. Provide a value for the Tax Calculation is based on? field.
            2. Create a standard tax integration record.
              1. From the tax integration object, click New.
              2. Give your tax integration a name. We recommend something simple and descriptive, like “Standard Tax Integration.”
              3. Select Active.
              4. For the Tax Engine field, choose Standard.
            3. Create a tax rule.
              1. From the tax rule object, click New.
              2. Select Active.
              3. For the Taxable (Yes/No) field, choose Yes.
            4. Create a tax treatment on your tax rule.
              1. For the Tax Integration field, provide a lookup to the tax integration you made in Step 2.
              2. Select Active.
              3. Provide a tax GL rule and tax legal entity if needed.
              4. Make sure the tax treatment’s legal entity matches the legal entity on the order products that you want the tax rule to target.
            5. Assign your tax rule to the products where you want Salesforce Billing to calculate tax using the standard tax engine.
              Remember, Salesforce Billing applies the rule’s tax treatment only if the product and the tax treatment have matching legal entities.

            If you want to use the tax address override fields on your order product, make sure that you populate all of them. Salesforce Billing doesn’t calculate standard tax for order products where only some of the tax address override fields have values.

            You can have one tax treatment per legal entity on each tax rule. To implement different tax codes, create a different tax rule for each tax code. Use a flow on the order product to update the tax rule. Salesforce Billing selects the correct tax treatment to match the legal entity.

            See Also

             
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