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Manage Your Billing Processes with Salesforce Billing
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            Configure Salesforce Billing for Tax Calculation

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            Configure Salesforce Billing for Tax Calculation

            To ensure tax calculation, Salesforce Billing requires values for several key fields. If you’re hitting errors when calculating tax, make sure that these fields are populated correctly. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            Object Field Description
            Product Tax Rule Lookup field to a tax rule. The tax rule defines whether the product is taxable. It also usually holds one or more tax treatments that define the specific tax treatment of products based on legal entity.
            Tax Treatment Legal Entity A legal entity creates a relationship between the tax rule and the order product and invoice line based on matching legal entities. For example, you could assign several products to look up to a tax rule that applies tax. That tax rule contains several treatments that process tax differently based on business region. Salesforce Billing applies the tax treatment to one of your products (in the group considered by the tax rule) only if the treatment and product have matching legal entities.
            Product or Tax Treatment (dependent on tax engine) Tax Code Tax codes are unique identifiers that determine how Salesforce Billing taxes a product.
            Product Taxable Determines whether a product is taxable for third-party tax engines. If unselected, Salesforce Billing considers the product tax-exempt.
            Tax Rule Taxable (Yes/No) Determines whether products assigned to this tax rule are taxable.
            Order Product or Invoice Line Legal Entity By default, a legal entity doesn’t automatically populate on the order product or invoice line unless your organization uses custom automation. If this field isn’t populated, the order product doesn’t look up to a tax treatment, so taxes don’t calculate.
            Important
            Important You can also customize the tax calculation address. Update the address settings in the Salesforce Billing package settings.
             
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