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            Configure an External Tax Integration

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            Configure an External Tax Integration

            Create a tax configuration to handle communication between Salesforce Billing and an external tax-calculation service. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing 8.0 and later

            Salesforce Billing doesn’t own support for external tax calculation services or their Salesforce packages. This topic describes only the steps needed to create the basic Salesforce Billing objects that support an integration with an external tax processing service. Most tax service packages also install package-specific fields and custom settings in Salesforce Billing. Configure these fields and settings based on your tax service provider’s documentation.

            1. Create a tax integration.
              1. Add the name of your tax calculation service provider as a value of the Tax Engine field, and then select this value.
              2. Set the name of your tax integration to the name of your tax calculation service provider.
              3. Check the Active field.
            2. Create a tax rule, check its Active field, and then set the Taxable (Yes/No) field to Yes.
            3. On your tax rule, create a tax treatment.
              1. In the Tax Integration field, enter the tax integration that you created in Step 1.
              2. If you need to, add a tax GL rule and tax legal entity.

            Install your tax service provider’s integration package, and then configure the package and Salesforce Billing further based on the tax service provider’s documentation.

            Important
            Important After you create and use a tax integration, tax rule, or tax treatment, setting them to inactive doesn’t prevent their use when creating an order and draft invoice. In that case, the invoice is created with a tax error and doesn’t allow posting until the tax error is resolved. You can change the tax code on the tax treatment, which is effective for future orders and invoices.
             
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