Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Manage Your Quotes with CPQ
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Tax Exemption on Your Account

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce CPQ

            Set Up Tax Exemption on Your Account

            Create a tax exemption certificate in Salesforce CPQ and associate it with your account. When your account has an active tax exemption certificate, Salesforce CPQ changes the account’s Tax-Exempt field from No to Yes. ISV tax providers can use this field as a flag to determine whether they want to apply tax to the account’s transactions. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’18 and later

            You must add the Tax Exemption Certificates related list to the account page layout.

            • Salesforce Billing doesn’t currently use the tax exempt field. We’ll let you know when it does.
            • ISV tax providers determine whether to evaluate Salesforce CPQ’s tax exemption certificates when applying tax. To confirm how they work with this feature, contact your tax provider of choice.
            1. Go to your account’s Tax Exemption Certificates related list and click New Tax Exemption Certificate.
            2. Provide a name, tax certificate details, and company information for your certificate.
            3. Select the Active field.
            4. Select the Default field.
              You can only select the Default field if the certificate is active, and you can only have one default certificate at a time on your account.
            5. Click Save.
              Salesforce CPQ creates the tax exemption certificate for your account. If the certificate is active and default, Salesforce CPQ also changes your account’s Tax-Exempt field from No to Yes.
            • You can create multiple tax exemption certificates on a single account.
            • Your account’s Tax-Exempt field has a value of Yes as long as the account contains at least one tax certificate that is default and active. When this is no longer the case, Salesforce CPQ changes tax-exempt to No.
             
            Loading
            Salesforce Help | Article