Loading
Salesforce B2B Commerce
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
            Configure Tax Rates and Treatments with the Manual Salesforce Tax Solution

            You are here:

            1. Salesforce Help
            2. Docs
            3. B2B Commerce

            Configure Tax Rates and Treatments with the Manual Salesforce Tax Solution

            When you configure the manual Salesforce tax solution for a B2B store, you configure tax rates and tax treatments. A tax rate specifies the percentage at which a product is taxed and the country, state, or province where that rate applies. A tax treatment maps the tax rate to products. A tax policy includes all the tax treatments for your store’s products.

            Required Editions

            1. From the App Launcher, search for and select Tax Rates.
            2. Click New.
            3. Configure the tax rate fields and save your changes.
              1. Enter a tax code.
                You use the tax code to map products to the tax rate. You can use a tax code supplied by a country, state, or province or create your own.
              2. Enter the geo country or geo state where the rate applies.
              3. Enter a percentage for the rate.
              4. Enter a priority.

                The priority number determines which tax rate applies first. The lower the number, the higher the priority. If a tax code has both a country and state tax rate associated with it, the priority determines the order in which the tax is calculated. If two tax rates have the same priority, they’re added together and applied to the product price. If you don’t enter a priority number, the tax rate is evaluated last.

            4. From the App Launcher, select Tax Treatments.
            5. Click New.
            6. Configure the tax treatment fields and save your changes.
              1. Enter a name for the tax treatment and an optional description.
              2. Set the status to Active.
              3. Enter the treatment’s product code.
              4. If you have Revenue Cloud Subscription Management and Commerce permissions enabled, select Yes for taxable.

                If you have only Commerce permissions, you don’t see this field.

              5. Enter the tax code for the tax rates for this treatment.
              6. Set the tax policy to the policy assigned to your store.

            Repeat these steps to create tax rates and treatments for all products included in the store’s tax policy. Assign a default tax treatment to the store.

             
            Loading
            Salesforce Help | Article