Manual Salesforce Tax Solution for Custom Checkout

Which Salesforce Commerce Product Do I Have?

• What Is the Manual Salesforce Tax Solution?
  The manual Salesforce tax solution is a built-in service that calculates taxes for B2B stores that use gross taxation—taxes are included in the product price. The manual Salesforce tax solution supports tax percentage calculations at the country, state, and province level. For most situations, we recommend that you use managed checkout, which uses Salesforce Tax by default. The manual solution is appropriate if you have a simple gross tax situation. In any case, consult with a tax expert when setting up taxes for your store.
• Show Tabs for Manual Salesforce Tax Solution
  If you’re using a Salesforce org provisioned with B2B Commerce before the Winter ’23 release, make the tax-related entities visible for your B2B store.
• Create Geo Countries for the Manual Salesforce Tax Solution
  When you configure the manual Salesforce tax solution for a B2B store, you assign a geo country to a tax rate to specify which country the tax rate applies to. Create a geo country for every country where you want to specify a tax rate. The geo country is the country to which a product is shipped, not from where the order was placed.
• Create Geo States for the Manual Salesforce Tax Solution
  When you configure the manual Salesforce tax solution for a B2B store, you assign a geo state to a tax rate to specify which state or province the tax rate applies to. Create a geo state for each state and province that you want to specify a tax rate for. The geo state is the state or province to which a product is shipped, not from where the order was placed.
• Assign a Tax Policy with the Manual Salesforce Tax Solution
  When you set up the Manual Salesforce Tax Solution, which is available only with custom checkout, you must assign a tax policy to a B2B store.
• 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.
• Set the Default Tax Treatment with the Manual Salesforce Tax Solution
  If a customer purchases a product in a B2B store that isn’t included in a tax treatment, the product is taxed at the rate specified by the store’s default tax treatment.
• Taxing and Promotion Adjustments with the Manual Salesforce Tax Solution
  Items that are part of a promotion or tier adjustment in a B2B store configured with the manual Salesforce tax solution are taxed after the promotion amount is subtracted from the product price. The tax is calculated on the adjusted amount.