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Add a Tax Calculation Service for Custom Checkout
A tax calculation service determines how much your customers pay in taxes based on their location. You can set up the Salesforce Tax Solution or use a third-party tax calculation service for your B2B store.
Required Editions
| View supported editions. |
Which Salesforce Commerce Product Do I Have?
In Winter ‘24, we introduced Commerce extensions for pricing, inventory, shipping, taxes, and other services. While the checkout integrations framework is still supported, we recommend extensions over integrations because they offer more targeted customizations for your B2B store. Plus, they’re available for more Commerce domains. See Get Started With Salesforce Commerce Extensions.
Also, starting in Spring ‘24, the Cart Calculate API is enabled by default for LWR stores
(OptionsCartCalculateEnabled is set to true). When this setting is
enabled, you can configure extension providers for tax calculation, but you can’t
configure integrations for tax calculation.
If you want to integrate a third-party service, we recommend using an AppExchange package. If you prefer implementing a service without using AppExchange, see reference examples in GitHub.
- Extension Provider Examples
- Reference Implementations for B2B Commerce
- Reference Implementations for D2C Commerce
To implement an integration, see the B2B Commerce Developer Guide.
This procedure assumes you’re using custom checkout.
- In the navigation sidebar, select a store from the Store dropdown.
-
Select Settings | Checkout, and go to the Taxes tab.
The next steps depend on whether the Cart Calculate API is enabled.
- If the Cart Calculate API is enabled, click Select Provider to select a custom provider. Follow the steps in Select Salesforce Tax Solution and Set Up a Tax Provider.
-
If the Cart Calculate API is disabled, select an integration. Click Link
Integration, and then select the service that you want to use.
- If your store tax type is gross, you can use the Salesforce tax service. To use the Salesforce service, select Standard Tax, Salesforce Service. Follow the steps in Assign a Tax Policy with the Manual Salesforce Tax Solution.
- To use a third-party service, download the associated managed package from AppExchange. See Extend Your Org with AppExchange Packages. Check AppExchange listings carefully. A package can support only D2C stores, only B2B stores, or both types of stores.
