Loading
Salesforce now sends email only from verified domains. Read More
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
            Assign a Tax Policy to a Product

            You are here:

            1. Salesforce Help
            2. Docs
            3. B2B Commerce

            Assign a Tax Policy to a Product

            After you select the default tax policy for your B2B store, the tax policy and tax treatment for your products are updated. To override the default tax policy for individual products, assign a new tax policy to each of the products. You can manually assign tax policies to products only if your store is using Stripe or an extension provider.

            Required Editions

            Set up Taxes in Your Commerce Store

            To assign a tax policy to a product, first create the Tax Engine record and the related Tax Policy and Tax Treatment records. This task is optional. If you've already set up taxes for your B2B store, you can skip this step.

            1. Create a Tax Engine record.
              You will need your tax provider's name, mailing address, seller code, Apex adapter name, and credentials.
              1. In App Launcher, search for and select Tax Engines.
              2. Click New.
              3. Enter your tax provider information.
                If the Tax Provider Account Identifier field is marked as required, enter

                N/A for this field. This field isn't required to create a Tax Engine record, even if it is set to mandatory in the Object Manager.

              4. Set the status to Active.
              5. For Type, select the option that matches your store's tax provider.
                If you're using Stripe as your tax provider, select Stripe Native. If you're using a tax extension, select Commerce Tax Extension.
              6. Save your changes.
            2. Create a Tax Policy record.
              1. In App Launcher, search for and select Tax Policies.
              2. Click New and name the tax policy.
              3. Set the status to Draft.
                Don't set the status to active until after you've added a default tax treatment record in the next step. You can't edit the policy record if it's active.
              4. For Treatment Selection, select Legal Entity.
              5. Leave Default Tax Treatment blank.
              6. Save your changes.
            3. Create a Default Tax Treatment record.
              1. In App Launcher, search for and select Tax Treatments.
              2. Click New and include Default Tax Treatment in the name.
              3. Choose the legal entity that matches your store name.
                The legal entity is created after you create a store. If you don't see a legal entity name for your store, contact Salesforce Customer Support.
              4. Set the Tax Engine and Tax Policy fields to the records that you created.
              5. For Tax Code, enter the value obtained from your provider.
              6. For Status, select Active.
              7. Save your changes.
            4. Assign the Tax Policy to your store and set up a tax provider.
              Whichever solution you use, gross tax calculation doesn't support subscriptions.

              If your store uses Stripe, see Select Salesforce Tax Solution and Set Up a Tax Provider.

              If your store uses a third-party provider, see Add a Tax Calculation Service for a Commerce Store.

            Assign a Tax Policy to Individual Products

            The default tax policy for the store is assigned to the products in the store. However, you can override the default tax policy by manually assigning a tax policy to individual products.

            1. In the App Launcher, search for and select Commerce.
            2. In the navigation sidebar, select a store from the Store dropdown.
            3. Select Merchandising | Products
            4. Click the product you want to assign a tax policy to.
            5. Edit the product and select a tax policy.
            6. Save your changes.

            The tax policy is updated for the product. To view the tax treatment associated with the tax policy, click the tax policy and view its details.

             
            Loading
            Salesforce Help | Article