Tax and Revenue Management

Note Tax and Revenue Management for Agentforce Public Sector is an add-on to Agentforuce Public Sector. Your org also requires Data 360, Agentforce, and Experience Cloud. Contact your Salesforce account executive for license details.

Tax and Revenue Management for Agentforce Public Sector brings together three components that work as a system to modernize taxpayer services.

Taxpayer 360 Data Model

A set of Data 360 data model objects (DMOs) that represent every entity in the tax lifecycle, including tax types, accounts, filings, payments, assessments, and supporting documents. Ingest tax data from your systems into these DMOs to build a unified, query-ready taxpayer profile. For more developer reference and setup, see Tax and Revenue Data Model Reference in the Agentforce Public Sector Data Model Gallery and Tax and Revenue Management in the Agentforce Public Sector Developer Guide.

Self-Service Taxpayer Portal

An Experience Cloud site built on the Public Sector Tax and Revenue Portal template. Authenticated taxpayers log in and review their own filing history, account balances, payments, refund status, and an AI-generated summary of their tax profile. The portal queries Data 360 and enforces row-level identity isolation so each taxpayer sees only their own records.

• Assign Tax and Revenue Permissions to Internal Users
  Assign the correct permission set group and permission sets to your internal admin users.
• Set Up Tax and Revenue
  Turn on the Tax and Revenue org preference, use the default data space or create one for tax data. Then select that data space in Tax and Revenue Settings. Enable person accounts and set up security for taxpayer identification.
• Configure Taxpayer Portal Access to Tax Data
  Tag the Tax and Revenue data model objects for portal visibility. Then create a data governance policy so that authenticated taxpayers can read their own data in the portal.
• Create the Taxpayer Portal Site
  Create an Experience Cloud site by using the Public Sector Tax and Revenue Portal template.
• Assign Permissions to Taxpayer Portal Users
  Assign the permission set license and permission sets that taxpayer community users need to access the taxpayer portal.
• Customize the Taxpayer Portal
  Use Experience Builder to customize your taxpayer portal site. Change tab labels, reorder and rename fields and columns, update branding, set the currency format, customize error and empty states, and customize the AI Summary prompt.
• Taxpayer Portal Data Providers and Expressions
  Reference for the TaxpayerProfile and TaxpayerActivity data providers and related platform expressions. Data providers and expressions supply the live taxpayer data to Tax Center components in the Taxpayer portal.