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Set Up Tax and Revenue

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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.

Required Editions

View supported product editions.
User Permissions Needed
To configure Tax and Revenue settings: Customize Application AND ConfigurePubSecTaxRevenue
Note
Note If Tax and Revenue Settings aren't available, contact Salesforce to turn on the Tax and Revenue org permissions.
Important
Important The admin user's profile must include the CustomizeApplication permission. A Salesforce admin profile includes it by default. A standard user profile doesn't. The standard user can't turn on the org preference even if the permission set is assigned.

Use a dedicated data space for tax data to isolate it from other Data 360 workloads. You can use the available default data space or create one. For more information, see About Data Spaces.

Create a Data Space for Tax Data

Create a dedicated Data 360 data space for tax data and grant permission set access to it.

  1. From Setup, im the Quick Find box, enter Data Spaces, and then select Data Spaces.
  2. Click New and then create a data space for your tax data.
  3. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  4. Select the permission set that needs access to the data space.
  5. Click Data Cloud Data Space Management, click Edit, select the tax data space, and then click Save.

Turn On Tax and Revenue and Select the Data Space

Turn on Tax and Revenue Management and select the Data 360 data space you created for tax and revenue.

  1. From Setup, in the Quick Find box, enter Tax and Revenue, and then select Tax and Revenue Settings.
  2. Turn on Tax and Revenue Management.
  3. From the Data 360 Data Space dropdown menu, select the data space where your tax data is stored.
    The data space that you select here is used for all downstream configuration, including identity resolution, DMO tagging, and data governance policies.
  4. Click Save.

Enable Person Accounts

Create a business account record type for Account, and then turn on person accounts.

For more information, see Enable Person Accounts.

  1. From Setup, go to Object Manager, and then select Account.
  2. Click Record Types, and then click New.
  3. For Record Type Label, enter Business Account.
  4. Leave the Existing Record Type as Master.
  5. Select Active.
  6. Make the record type available to your standard profiles, and then click Next.
  7. Select a page layout, such as Account Layout, and then click Save.
  8. From Setup, in the Quick Find box, enter Person Accounts, and then select Person Accounts.
    The prerequisite checklist shows green for record types after you create the business account record type.
  9. Complete the acknowledgment, and then click Enable.

Set Field-Level Security for Identification Number

Set field-level security for the Identification Number field on the Identity Document object so that the field is visible on Identity Document records.

  1. From Setup, go to Object Manager, and then select Identity Document.
  2. Set field-level security for the Identification Number field so that the appropriate profiles can view the field.
    1. Under Fields & Relationships, select Identification Number.
    2. Click Set Field-Level Security.
    3. Check Visible for each field you want to give access to.
 
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