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Tax Calculation Results
Salesforce Billing updates several fields following tax calculation, depending on the active stage of the billing process. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
Order and invoice creation can occur at different times depending on requirements and billing process. Tax information on these records includes the actual calculation result and other relevant information, such as attributes driving the calculation and the status of the calculation process. This table provides a comprehensive list of fields that Salesforce Billing populates during and following tax calculation.
| Object | Field | Description |
|---|---|---|
| Order Product | Estimated Tax | The calculated tax estimate for the order product |
| Order Product | Tax Rule | Lookup to the tax rule that was applied on the product |
| Order Product | Tax Treatment | Lookup to the tax treatment associated to the tax rule and legal entity matching your order product |
| Order Product | Tax Calculation Status | Shows the status of your tax calculation. Values include:
|
| Order Product | Tax Error Message | Shows a description of why your tax calculation status has a value of Error |
| Order Product | Tax Code | Shows the tax code that Salesforce Billing applied to the Order Product. The source of this field varies between the product and tax treatment records, depending on the tax engine. |
| Order | Estimated Tax | The total tax estimate for all taxable order products associated to the order |
| Invoice Line | Tax Street 1 | The street address used in tax calculation |
| Invoice Line | Tax City | The city used in tax calculation |
| Invoice Line | Tax State | The state used in tax calculation |
| Invoice Line | Tax Postal Code | The postal code used in tax calculation |
| Invoice Line | Tax Country | The country used in tax calculation |
| Invoice Line | Tax Percentage Applied | The tax percentage that Salesforce Billing applies to your invoice line |
| Invoice Line | Tax Status | Shows the status of your tax calculation. Values are the same as the Tax Calculation field on the order product. |
| Invoice Line | Tax Error Message | Shows a description of why your tax calculation status has a value of Error |
| Invoice Line | Tax | The final calculated tax for the invoice line |
| Invoice Line | Total Tax | The sum of all taxes applied across this invoice’s invoice lines |
| Invoice Line | Tax Status | Shows the status of your tax calculation. Values are the same as the Tax Calculation field on the order product. |
| Invoice Line | Tax Error Message | Shows a description of why your tax calculation status has a value of Error |
To change the address driving tax calculation, use the Address Override fields on your order product.
