Salesforce Billing calculates tax at the line level on both the order product and
invoice Line objects. Each order product’s tax amount sums to the Billed Tax field on the parent
order, and each invoice line’s tax amount sums to the Tax field on the parent
invoice. (Salesforce Billing Managed Package)
Required Editions
Available in: All Salesforce Billing Editions
To calculate tax on a line, Salesforce Billing uses that line’s address, tax rule, the tax
code on the product, tax treatment, and the tax exemption status of both the account and the
product. Different tax codes have different tax statuses, depending on where the product is
being consumed or delivered. Tax-exempt lines have a $0 tax value.
The Standard Tax Engine determines tax calculations or any exemptions along with tax rules
and tax treatments and rounding of tax amounts.
Note Tax status on the invoice can update to Completed before the tax status on all invoice
lines is completed.
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