Tax Provider

The Tax Provider is used to configure the charging of sales tax on Orders. You can set a fixed rate or use a third-party tax rate table, and can configure a different tax rate for different regions. To use third-party tax rate tables, you must subscribe to the appropriate service. If you are using a third-party tax service directly, you configure a dedicated Provider that is specific to that service. For information on these, contact the Salesforce Order Management Support team. Order Management is integrated with Avalera, Vertex, and CyberSource tax providers.

Shipping Tax Declaration

Select one of the following options:

Tax Nexus

The Tax Nexus is used to define the tax rate by country, state or region. For each region that you want to define, do the following:

  1. Select a Country and (optionally) region using the corresponding drop-down lists.
  2. Select User Defined or Rate Tables using the Method drop-down list.
    • If you selected Rate Tables:
      • Click Add to add the selection to the Tax Nexus list or Click Add All to add all regions of the selected country to the list.
    • If you selected User Defined:
      • Enter a rate in the Tax Rate % field.
      • Check the Tax Shipping box to charge sales tax on shipping charges, or leave it unchecked to not charge tax on shipping charges.
      • Click Add to add the selection to the Tax Nexus list.
    • As each method is added, a list appears with the Country, Region. Method, Tax Rate, Tax Shipping. Fields are populated as appropriate. Click the Trash can icon (???) next to the line in the table if you want to delete a method.
  3. To add additional setting information, select Freeform Terms & Description from the drop-down and then click Add Individual Setting. Here you can enter any terms or information in the free-form text field.
  4. Click Update to save the settings. Or click Cancel to Closes the page without saving the changes or click Clear Configuration to clear all settings.

The following table describes the fields and buttons to configure the charging of sales tax on orders.

Fields and Buttons Description
Profile drop-down

A drop-down list of custom profiles where you can assign a profile to the Object (Company, Catalog, or Site) for Shipping Provider. See Configuring Providers.

Country drop-down

A drop-down list of countries.

Note: Address format is based on country-specific rules for the included fields and their order of presentation. See Localization.

For example, United States

Region (optional) drop-down

A list of regions specific to the country selected. See Localization for details on Global Address Formats. For example, if the country is United States, then the Region drop-down lists the U.S. states. Most countries don't show the Regions drop-down list.

Method drop-down

A drop-down list of Rate methods. Options include:

  • User Defined - For states that use a single sales tax rate, a User Defined rate can be added to apply statewide.
  • Rate Tables - Rate tables are supplied by third party vendors such as Tax Data Systems.

User Defined method - Tax Rate %

If the User Defined method is selected, this field appears. Enter the tax rate as a percentage.

User Defined method - Tax Shipping checkbox

If the User Defined method is selected, this field appears. Check the Tax Shipping checkbox to charge sales tax on shipping charges, or leave it unchecked to not charge tax on shipping charges.

Add Individual Setting drop-down

A drop-down list for the Freeform Text & Description setting. The setting appears in a list with the Label and Data fields. The Data field is a free-form text field.

Click the Trash can icon (???) if you want to delete this setting.

Click the Help icon (???) to show a popup with information on this field.