Manual Salesforce Tax Solution

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Here are the high-level steps to set up the manual Salesforce tax solution:

• Show tabs for the manual Salesforce tax solution.
• Create geo countries.
• Create geo states.
• Assign tax policies to products.
• Configure tax rates and treatments.
• Set the default tax treatment.
• (Optional) Make taxing and promotion adjustments.

If you're a Japanese customer, then see Salesforce Commerce Tax API to support Japanese Consumption Tax (JCT) in your B2B store.

• About the Manual Salesforce Tax Solution
  The manual Salesforce tax solution is a built-in service that calculates taxes for B2B stores that use gross taxation—taxes are included in the product price. The manual Salesforce tax solution supports tax percentage calculations at the country, state, and province level. The manual solution is appropriate if you have a simple gross tax situation. In any case, consult with a tax expert when setting up taxes for your store.
• Show Tabs for Manual Salesforce Tax Solution
  If you’re using a Salesforce org provisioned with B2B Commerce before the Winter ’23 release, make the tax-related entities visible for your B2B store.
• Create Geo Countries for the Manual Salesforce Tax Solution
  When you configure the manual Salesforce tax solution for a B2B store, you assign a geo country to a tax rate to specify which country the tax rate applies to. Create a geo country for every country where you want to specify a tax rate. The geo country is the country to which a product is shipped, not from where the order was placed.
• Create Geo States for the Manual Salesforce Tax Solution
  When you configure the manual Salesforce tax solution for a B2B store, you assign a geo state to a tax rate to specify which state or province the tax rate applies to. Create a geo state for each state and province that you want to specify a tax rate for. The geo state is the state or province to which a product is shipped, not from where the order was placed.
• Create a Tax Engine
  A tax engine calculates tax rates for cart items based on specified geographic and regulatory rules. Set up a tax engine if you're using simple gross tax. When you configure the manual Salesforce tax solution in B2B Commerce, set up a tax engine record using your tax provider's name, mailing address, seller code, Apex adapter name, and credentials.
• Create a Tax Policy
  A tax policy determines how taxes are calculated and applied to products during checkout. When you configure the manual Salesforce tax solution in your B2B store, create a tax policy for each product type, so that the correct taxes can be applied when buyers check out their cart. A tax policy must be associated with a tax treatment.
• Create a Tax Treatment
  A tax treatment defines how taxes are calculated for a specific item through the product's tax code. When you configure the manual Salesforce tax solution in B2B Commerce, create a tax treatment.
• Assign a Tax Policy with the Manual Salesforce Tax Solution
  When you set up the manual Salesforce tax solution, assign a tax policy to your B2B store.
• Configure Tax Rates
  When you configure the manual Salesforce tax solution for B2B Commerce, you configure tax rates and tax treatments. A tax rate specifies the percentage at which a product is taxed and the country, state, or province where that rate applies. A tax treatment maps the tax rate to products. A tax policy includes all the tax treatments for your store’s products.
• Taxing and Promotion Adjustments with the Manual Salesforce Tax Solution
  Items that are part of a promotion or tier adjustment in a B2B store configured with the manual Salesforce tax solution are taxed after the promotion amount is subtracted from the product price. The tax is calculated on the adjusted amount.