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Select Salesforce Tax Solution and Set Up a Tax Provider

Use the Salesforce tax solution to automatically calculate tax rates, by mapping a third-party tax calculation service, such as Stripe, to your B2B store checkout.

Required Editions

View supported editions.

Which Salesforce Commerce Product Do I Have?

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Note

Salesforce recommends that you use Commerce extensions for pricing, inventory, shipping, taxes, and other services because they offer more targeted customizations for your B2B store. These extensions are available for more Commerce domains. See Get Started With Salesforce Commerce Extensions.

The Cart Calculate API is enabled by default for LWR stores (OptionsCartCalculateEnabled is set to true). When this setting is enabled, you can configure extension providers for tax calculation, but you can’t configure integrations for tax calculation.

To calculate taxes, the Salesforce tax solution uses Stripe as the tax provider. Before you proceed, create a Merchant account in the Payments app. See Set Up a Merchant Account and Payment Method Set. After you set up the Salesforce tax solution, your tax rates are automatically calculated for an order based on shopper and seller location, product type that’s sold, and any reverse tax on a transaction.

For a B2B store, you can also use the manual Salesforce tax solution. To set up tax rates manually, see Select Manual Salesforce Tax Solution and Assign a Tax Policy to a Commerce Store.

If you want to integrate a third-party service, we recommend that you use an AppExchange package. If you prefer implementing a service without using AppExchange, see reference examples in GitHub.

To implement an integration, see the B2B Commerce Developer Guide.

To set up the Salesforce tax solution with Stripe:

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Note This procedure assumes that you're using custom checkout and that the Cart Calculate API is enabled for your store.
  1. In the navigation sidebar, select a store from the Store dropdown.
  2. Select Settings | Checkout, and go to the Taxes tab.
  3. Click Salesforce Tax Solution as the store's provider.
  4. Click Select Merchant Account, select the merchant account, and save your changes.
  5. Click Select Default Tax Category, and select a default tax category for your store.

    If you've selected a tax category and want to modify the account, click Modify Default Tax Category.

    Your store's tax category associates your products with the correct tax rates. The Tax Policy ID field is populated based on the default tax category that you selected.

    Optionally, you can override the store's default tax policy for products by setting the tax policy and tax treatment for that particular product. See Assign a Tax Policy to a Product.

  6. Click Configure Tax Registrations and configure Stripe as the tax provider. See Set up Stripe Tax.
    Make sure that you complete your Stripe configuration before moving to the next step.
  7. Save your changes.
  8. If you’re managing orders with Salesforce Order Management, you can generate tax reports from the Stripe dashboard.
    1. From Setup, in the Quick Find box, enter, and select Flows.
    2. Clone and activate the Create Tax Transaction and Record Tax Reversal flows. You can also clone and customize the flows to suit your business.
      Note
      Note The Create Tax Transaction and Record Tax Reversal flows are available if Enable Order Events is enabled in the Order Settings page.
  9. If the automated business logic encounters an issue that interrupts normal processing, a process exception occurs. Identify the cause and resolve these exceptions. See Process Exceptions.
    If you see an error message at any point, make sure that you've followed all the steps outlined in this topic.

See Also