Taxes in a B2B store often consider exempt certificates, VAT, regional jurisdictions, and real time rate changes. To handle this complex tax calculation and ensure compliance and accuracy, you can use a provider-extension model.
A tax calculator is the service that performs the math behind calculating taxes in your store. Salesforce provides a standard tax provider for basic needs, but you can also integrate with third-party tax calculators (such as Avalara or Vertex) to handle complex global tax compliance.
A tax service extension is an Apex code that connects your B2B store to the tax calculator. It maps the data from the user's cart (such as shipping address and product SKUs) to the format the tax engine requires and brings the result back into the Salesforce Checkout flow.
- Add a Tax Calculation Service for Custom Checkout
A tax calculation service determines how much your customers pay in taxes based on their location. You can set up the Salesforce Tax Solution or use a third-party tax calculation service for your B2B store. - 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.