--- schema_version: "1" id: b3b917b98ade043a67e802a426a2cc1e5a55b6430e6c37f816024d0cff89c3d7 title: Tax Rates Feed & Setup collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_adv_config_data_feeds_specs_tax_rates.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_data_feeds_specs_tax_rates.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e459e90da0c7fc6c826d0b858f0dcf205072e84bb961879f2369b9575b93781a description: Point of Sale has the capability of calculating taxes via its tax engine. This tax engine relies on a tax feed that provides information about various taxes and rates that are applicable to products in different locations. If required, the tax engine can also compute the value-added tax (VAT) components out of a product price that already has VAT built into it for print and reporting purposes. products: - Commerce release: "264" --- # Tax Rates Feed & Setup Point of Sale has the capability of calculating taxes via its tax engine. This tax engine relies on a tax feed that provides information about various taxes and rates that are applicable to products in different locations. If required, the tax engine can also compute the value-added tax (VAT) components out of a product price that already has VAT built into it for print and reporting purposes. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_important.png) Important As of 2025, support for the Native Tax Engine has been discontinued. Originally designed as a back-up tax solution and not a primary tax engine, the Native Tax Engine is no longer supported with technical updates or maintenance for any new or existing customers. To ensure uninterrupted business operations, all customers still using the Native Tax Engine must migrate to an alternative solution immediately. - Pre-built Integrations: Point of Sale includes native connectors to seamlessly support [Avalara](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_avalara.htm&release=264.0.0&type=5 "Automate tax calculations and tax filing by using Avalara in Point of Sale.") , [OneSource (Sabrix)](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_onesource.htm&release=264.0.0&type=5 "Facilitate tax calculations during sale transactions with OneSource (Sabrox) tax engine. Ensure that the OneSource engine handles all necessary tax computations. The process operates as follows: a real-time request is sent to OneSource with the cart details, and the corresponding VAT information is retrieved. For transactions occurring in offline mode, the necessary data is stored to enable offline processing."), and [Vertex](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_vertex.htm&release=264.0.0&type=5 "Integrate Point of Sale with the Vertex tax engine to facilitate tax calculations during sale transactions. Confirm that the Vertex engine handles all necessary tax computations."). - Custom Solutions: For any other third-party tax provider, an [SPI](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_tax_spi.htm&language=en_US) is available to facilitate your integration. ## Feed Set Up Follow these steps to set up the tax rate feed. ### Set Up Value-Added tax (VAT) VAT rates are required only if the merchant requires the tax engine to calculate, print, and/or report VAT breakup. VAT country also means that product prices already have VAT components built into the product prices which are fed into Point of Sale via the product feed. #### To enable VAT: 1. In CMS, go to **Store Management** | **Store Settings** | **Tax**. 2. Enable the flag, Is VAT enabled for this merchant (valueAddedTaxEnabled). #### To display VAT details on receipts: 1. In CMS, go to **App** | **{your app config}** | **Modules** | **POS**. 2. Under Receipt, click the pencil icon next to Receipt Configuration. 3. Enable the flag, Show VAT breakdown. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png) Note For app builds 9.4.1 or above, the VAT total (calculated as part of the subtotal) will be included for VAT-specific regions in the Cart Summary on the POS app. ### Tax Rate Feed The tax rate file can be uploaded manually or can be scheduled to get uploaded. All files should be saved in a UTF-8 (not to be confused with UTF-8 with BOM) format, or else you receive an error during upload. - One time manual upload - Go to **Feeds** | **Manual Upload** | **Stores** | **Tax Rates**. - Scheduled upload - Go to **Feeds** | **Scheduled Upload**. - Click the + sign and select Tax Rates. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png) Note To change the VAT rate (e.g., 10% to 8%), a new feed file needs to be uploaded. ## Tax Feed Specification The tax feed drives the tax computation logic of the native tax engine. The engine computes the taxes based on tax class, tax type, and zip code. ### Format The feed formats are CSV (comma-separated) and SV (tab-separated). ### Types Full Feed Import - This is a complete tax feed with all tax rates and all mandatory columns. ### Source Types The feed source types are file transfer protocol (FTP) and secure file transfer protocol (SFTP). ### Frequency The frequency is configurable. ### Content
CMS Field Display Name Mandatory Data Type Description Example Data
country_code Yes String The two-letter country code. US, CA, etc...
tax_rate Yes Number This will be the tax rate for chosen TaxType. Specify any number value for tax rate without any special character or without % value in it. 9.5
tax_type Yes String This is the type of tax. Only one of the following keywords is allowed: "STATE", "COUNTY", "CITY", "DISTRICT", or "CLASS".

CLASS/CITY/DISTRICT/COUNTY/STATE

Important: The tax_type of "CLASS" on any product category will lead the tax engine to give precedence to this tax and the engine will ignore any other tax type i.e., STATE, CITY, etc. for products that belong to this particular product category (tax_class).
tax_class Yes String This represents a category of products to which this particular tax will be applicable. A merchant might have products that belong to different tax buckets/categories (e.g., Generic, Food, All, Misc, Alcohol, Tour, etc.)

PS00000

Important: The tax class must be present in the product feed. In the field mappings, create a mapping that maps the tax class field onto a Point of Sale product field. Finally, configure the Product Field to read the tax class server setting so that it matches the Point of Sale product field name in the product Field Mappings.
city No String The city where the taxes are applicable. This is required and applicable only if the chosen keyword for TaxType is "CITY". Boston
county No String The county where the taxes are applicable. This is required and applicable only if the chosen keyword for TaxType is "COUNTY". Suffolk
district No String The district where the taxes are applicable. This is required and applicable only if the chosen keyword for TaxType is "DISTRICT". Dorchester
corporate_tax_id No String The merchant identifier with tax authorities. If present, will be used and printed on receipts along with tax_name and tax_rate (e.g., GST - 1234309343 - 5% (tax_name - corporate_tax_id - tax_rate%)) 1234309343
external_tax_id No String The alternate tax name/identifier for the external system. Point of Sale does not use this field for any logic. This field is used to pass to the merchant's system for reference purposes. 1234
language No String The language of the tax feed.
postal_code No String The postal code where the taxes are applicable. It is used for tax rate lookup. 94022
state No String The state code where the taxes are applicable. This is required and applicable only if the chosen keyword for TaxType is "STATE".

CA, CO, ANY, Empty String, etc...

Important: The state of the store addresses in the store feed should match the state codes in the tax file for taxes to be calculated. If it is a VAT country or state that is not used in-store addresses and state is not used for tax purposes then this field in the feed can be empty or with the value 'ANY'.
tax_description No String The description of the tax feed.
tax_name No String The name of the tax. This is the tax name that will be displayed on-screen and also printed on the receipt. It should be unique for every tier tax breakup. District Sale Tax
tier_tax_grouping_rule No This is required for tier tax and used to calculate the taxable amount. It can have either of the values: PRODUCT or TAX_CLASS.

- PRODUCT: The grouping to calculate taxable amounts is done based on the product. The cap and threshold will be applied separately to each product and always with a single quantity. For example, if the tier is for 0 to 100 with a rate of 0% then the product of price $60 having quantity 2 will not be taxed.

- TAX_CLASS: The grouping to calculate taxable amounts is done based on the TAX_CLASS. For example, if the tier is for 0 to 100 with a rate of 0% then the product of price $60 having quantity 2 will be taxed either for $20 or the whole amount i.e., $120 based on tier tax special rule.
tier_tax_special_rule No String This is required for tier tax. It can have either of the values: NONE (default) or TAX_ALL.

- NONE (default): The default rule where taxes are applied on the excess amount. For example, Tier: $175 and above => 10%, Amount: $200. Applying the tiered taxes using the special rule as below: 0% tax on the first $175. 10% tax on the remaining $25.

- TAX_ALL: Apply tier taxes where taxes are applied on the full amount. For example, Tier: $175 and above => 10%, Amount: $200. Applying the tiered taxes using logic as below: 10% tax on the full amount i.e., $200.
jurisdiction No String

The jurisdiction type(s) to which taxes are applied (e.g., Federal, Provincial).

Note: Values under this field will not be recorded on receipts or TLogs.

Federal, Provincial
registration_number No String

Registration number

Note: Values under this field will not be recorded on receipts or TLogs.

848232190293R00T008
cap No, but required for offline tier taxes Number Maximum amount that is subject to the specified tax rate. Any amount above this value isn't taxed at this rate. This field is required when uploading offline tier tax rates to the tax rate feed. It can't be manually mapped in the field mapping form but will be automatically mapped if the column is present and correctly named in the CSV file. 75.00
threshold No, but required for offline tier taxes Number Minimum amount that is subject to the specified tax rate. Any amount below this value isn't taxed at this rate. This field is required when uploading offline tier tax rates to the tax rate feed. It can't be manually mapped in the field mapping form but will be automatically mapped if the column is present and correctly named in the CSV file. 0
### Known Issues & Restrictions - Refer attached PSTaxFeedSample.csv as an example. Country-specific tax rates can be separated into different files. They are clubbed together in one file for representative purposes. - In the initial file upload, the required Target Fields (denoted by an asterisk) must be mapped so they can be available as columns. However, they don’t need to have values and just need to line up with the schema. - If using the tax engine along with a tax feed file, it is mandatory to have a product feed field that has taxClass. This needs to be mapped to a customfield in field mappings and this field then has to be configured. 1. In the CMS go to **Store Management** | **Store Settings** | **Checkout** | **Tax**. 2. Expand the file to show Product Field to read tax class. ![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_example.png) Example Fxample feed: [PSTaxFeedSample.csv](https://resources.docs.salesforce.com/rel1/doc/en-us/static/misc/PSTaxFeedSample.csv)