---
schema_version: "1"
id: 3131d38fd99a7a9603bdd2bf0857739484670ca0f52566fb648658418624efcf
title: Capture Taxes at Header Level
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_setup_header_tax_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_setup_header_tax_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3515c270a730be01404bd718694aa53689fc8199c780a82bdbab5bd2d65d1c06
description: Use a single consolidated tax amount at the invoice header level for invoices and credit memos.
products:
  - Revenue Cloud
release: "264"
---
# Capture Taxes at Header Level

Use a single consolidated tax amount at the invoice header level for invoices and credit memos.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d102485e74">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d102485e74 ">To enable capture taxes at header:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d102485e74 ">Billing Admin permission set</td>

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1. From Setup, in the Quick Find box, enter Billing, and then select **Billing Settings**.
2. To capture taxes at the header level of the invoices, select **Header Level** as the **Credit, Payment, and Refund Application Level**.

The **Capture Taxes At Header** checkbox appears on a tax engine only when this setting is **Header Level**. Tax admins can select that option when they configure the tax engines. See [Create a Tax Engine](https://help.salesforce.com/s/articleView?id=ind.billing_tax_engine_create.htm&release=264.0.0&type=5 "Create a tax engine record that Billing uses to calculate tax. Set the type to Revenue Standard Tax Engine. When you extend the Revenue Standard Tax Engine, associate a custom metadata type and a decision table."), [Create a Tax Engine Provider and Tax Engine](https://help.salesforce.com/s/articleView?id=ind.billing_tax_engine_and_engine_providers_create.htm&release=264.0.0&type=5 "If you use a partner app or your own engine, create a tax engine provider and a tax engine."), and [Tax Totals at the Line and Header Levels](https://help.salesforce.com/s/articleView?id=ind.billing_tax_summary_difference.htm&release=264.0.0&type=5 "Understand how Billing applies line-level and header-level tax amounts during balance calculation.").