---
schema_version: "1"
id: 565dc103000795669f5676190ca035557d66c657139f79ebdeef22d1762c25f5
title: Set Up
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_tax_setup_prerequisites.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_tax_setup_prerequisites.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b9098402b6ed4dad978cd420e22f8af8bcbcc652e116d98d402801c1b0be64bc
description: Create tax policies and treatments before you configure a tax engine. You can also capture taxes at the invoice header.
products:
  - Revenue Cloud
release: "264"
---
# Set Up

Create tax policies and treatments before you configure a tax engine. You can also capture taxes at the invoice header.

### 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>

- **[Capture Taxes at Header Level](https://help.salesforce.com/s/articleView?id=ind.billing_setup_header_tax_enable.htm&release=264.0.0&type=5)**  
    Use a single consolidated tax amount at the invoice header level for invoices and credit memos.
- **[Create Tax Policies and Treatments](https://help.salesforce.com/s/articleView?id=ind.billing_tax_policies_and_treatments_create.htm&release=264.0.0&type=5)**  
    Create tax policies and their treatments to define the tax calculation for your invoices.