Add efficiency to tax reporting by adding flexibility to your existing tax strategy. Prevent rounding discrepancies that can occur on transactions with thousands of tax lines. Capture overall tax totals in the transaction header while preserving detailed calculations at the line level.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Advanced or Revenue Cloud Billing license.
Who: To configure tax capture at the header level, you need the Billing Admin permission set.
How: In Setup, find and select Billing Settings. To capture taxes at the header level, select Invoice from the Credit and Payment Application Level picklist. This automatically enables the Capture Tax at Header option on the Tax Engine records.