Meet regional compliance regulations by using tax identifiers and other tax details on the billing account. Send this information automatically to tax engines when using our tax interface to support tax compliance.
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 identification details for your account, you need the Billing Admin or the Billing Operations User permission set.
How: Update the Billing Account fields such as tax identification number and tax exemption number. Define dynamic picklist values for tax exemption status and delivery terms to map them correctly to your external tax adapter. During tax calculation, Billing gets tax information from the billing account’s default billing profile.