---
schema_version: "1"
id: 8f0aa2dea0bc5c89601b5dd5dc37f7a20d399298b891b1407c839eb0f320c5bc
title: TaxPolicy
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_taxpolicy.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_taxpolicy.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 31c46392427453157939c25b9b91755d3d7c2abca4b96097714e03a398b8ab54
description: A tax policy contains a group of tax treatments, where each treatment represents parameters to determine how a particular product is taxed for a transaction line item. Tax policies are related to products, which pass the policy on to the resulting order items. When you activate an order, Subscription Management assigns a tax treatment to each order item based on the tax policy's DefaultTaxTreatmentId, then uses the tax treatment to calculate tax. This object is available in API version 55.0 and later.
---
# TaxPolicy

A tax policy contains a group of tax treatments, where each treatment represents parameters to determine how a particular product is taxed for a transaction line item. Tax policies are related to products, which pass the policy on to the resulting order items. When you activate an order, Subscription Management assigns a tax treatment to each order item based on the tax policy's DefaultTaxTreatmentId, then uses the tax treatment to calculate tax. This object is available in API version 55.0 and later.

Each tax policy requires at least one tax treatment. We recommend determining the taxation needs for each of your products and creating policies and treatments for each product accordingly. You can then assign your tax policies to the relevant products on your own or through automation.

## Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

## Special Access Rules

This object is available with Subscription Management and Billing (Revenue Cloud).

For information about this object that's available with Billing (Revenue Cloud), including its special access rules, see the [Revenue Cloud Developer Guide](https://developer.salesforce.com/docs/atlas.en-us.264.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_taxpolicy.htm "HTML (New Window)").

## Fields

| Field | Details |
| --- | --- |
| DefaultTaxTreatmentId | 
Type

reference

Properties

Create, Filter, Group, Nillable, Sort, Update

Description

When you order a product, the order product receives this tax treatment.

This field is a relationship field.

Relationship Name

DefaultTaxTreatment

Relationship Type

Lookup

Refers To

TaxTreatment



 |
| Description | 

Type

textarea

Properties

Create, Filter, Nillable, Sort, Update

Description

Optional user-defined description for providing more information about the tax policy.



 |
| LastReferencedDate | 

Type

dateTime

Properties

Filter, Nillable, Sort

Description

The timestamp when the current user last accessed this record, a record related to this record, or a list view.



 |
| LastViewedDate | 

Type

dateTime

Properties

Filter, Nillable, Sort

Description

The timestamp when the current user last viewed this record or list view. If this value is null, the user might have only accessed this record or list view (LastReferencedDate) but not viewed it.



 |
| Name | 

Type

string

Properties

Create, Filter, Group, idLookup, Sort, Update

Description

Optional user-defined name for the tax policy.



 |
| Status | 

Type

picklist

Properties

Create, Filter, Group, Restricted picklist, Sort, Update

Description

To calculate tax for order products, products must have an active tax policy. Tax policies are created with a Draft status before being assigned to a product or order product. After activating a tax policy, you can't edit certain policy fields.

Possible values are:

- Active
- Draft
- Inactive





 |
| TreatmentSelection | 

Type

picklist

Properties

Create, Filter, Group, Restricted picklist, Sort, Update

Description

Defines how Subscription Management chooses a tax treatment to assign to order products related to this tax policy. In API version 55.0, only Default is supported.

Possible values are:

- Default—The order product receives the tax treatment defined in the tax policy's DefaultTreatmentId field.
- LegalEntity—Assigns a tax treatment based on matching legal entities between the order product and tax treatment.
- Manual—Order products don't receive tax treatments based on the tax policy; users must provide the treatment on their own instead.





 |