Tax Codes

Notes: Notes Notepad
If you are using Avalara AvaTax to calculate tax on a billing document, a summary tax code must exist on your Salesforce Org and the Summary Tax Code custom field in the ERP Billing Document Settings custom setting. See Creating a Summary Tax Code.
You cannot set more than one tax rate for a tax code with the same start date.

Related Concepts

Setting Up Tax

What is Company Tax Information?

Related Tasks

Setting Up Tax Calculation Using FinancialForce

Setting up Tax Calculation Using Avalara AvaTax

Creating a Tax Code

Creating Company Tax Information

Reference

Tax Code Fields

Company Tax Information Fields

Account Fields

Product Fields

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