Setting up Tax

Depending on how you set up your org, tax is calculated as follows:

  • Automatically using Avalara AvaTax, Certinia, or a company's default tax engine when billing documents are created from contracts, if you enable the Billing Central Automation Feature Console feature. For more information, see Setting up Dynamic Tax Calculation.
  • Using Certinia when users click Calculate Tax on the billing document, where they can add up to three tax codes. For more information, see Setting up Tax Calculation Using Certinia.
  • Using Avalara AvaTax when users click Calculate Tax or Calculate Tax with Avalara on the billing document, where tax is calculated using the summary tax code. The summary code is defined in the Billing Central Task Launcher in Lightning Experience or on the BC Tax Calculation Settings tab in Salesforce Classic. For more information, see Setting up Tax Calculation Using Avalara AvaTax.
  • Manually, where your users can add up to three tax codes for each billing document line item.

Preventing Untaxed Billing Documents from being Completed

You can prevent untaxed billing documents from being completed. To do this, enable the Prevent Completing Untaxed Billing Docs field in the Billing Central Settings custom setting. Then when a user completes a billing document, an error message is displayed if the document's Tax Calculated field is not selected.

By default the Prevent Completing Untaxed Billing Docs field is not enabled, meaning that untaxed billing documents can be completed.