Tax Integration Setup

Note:

You must have already installed CPQ packages.

To set up tax integration, you must complete the following tasks:

Install the tax integration package and define the class in custom settings
Enable tax calculations
Create Tax Code and Tax Certificate
Set up Tax Calculations
Set up Tax Breakups

Setting up Tax Integration

You can set up tax integration with the Avalara Tax Engine to automate tax calculations in your storefront. This task helps you configure the tax callback class in custom settings so transactions use Avalara for accurate tax computation.

Download and install Avalara Tax Integration with Ecommerce unmanaged package from the repository.
Go to Custom Settings and click Manage for Config Custom Classes.
Click New.
Enter the Name as System Properties.
In Tax Callback Class, enter APTS_APTSTaxCallBack. This class is part of the Avalara Tax Integration with the Ecommerce unmanaged package.
Click Save.

Enabling Tax Calculations

You can enable tax calculations for your storefront to ensure taxes are automatically calculated during checkout. This task helps you activate the feature so all transactions use the configured tax engine.

Go to the Storefronts tab. Choose and click your storefront name to open your storefront record.
Click Edit and set the Enable Tax Calculations flag to True.
Click Save.

In Partner Commerce at the time of Quote creation or Order generation tax needs to be calculated for taxable line items or order line items. You must create a Tax Code and a Tax Certificate record.

Creating Tax Code and Tax Certificate Record

You can set up a tax code and tax certificate record within your system. Follow these steps to create and configure these records, ensuring your products are taxed correctly according to the provided tax codes and certificates. You can define tax codes and certificates to apply to your price list items and account objects, ensuring compliance with tax regulations.

Go to the Tax Code tab and click New.
Enter aName for the tax code.
In Code, enter the tax code provided by Avalara.
Enter a meaningful Description for the tax code.
Click Save. You can define this code in your price list item.
Go to the Tax Certificate tab and click New.
Enter aNumber for the tax certificate.
Enter a meaningful Description for the tax certificate.
Select the Effective Date and Expiration Date for the tax certificate.
Click Save. You can define the newly created tax certificate in your Account object.

By default, not all products are taxable. To make a product taxable, you must set the Taxable flag to True and enter the tax code on the Price List Item.

Setting up Tax Calculation

You can set up tax calculation for individual products by marking them as taxable and assigning a tax code. This task ensures that the correct tax is applied to each line item during checkout.

Go to the Price List Item for the line item you want to calculate the tax for.
Set the Taxable flag to True and enter theTax Code.
Click Save.

Use Case

In Partner Commerce, when you select a product that is taxable and you request a quote, the system calculates the tax and displays it into the cart. The breakup of the tax is defined in Salesforce from the line item level. The percentage of the tax breakup is passed on from Avalara. The mechanism here is that the API picks the account address and passes it to Avalara. Based on the region/address, Avalara passes tax percentage information which is then computed in Salesforce and displayed in the Tax Breakup object. Refer to the image below for the type of tax breakups populated on the Partner Commerce site.

Now when the order is generated, you get order tax breakup for orders and proposal tax break up for proposals. These tax breakups are attached to respective line items.

You must ensure that the Account object has a valid Billing and Shipping Address and the Tax certificate is defined.

From the Product Catalog, select a Product and add it to the cart.
Click Request Quote. The Request Quote page appears.

Tax for the selected product is calculated and displayed.
To view the tax break up, click Estimated Tax.
You can either Place an Order or Request a Quote. If you Request a Quote, you can view the tax summary from My Accounts > Quotes. If you place an order, you can view the tax summary from My Accounts > Orders .

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