Creating a Summary Tax Code

To use Avalara AvaTax to calculate tax for billing documents in FinancialForce Billing Central, you must create a tax code that represents the summarized tax on a billing document line and give it a tax rate starting from the earliest date for which you want to generate billing documents. We recommend that you set this tax rate to zero. Avalara AvaTax calculates the actual tax rate and tax value for each billing document line. See Tax Codes.

You must enter this code on the FFBC Tax Calculation Settings tab. See Avalara AvaTax Tax Calculation Settings.

Notes:

Notes

Depending on the setting chosen on your Salesforce OrgSalesforce organization, when you associate a billing document line item with a tax code, you cannot delete that tax code. See Allow Deletion of Tax Code in Use.

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