Tax Codes

Clicking the Tax Codes tab displays the Tax Codes home page where you can view a list of tax codes matching specific criteria, and perform actions such as creating tax codes. .
  • Click to open the List View drop-down menu, then select the list view you want. Using ClassicClosed In the View section, select the list view you want from the drop-down list.
  • Use to manage your list views. Using ClassicClosed Use the Create New View and Edit options to manage your list views.
  • From the list, click a record's name to go to its detail.
  • To edit a value, hover over the field until appears, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using ClassicClosed Double-click the field, edit its value, then click Save.
Note:

If you are using Avalara AvaTax to calculate tax on a billing document, a summary tax code must exist in your Salesforce org and be set in the Summary Tax Code field on the FFBC Tax Calculation Settings tab. See Creating a Summary Tax Code.

You cannot set more than one tax rate for a tax code with the same start date.