Setting up Tax Calculation Using Certinia

To calculate tax on billing documents using Certinia, the following must be set up:

1. Tax codes and tax rates. For more information, see Creating a Tax Code.
2. Company tax information. For more information, see Creating Company Tax Information and Company Fields.
3. Account tax information. For more information, see Account Fields.
4. Product tax information. For more information, see Product Fields.

You can set up Billing Central to calculate tax automatically using Certinia. For more information, see Setting up the Automation of Billing Central Processes.

When you calculate tax on a billing document with Certinia, any existing tax codes on billing document lines are removed and replaced with up to three tax codes, for example for state, county, and city taxes.

For information about how Certinia determines which tax codes to use, see  How Certinia selects Tax Codes.