Tax Codes

The Tax Codes object is a core component of Foundations. Other Certinia applications use this object and add fields, buttons and functionality to it.

Each tax code normally contains one or more tax rates. Certinia applications can use tax codes and tax rates to calculate tax on documents. You can create tax rates to start on different dates. You can create historic tax rates and future tax rates for any tax code.

You must create a separate tax code for each different type of tax you want to record. The tax codes you need to set up will depend on your country's legislation and how you and your customers are registered for tax purposes. Tax codes are defined at Salesforce org level.

Example Tax Codes
PA-State Pennsylvania State Sales Tax
MA-State Massachusetts State Sales Tax
Philadelphia-PA-City Philadelphia City Sales Tax
Boston-MA-City Boston City Sales Tax

The Tax Codes tab displays a home page that lets you quickly create and locate your tax codes. You can also sort and filter your tax codes using standard and custom list viewsClosed Give you instant access to specific sets of data. In addition to using existing views, you can create custom list views for the items most relevant to you.. In addition, this tab lets you view and edit detailed information on each tax code.

All companies in a Salesforce orgClosed Salesforce organization share the same tax codes.


If your Salesforce org is set up to calculate tax with Avalara AvaTax, you only need to create one tax code. Tax values calculated by Avalara replace tax values calculated internally by Foundations. For more information, see

Tax Rates

The Tax Rates related list enables you to create tax rates for each tax code.

Example Tax Rates

Start Date


05/20/2011 5.000%
10/01/2010 4.500%
01/31/2010 4.750%