- Click to open the List View drop-down menu, then select the list view you want. Using Classic In the View section, select the list view you want from the drop-down list.
- Use to manage your list views. Using Classic 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 Classic Double-click the field, edit its value, then click Save.
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.
|Pennsylvania State Sales Tax
|Massachusetts State Sales Tax
|Philadelphia City Sales Tax
|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 views 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 org Salesforce organization share the same tax codes.
The Tax Rates related list enables you to create tax rates for each tax code.