Tax
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Create your own tax rates per region or plug into a third party Tax Provider to let it handle things for you and collect the required tax amounts for each order.
Products may be displayed on your website with a tax inclusive or tax exclusive price. As the customer completes their checkout they will be able see the tax component for their order. Taxes are recorded on each Order Product in Salesforce.
Tax configuration
There are two different approaches to tax configuration depending on the complexity of your requirements. Simple tax can be configured manually using custom-tax-rates, however when dealing with many tax rates for many regions or where tax rates change regularly, subscribing to a supported Tax Provider is recommended.
Product listing
Products can be listed on your website showing tax exclusive prices, or listed including the tax in the price. Depending on the country you operate in and if your website is B2B or B2C, you may be subject to laws that stipulate which way you present product prices to your customers. Setting the rules for how product prices are listed can be set on each Price Book. Overriding the Price Book’s default behaviour for individual products can be done on each products Price Book Entry. If needed, a products price can be individually configured as tax-inclusive, exclusive, exempt, or inherit from the parent price book.
If the price book is set to Inclusive, the Tax Zone field determines what portion of the price is tax, based on the tax rates configured for that zone.
Charging tax at checkout
Regardless of how you list product prices on your website, when a customer has built their shopping cart and proceeds to checkout, we may not yet know what tax rates are to be applied to that order as it often depends on the location the order is being shipped to. StoreConnect calculates the actual tax per item when the customer arrives to the next checkout step after a shipping address has been entered. As we now have the shipping address, StoreConnect has all the information needed to calculate the correct tax amount per item, and it can be displayed on the order summary for the customer to see before making a payment.
Tax on the Salesforce order
When an order is completed and available in Salesforce, the tax component of each order product is shown on the order product itself. When tax is applied to a product, there will also be a related Order Item Tax record per tax rate applied.
A summary of the total tax collected will be shown on the order.
If you make any changes to an order item, like adjusting the quantity, you will need to tell StoreConnect to recalculate the tax for this order. Use the Order Action tool to trigger this. THere is an invocable APEX class you can use if you wish to automate this. The recalculation feature is only available when Custom Tax Rates are configured.
Salesforce order example:
The Order Product Quantity was increased by 1, a new tax amount will need to be calculated to match the change: