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Calculate sales tax

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This article applies to:AvaTax Connector for Salesforce Lightning Order Management

As long as you enable tax calculation and select AvaTax as the tax calculation method in your business application, AvaTax automatically calculates a sales or use tax rate on a variety of transaction types according to the taxability rules of those products (exempt customers aren't charged sales tax).

View sales tax on a transaction

  1. In Salesforce Lightning Order Management, open the transaction.
  2. On the Details tab, go to the Totals section.
    • The tax calculated by AvaTax displays in Tax.
    • Messages from us display in AvaTax Message.

View sales tax on a change order object

  • In Salesforce Lightning Order Management, open the change order object and go to the Details tab. The tax calculated by AvaTax displays in Total Tax.