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How to map items in AvaTax for Salesforce?

Overview

Items need to be associated with AvaTax system codes so the tax is correct when the AvaTax for Salesforce integration is used.

Environment

AvaTax for Salesforce

Resolution

  • Expose the "Tax Code" field on the Product records in Salesforce.
    • Populate that field with the appropriate tax code for each Product record.

 

 

 

 

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