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Avalara Help Center

Is there a way for SalesForce to break out the types of tax?

Overview

I would like to in Salesforce for Avatax see the breakout of types of tax rather than the total on my orders and quotes etc.

Environment

SalesForce

Resolution

  • The answer is yes this is possible to see, if it is exposed.
  • Your SalesForce admin should be able to find the field in the Detail of each iteration you're concerned with (orders, quotes, invoices etc) and expose the Sales Tax Details field.
  • Once this is exposed you'll see the rate percentage and the name of the jurisdiction.