Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

TaxTreatment

A tax treatment contains details about how Salesforce and external engines calculate taxes, and the tax engine to use for tax calculation. The IsTaxable field determines whether tax is calculated for the product in the transaction. The tax code, tax engine, and product code are sent via API to the external tax calculation service. When you invoice an order item that has a tax treatment, the invoice line inherits the tax treatment from the order item’s related billing schedule. The invoice line’s TaxCode field is populated based on the code that the tax engine used for calculation. This object is available in API version 55.0 and later.

Each product requires a tax policy to determine whether to apply tax. The tax treatments determine how taxable products are taxed. Each tax policy requires at least one tax treatment. We recommend determining the taxation needs for each of your products and creating policies and treatments for each product accordingly. You can then assign your tax policies to the relevant products on your own or through automation.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

This object is available with Subscription Management and Billing (Revenue Cloud).

For information about this object that's available with Billing (Revenue Cloud), including its special access rules, see the Revenue Cloud Developer Guide.

Fields

Field	Details
Description	Type textarea Properties Create, Filter, Nillable, Sort, Update Description Optional user-defined description for providing more information about the tax treatment.
IsTaxable	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Determines whether Subscription Management calculates tax for order items covered by the tax treatment. When this value is True, Subscription Management calls the CalculateTax API for the order item during order item creation. The default value is 'False'. This field is available when Subscription Management is enabled.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last accessed this record, a record related to this record, or a list view.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last viewed this record or list view. If this value is null, the user might have only accessed this record or list view (LastReferencedDate) but not viewed it.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description Optional user-defined name for the tax treatment.
ProductCode	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description Code of the product that the tax treatment applies to.
Status	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description Status of the tax treatment. Possible values are: `Active` `Draft` `Inactive`
TaxCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Reference code used when tax is calculated in an external tax engine.
TaxEngineId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The tax engine for the tax treatment. A tax engine represents both an instance of a tax engine provider as well as the merchant credentials for that specific instance. When Subscription Management begins the tax calculation process for an order item, it uses the tax engine from the order item’s tax treatment. If the tax treatment’s IsTaxable value is True, the treatment requires a tax engine. This field is a relationship field. This field is available when Subscription Management is enabled. Relationship Name TaxEngine Relationship Type Lookup Refers To TaxEngine
TaxPolicyId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The tax treatment’s parent tax policy. A tax policy is a group of tax treatments, where each treatment represents a rule for how to invoice a customer for an order item. Tax policies are related to products, which pass the policy on to the resulting order items. When you activate an order, Subscription Management assigns a tax treatment to each order item based on the tax policy's DefaultTaxTreatmentId, then uses the tax treatment to calculate tax. This field is a relationship field. Relationship Name TaxPolicy Relationship Type Lookup Refers To TaxPolicy

Object Reference for the Salesforce Platform

TaxTreatment

Supported Calls

Special Access Rules

Fields