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Add a tax code for multiple tax engines

Learn how to set up a tax code using multiple tax engines by navigating through settings and configuring mapping formulas.

To set up a tax code that uses Multiple Tax Engines:
  1. Click your username at the top right and navigate to Settings > Billing.
  2. Click Setup Taxation Codes.
  3. Click Add new tax code.
  4. Enter the following information in the Basic Information panel:
    1. Specify a name in the Tax Code Name field to identify the tax code. This field is used to map the product charge.
    2. Select the Use Multiple Connect Tax Engines checkbox.
    3. Fill in the Mapping Formula tab with mapping rules that define how to select Multiple Tax Engines to handle tax calculation for various customer accounts. Refer to the Example tab to copy and customize pre-defined mapping formulas. For more information, see Tax Engine Mapping Formula.