Setting Up Tax Data Retrieval

← Setting Up Tax Handling

Some countries, like the United States or Canada, have very complex sales tax rules that are difficult to manage. To facilitate corresponding business use cases, JustOn allows for retrieving tax data from an external tax provider.

Since tax providers are usually not free of charge, the tax data is retrieved automatically only when an invoice is finalized. It is also possible to retrieve draft tax data for draft invoices on demand, but this may involve additional costs, depending on the external tax provider. Also, the finalize process ignores draft tax data and retrieves the actual tax data to guarantee correct invoices. This is why draft invoices may not show the actual tax information.

For further technical details, see Implementation Details.

Info

For general information about JustOn's tax capabilities, see Taxation Approaches.

Configuring External Tax Provider

The external tax provider is configured as part of the business entity settings.

Info

Currently, only AvaTax from Avalara is supported as an external tax provider. To use the internal JustOn tax calculation, specify Internal or leave the field empty.

1. Click to enter Setup, then open Custom Settings.

   In Salesforce Lightning, navigate to Custom Code > Custom Settings.

   In Salesforce Classic, navigate to Develop > Custom Settings.

2. Click Manage in the row of Business Entity.

3. Click Edit the row of the business entity you intend to edit.

4. In the Tax Provider field, specify the information as required.

   To use the internal tax provider, specify Internal or leave the field empty.

   To set up an external tax provider, specify a JSON expression like {"Provider":"AvaTax","Option1":"Value1","Option2":"Value2"}. This allows for passing additional tax provider options.

   The only mandatory parameter of the JSON configuration is Provider, which specifies the external tax provider to be used (currently, AvaTax only), like {"Provider":"AvaTax"}.

5. Click Save.

Note

Be aware that when using external tax providers like AvaTax, you must specify the complete address information for the business entity.

Adding Tax Data Retrieval Button

Usually, the tax data is retrieved automatically upon invoice finalization. Certain business use cases, however, require the tax data to be retrieved manually. To this end, you can add the button External Tax Provider to the invoices list view.

1. Navigate to the object management settings of the Invoice object.
2. Click List View Button Layout.
3. In the List View row, click to open the action menu, then select Edit.

4. Under Custom Buttons, move External Tax Provider to the Selected Buttons column.

   
   Adding a custom button to a related list

5. Click Save to save the modified page layout.

   This makes the External Tax Provider button available on the Invoices list view.