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TaxEngine

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 calculates tax on an order item, it sends a request through Subscription Management Tax Calculation API to an external tax engine. The Salesforce tax engine record contains information passed to the external tax engine, such as This object is available in API version 55.0 and later.

The merchant credentials are stored in a named credential record in Salesforce. The named credential record is referenced in the tax engine object’s Merchant Credentials field.

The tax adapter Apex class ID is stored in the tax engine provider. When a user calls Calculate Tax API, Subscription Management interacts with the external tax provider using the adapter class and the named credentials.

The tax engine address and seller code from the TaxEngine record are also used in the interaction.

Supported Calls

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

Special Access Rules

This object is available when Subscription Management or Commerce Subscriptions is enabled. If your org has Subscription Management and Commerce Subscriptions enabled, then Subscription Management takes precedence.

Fields

Field Details
Description
Type
textarea
Properties
Create, Filter, Nillable, Sort, Update
Description
The description of the tax engine provider and merchant credential.
ExternalReference
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Shows information about the external platform used for the tax engine.
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 accessed this record, a record related to this record, or a list view.
MerchantCredentialId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
Looks up to the merchant credential setup entity in Salesforce. CommerceTax Tax Calculation API sends this information to the external tax engine for use in the tax calculation process.
This field is a relationship field.
Relationship Name
MerchantCredential
Relationship Type
Lookup
Refers To
NamedCredential
SellerCode
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
Seller code of the transaction for which the tax engine integration log was captured.
Status
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Shows the status of the tax engine.
Possible values are:
  • Active—This tax engine is available for use.
  • Inactive—This tax engine isn't available for use.
TaxEngineAddress
Type
address
Properties
Filter
Description
The compound form of the tax engine address. Read-only. See Address Compound Fields for details on compound address fields. Used in case the request doesn’t contain a Ship To address.
TaxEngineCity
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details for the tax engine address. Maximum size is 40 characters.
TaxEngineCountry
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details for the tax engine address. Maximum size is 80 characters.
TaxEngineGeocodeAccuracy
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Accuracy level of the geocode for the tax engine address. See Compound Field Considerations and Limitations for details on geolocation compound fields.
TaxEngineLatitude
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with TaxEngineLongitude to specify the precise geolocation of a tax engine address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places. See Compound Field Considerations and Limitations for details on geolocation compound fields.
TaxEngineLongitude
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with TaxEngineLatitude to specify the precise geolocation of a tax engine address. Acceptable values are numbers between –180 and 180 with up to 15 decimal places. See Compound Field Considerations and Limitations for details on geolocation compound fields.
TaxEngineName
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
The name of the tax engine.
TaxEnginePostalCode
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details for the tax engine address. Postal code maximum size is 20 characters.
TaxEngineProviderId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The Id of the tax engine provider.
This field is a relationship field.
Relationship Name
TaxEngineProvider
Relationship Type
Lookup
Refers To
TaxEngineProvider
TaxEngineState
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details for the tax engine address. State maximum size is 80 characters.
TaxEngineStreet
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Details for the tax engine address. Maximum of 255 characters.
TaxPrvdAccountIdentifier
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The unique identifier of the external tax provider’s account. This field is only available if Commerce Subscriptions is enabled for your org. Available in API version 63.0 and later.
Type
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the tax engine used to calculate tax. This field is only available if Commerce Subscriptions is enabled for your org. Available in API version 63.0 and later.
Possible values are:
  • CommerceTaxExtension—Commerce Tax Extension
  • RevenueCloudTaxExtension—Revenue Cloud Tax Extension
  • StandardTaxEngine—Standard Tax Extension
  • StripeNative—Stripe Native