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Architecture

Tax architecture

The path from a transaction to a rate, and the two places the chain actually breaks.

Salesforce docs documented by SalesforceField experience observed on a real orgRecommended pattern what we recommendTo verify unverified
Tax architecture transaction → code → rate
WHO WHICH RULE HOW MUCH RESULT country selection looks up LegalEntity who is selling BillingAccount who is billed TaxPolicy how to choose TaxTreatment product × code TaxEngine the calculator TaxRate code × country × period InvoiceLineTax the only place the code lands

Scroll the diagram sideways

Two things decide everything here. First, it is the country of the billing profile that commands the rate, not the address on the order — verified in both directions on two orders with different addresses and the same profile. Second, no native mechanism varies the tax code by country: TaxTreatmentItem has no geographic field, and the standard decision table takes a code as input and returns a rate, so it can never produce one.

The objects involved

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