Tax Attribute Sets

Overview

The Tax Attribute Set and Tax Line Attribute Set provide tax information for transactions and line items. The tax values can be provided by sales users or REST API services. These values are used to calculate total amount for a line and indicate the total with tax and without tax for Order Management integrations.

Both the Tax Attribute Set and Tax Line Attribute Set are created when you add a transaction level Tax Attribute Set. Tax attribute sets and their child attributes are created together and removed together. The Tax Attribute Sets can be created only once in a Commerce process.

Transaction Tax Attribute Set

The Tax Attribute Set contains the following attributes:

  Name

  Variable Name

Type

  Description

Is Tax Present

_tax_isTaxPresent_t

Boolean

This attribute identifies if the tax information is present.

Is Tax Inclusive

_tax_isTaxInclusive_t

Boolean

This attribute identifies whether taxes are included in prices.

  • false - Indicates taxes are not included in item prices and need to be added separately. (default value)

  • true - Indicates taxes are included in item prices.

Tax Amount

_tax_taxAmount_t

Currency

This attribute contains the total tax amount for the quote.

Total Transaction Value Including Tax

_tax_totalTransactionValueIncTax_t

Currency

This attribute contains the total value of the transaction including all item prices, one-time charges, recurring charges, and taxes.

  • When Is Tax Inclusive is false, this value = Total Contract Value + Tax Amount

  • When Is Tax Inclusive is true, this value = Total Contract Value

Transaction Line Tax Attribute Set

The Tax Line Attribute Set contains the following attributes:

  Name

  Variable Name

Type

  Description

Tax Price

_tax_taxPrice_l

Currency

This attribute contains the tax amount for one unit of this line.

Total Price

_tax_totalPrice_l

Currency

This attribute contains the total price per unit of the item including taxes. If 'Is Tax Inclusive' is false, it is summation of Net Price per unit and tax per unit, otherwise it is same as Net Price per unit.

Total Amount

_tax_totalAmount_l

Currency

This attribute contains the Total Price for this line including taxes.

Total Price Excluding Tax

_tax_totalPriceMinusTax_l

Currency

This attribute contains the Total Price for this line excluding taxes.

Total Amount Excluding Tax

_tax_totalAmountMinusTax_l

Currency

This attribute contains the Total Price for this line including taxes.

Tax Calculation Info

_tax_calculation_info

Text Area

This attribute contains a JSON formatted string with values required for tax calculation.

For example, "_tax_calculation_info": "{\"_tax_taxAmount_l\":4}

Tax Price Rollup

_tax_taxRollup_l

Currency

This attribute contains the tax price of the item or for the root model rolled up to include all child values.

Total Price Rollup

_tax_totalPriceRollup_l

Currency

This attribute contains the total price of each item or for the root model rolled up to include all child values.

Total Amount Rollup

_tax_totalAmountRollup_l

Currency

This attribute contains the total amount of the item or for the root model rolled up to include all child values.

Total Contract Price Rollup

_tax_totalContractPriceRollup_l

Currency

This attribute contains the total amount for the contract duration for the root model rolled up to include all child values.

Attribute Sets and Array Sets are listed at the bottom of the Attribute Lists page.

 

Administration

ClosedAdd Tax Attributes Sets (Only applicable for Non-Standard Processes. Tax Attribute Sets are automatically provided for Standard Processes)

Both the Tax Attribute Set and Tax Line Attribute Set are created when you add a transaction level Tax Attribute Set. Tax attribute sets and their child attributes are created together and removed together.

Complete the following steps to create both the Tax and Tax Line Attribute Sets with their associated attributes.

  1. Navigate to Admin > Process Definition > Transaction > Attributes.

  2. Select Tax Attribute Set from the Attribute Type drop-down.

  3. Click Add.


 

Related Topics

Related Topics Link IconSee Also