The out-of-the-box tax field on opportunity and quote products is a write-in field which means that users have to manually calculate the sales tax for each item and then type it in. This method is error prone and adds many steps to the user’s process so why not automate it?
If only some of your items are taxable, you should create a checkbox so that users can control when sales tax needs to be added. For this example, I’m assuming that all products are taxable at a rate of 6%. Create a calculated currency field and for the calculation use the Amount field. This is the price per unit multiplied by the quantity. If you’re using item discounts, make sure you calculate the tax based on the total after the discount is taken. See the setup below.
The final step is to set the out-of-the-box tax field to your new calculated tax field. You need to do this because the final total calculation uses the out-of-the-box tax field. I used JavaScript – tune into the next webinar to see how this is done. (Or check it out on YouTube depending on when you’re reading this.)
