Sales Tax Overview

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6 comments

  • Rebecca Ralls

    If you view the opportunity related list on a parent account, does it show the opportunities of child accounts? Or do you lose that visibility from the parent account level?

    What are the other benefits/cons of using it all the way through?  

     

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  • Tony

    Hi Rebecca,

    We recommend using child Accounts for the different locations and tying them all together with a parent Account. 

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  • Tony

    We would recommend using it for all related transactions, except maybe cash receipts. 

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  • Rebecca Ralls

    If a customer receives shipments at several locations - in different tax (and non-taxable areas), What is the best method to manage different tax rates for different billing addresses?

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  • Tony

    Rebecca,

    Most reports in Salesforce can be run on the account hierarchy to include parent and child accounts. 

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  • Rebecca Ralls

    Ok.  And just to clarify - do you recommend using the child account as the main account only for the billing?  Or all the way through from the Opportunity -> Sales Order (if there is one) -> Billing?

     

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