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Salesforce Lightning B2B Commerce App 1.5
Salesforce Lightning B2B Commerce App 1.5
  • Salesforce Lightning B2B Commerce App 1.5
  • Introduction
    • How it works
    • What's new in version 1.5
  • Upgrading to version 1.5
  • Integrate the Salesforce Lightning app
    • Step 1: Install the Digital River app
    • Step 2: Configure the Digital River app
    • Step 3: Register external services
    • Step 4: Configure DCM logs
    • Step 5: Add custom fields to the page layouts
    • Step 6: Enable email deliverability
    • Step 7: Import ECCN codes, tax groups, and tax types
    • Step 8: Configure and synchronize the products
    • Step 9: Schedule backend jobs
    • Step 10: Set up integration between Salesforce and Digital River
    • Step 11: Set up webhooks
    • Step 12: Configure landed cost
    • Step 13: Manage permission sets
    • Step 14: Configure shipping integration
    • Step 15: Integrating refunds
    • Step 16: Configure the From email address
    • Step 17 (alternative): Integrate the Digital River components into an asynchronous checkout flow
      • Custom components used in the checkout subflows
      • Subflow configuration
        • Configure the delivery method subflow
        • Configure the Checkout Summary subflow
        • Configure the Payment and Billing Address subflow
          • Edit the Payment Method screen
          • Edit the decision elements
          • Link screen components
        • Configure the shipping address subflow
          • Configure the shipping address screen
      • Configure the main checkout flow
    • Step 18 (alternative): Integrate the Digital River components into a synchronous checkout flow
      • Deploy flows using Salesforce Workbench
      • Update the flow nodes in the synchronous checkout flow
        • Create custom variables
        • Delete nodes
        • Connect nodes
        • Modify nodes
        • Add nodes
      • Configure screens for a customized synchronous flow
        • Add custom components to screens in the synchronous checkout flow
        • Configure the Shipping Options screen
        • Configure the Delivery Method Screen
        • Configure the Checkout Summary screen
        • Configure the Payment And Billing Address screen
        • Configure the Place Order Confirmation screen
    • Step 19: Add custom components to pages
      • Drag and drop (custom) components
    • Step 20: Test the Salesforce Lightning app integration
  • Extend the Salesforce Lightning app
    • Extend the Ship From address
    • Extend the webhook framework
    • Configure subscriptions
    • Shipping choice extension point
    • Customer credit
      • addCustomerCreditSourceToCheckout
      • deattachPaymentToCheckout
      • getAmountRemainingforCheckout
      • getCartDetailsById
      • Publishing connector events
    • Tax calculation
    • Overriding Digital River CSS
    • Customizing the Lightning web components
      • Designer attributes
      • Components
        • Buyer info component
        • Tax certificate component
        • DR util component
        • DR Terms component
        • Checkout summary component
        • Hide checkout summary component
        • Order Summary component
        • Place order component
        • Payments component
        • Payment details component
        • Tax identifier component
        • DR compliance component
        • Address details component
  • User guide
    • Regulatory fees
    • Tax certificates
    • Tax identifiers
    • My wallet
    • Customer credit
    • Checkout and order creation
    • Fulfillment/cancellation flow
    • Refunds
    • Invoices and credit memos
  • Support
  • Appendix
    • Custom fields and objects
    • Contact point address
    • Multi-currency support
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On this page
  • Using tax identifiers on the My Account page
  • Add the tax identifier
  • Delete the tax identifier
  • Using tax identifiers within checkout
  • Global tax identifier sequence diagram
  1. User guide

Tax identifiers

Learn how to add and delete tax identifiers.

PreviousTax certificatesNextMy wallet

Last updated 2 years ago

Use the Salesforce Lightning app to add or delete tax identifiers. Tax identifiers can be added from the My Account page or during checkout on the Order Review screen.

Using tax identifiers on the My Account page

The My Account page has options to either add a new tax identifier or delete existing tax identifiers. Tax identifiers can be added from either the My Account page or during checkout on the Order Review screen.

Add the tax identifier

To add a tax identifier:

  1. Sign in to the store.

  2. Click My Profile.

  3. Click New Tax identifier.

  4. Choose a Country from the dropdown menu. If a tax identifier is applicable for that country, a text field will appear. Enter the value of the tax identifier into the field.

  5. Click Save. A message about the added tax identifier appears.

A single tax identifier of each type is permitted. If a tax identifier already exists, the following message appears:

Delete the tax identifier

To delete a tax identifier:

  1. Click Delete next to the tax identifier you want to remove.

  2. Click Confirm.

Using tax identifiers within checkout

You can save new tax identifiers, delete existing tax identifiers, or apply saved tax identifiers on the order review page as part of the checkout process.

To use tax identifiers during checkout:

  1. Sign in to the store.

  2. Add the items to the cart and proceed through the checkout flow until you get to the Order Review page.

    The Tax identifier section will only appear when you are buying:|

    • Physical products and the shipping address is a non-US address

    • Digital products **** and the billing address is a non-US address

    • Mixed products (physical and digital) and the shipping address is a non-US address

  3. Note: Steps for adding or deleting existing tax identifiers are the same as those on the My Account page.

  4. Click Apply Tax Identifier. The page will refresh the amount and the tax identifier ID will be stamped in the DR Tax Identifiers field of the Cart object.

  5. Click Next to navigate to the Payment page.

Global tax identifier sequence diagram

On the Order Review page, the shopper can select the existing tax identifier from the Saved Tax Identifiers section or can apply the tax identifier from the Other tax identifiers section.

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