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Set Tax Rates

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A Salesforce administrator can configure tax rates for each tax service group in Aria. This computes estimated taxes at a service level. Tax information and pricing information is shown where pricing information is displayed.  

Aria for Salesforce syncs these tax groups from Aria during scheduled sync jobs, and when a user clicks the Refresh Client Plans button from the Aria Systems Settings. 

Set Tax Percentages

Getting Here: Click Aria General Configurations > Tax Percentage tab

Tax Percentage 3.18.png

  1. Enter the Tax Percentage. 
  2. Click Save Settings. The tax calculation uses these value to calculate tax, and is displayed in various places in the user interface. 
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