Siebel Order Management Guide > Creating a Quote or Sales Order > Common Tasks for Creating Quotes and Sales Orders >

Calculating Taxes

If your Siebel application has been integrated with third-party tax software from Taxware, an end user can click the Calculate Taxes button to determine taxes and insert them in a quote or order. If your application is not integrated with third-party tax software, an end user can enter a tax rate manually.

For products with components, taxes may be calculated either on the individual components, or on the extended price for the product with components. The method used is determined through the Product Administration screen.

NOTE:  If you change items or prices in the quote or order, be sure to recalculate the taxes when you are finished.

This task is part of the Common Tasks for Creating Quotes and Sales Orders. Use the following procedure to calculate taxes by manually entering a tax rate.

To calculate taxes by entering a tax rate manually

1. Navigate to the quote or order with which you want to work.
2. Click the Payments view tab.
3. In the Tax Rate field, if a rate is not yet assigned, enter the appropriate tax rate.
4. If a customer is tax-exempt, select the Tax Exempt Flag field and enter a reason and tax exempt certification ID.

Use the following procedure to calculate taxes using third-party tax software.

To calculate taxes using third-party tax software

1. Navigate to the quote or order with which you want to work.
2. Make sure the ship-to address is accurate.

   The ship-to address is used by third-party tax software when determining the tax rate. When line items in an order have different ship-to addresses, different tax rates may apply to the line items. For information about entering ship-to information, see Adding Shipping Information.

3. Click the Payments view tab.
4. In the Totals form, which is under the Payments form, click Calculate Taxes.

   The tax on the items appears in the Tax field on the Totals form.