Tax Setup & Rules — Tax setup and rules determine how each product is taxed — codes, nexus, exemptions, and jurisdiction logic — before a single invoice exists. Address and tax ID validation feed it clean inputs; invoicing and checkout apply its determinations at transaction time.
Where it sits in the lifecycle
Tax Setup & Rules lives in the Design & Setup phase
of Define What You Sell — the stage where you design the catalog, pricing, and rules of the offer.
In the corpus tool index this phase maps to the CPQ and Billingcategories.
Tools that support it
AnrokCoreSaaS-specific taxability rules and nexus threshold monitoring
AvalaraCoremaintained taxability rules and rates across products and jurisdictions
FonoaCorePer-country indirect tax determination logic delivered as an API.
SphereCorenexus monitoring, registration, calculation, and filing run as one managed service