1. To estimate tax, click Estimate Tax on your credit note.Salesforce Billing updates the Tax field and the Total Amount (With Tax) field on each of your credit note lines. You can click Estimate Tax again to receive a new estimation, or click Cancel Tax to change your Tax and Total Amount (With Tax) fields to null.
2. When you’re ready to apply tax, click Apply Tax on your credit note.Salesforce Billing updates the Tax field and the Total Amount (with Tax) field on each of your credit note lines. If your credit note is a draft, Salesforce Billing also posts it.