TaxationItem

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This object is for customers that have purchased Z-Taxation. Z-Taxation allows you to apply taxation and manage your customer's tax exemption status.

Supported Calls

This object is used in the query and create calls.

Fields

In addition to the following fields, zObject contributes additional fields. For information on the field types, see Field Types.


Name Required? Type Allowed Operations:
● Yes
○ No
Allowable Values Description
AccountingCode No. System generated and applied if there is a taxation (with Z-Taxation), else can be specified when working with 3rd party tax systems. string ● Create

● Query
● Update
● Delete
● Filter

Valid accounting codes created in Z-Billing administration, 32 characters maximum. Specifies the accounting for the taxation line item. Used for integration with accounting systems.
CreatedById System generated, always exists zns:ID ○ Create

● Query
○ Update
○ Delete
● Filter

32 characters maximum. This field is not editable. Available as of version 20.0 of the API. The Zuora system automatically generates this ID of the user who created the object.
CreatedDate System generated, always exists dateTime ○ Create

● Query
○ Update
○ Delete
● Filter

This field is not editable. Available as of version 20.0 of the API. The Zuora system automatically generates this, and denotes when the objects was first created.
ExemptAmount No double (v1.0-18.0) / decimal (v19.0+) ● Create

● Query
● Update
○ Delete
● Filter

Valid double value generated by Z-Taxation. This is summary if taxes that would be applied if the customer was not tax exempt. Having this value allows you to report the summary amount that was not taxed because the customer was tax exempt.
InvoiceId Yes zns:ID ● Create

● Query
○ Update
○ Delete
● Filter

A valid ID of an Invoice object. This relates the the taxation information to a given Invoice.
InvoiceItemId Yes zns:ID ● Create

● Query
○ Update
○ Delete
● Filter

A valid ID of an InvoiceItem object. This relates the the taxation information to a given InvoiceItem.
Jurisdiction Yes if using Z-Taxation, no if using 3rd party tax systems. string ● Create

● Query
● Update
○ Delete
● Filter

This field is the jurisdiction value populated for each tax rate, 32 characters maximum. The jurisdiction value that typically represents the tax jurisdiction such as state, county, city, etc.
LocationCode Yes if using Z-Taxation, no if using 3rd party tax systems. string ● Create

● Query
● Update
○ Delete
● Filter

This field is the location code populated for each tax rate, 32 characters maximum. This location code typically identifies a code that will aid in reporting or correlation to external tax tables. This field is often a numeric value created by the tax jurisdiction.
Name Yes string ● Create

● Query
● Update
○ Delete
● Filter

This field is the tax name populated for each tax rate, 128 characters maximum. The name of the Tax Rate such as Sales Tax or GST, etc. This name appears on the invoice.
TaxAmount No (system generated) if using Z-Taxation, required if importing taxation from a 3rd party tax system. double (v1.0-18.0) / decimal (v19.0+) ● Create

● Query
● Update
● Delete
● Filter

The amount of the tax.
TaxCode No string ● Create

● Query
● Update
● Delete
● Filter

32 characters maximum The tax code for this tax.
TaxCodeDescription No string ● Create

● Query
● Update
● Delete
● Filter

255 characters maximum Description for the tax code.
TaxDate No datetime ● Create

● Query
● Update
● Delete
● Filter

Valid datetime. The date when tax was applied.
TaxRate Yes double (v1.0-18.0) / decimal (v19.0+) ● Create

● Query
● Update
○ Delete
● Filter

This field is the tax rate populated for each tax rate. The tax rate can be any numeric value. Often it represents a percentage such as .07 for 7%.
TaxRateDescription No string ● Create

● Query
● Update
○ Delete
● Filter

This field is the tax rate description populated for each tax rate, 255 characters maximum. The description of the tax rate is user defined and is used to help with reporting.
TaxRateType Yes string ● Create

● Query
● Update
○ Delete
● Filter

Percentage, FlatFee The tax rate type is typically percentage, but may be defined as flat fee depending on the tax rules
UpdatedById System generated, always exists ZNS:Id ○ Create

● Query
○ Update
○ Delete
● Filter

32 characters maximum. This field is not editable. Available as of version 20.0 of the API. The Zuora system automatically generates this Id of the user who last updated the object.
UpdatedDate System generated, always exists dateTime ○ Create

● Query
○ Update
○ Delete
● Filter

This field is not editable. Available as of version 20.0 of the API. The Zuora system automatically generates this, and denotes when the objects was last updated.