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Tax Code Rule Import

Invoice tax lines are coded automatically according to the tax code rules you define and load with this table.

Overview

Tax lines on invoices are evaluated against every tax code rule to find which tax lines should be linked to a tax code from your ERP. When your tax lines are properly encoded your enterprise can more easily use your ERP to reclaim VAT withholding.

Every compliant invoice received will be evaluated against every tax code rule row. If any tax lines match all of the tax code rule field entries for a row then that tax code link is applied.

How It Works

Tax code rules defined in this record are used to set the appropriate tax code on invoice lines and the invoice header when all row field entries match a tax line.

You can create and revise tax code rules by CSV flat file upload using the Coupa UI at /tax_code_rules. Tax code rules can't be loaded using SFTP.

Tax code rules will run once an invoice is submitted for the first time. After that, if any details or rules have been updated or changed, users with appropriate permission can click the Apply Tax Code Rules button to re-run the invoice through the tax code rules. Coupa doesn't run invoices through the rules at each step of the invoice workflow. For more information on each field, see Tax Code Rules.

Notes

Order of the columns below does not reflect the order presented in the CSV template download. Order of columns in a CSV file upload does not matter.
The fields displayed at the top of the table: ID, Name, Effective Date, End Date, Active, Priority, Tax Code and Tax Country Code are metadata about the tax code rule where value of Tax Code is the tag or link applied to the invoice tax line that matches the tax code rule values set in any of the other fields.
Values set in the remaining fields are evaluated as a set where all values defined must match an invoice tax line for the tax code rule to be applied.

Keys

Name

Validations

Coupa use the field Name to lookup an existing record.

Column Name	Req'd	Unique	Field Type	Field Description	Allowable Values
Tax Code*	Yes	No		Required. Tax code to be applied. Usually the values defined based on the buyer's ERP tax codes.
Tax Code Country Code	No	No		Country of tax code. If not country-specific, leave blank	Valid ISO country codes only. Leave blank if not country-specific.
Chart of Accounts*	Yes	No	string(255)	Required. Name the Chart of Accounts to which this tax code rule is applied.	Name of the Chart of Accounts that this rule applies to
Buyer Tax Registration Number	No	No		Buyer Tax registration number to which this rule applies. Only applicable to Buyer Created/Non Compliant invoices if 'Bill to Address' is enabled on the default presentation.	Buyer Tax registration number that this rule applies to
Tax Rate Type Country Code	No	No		Country code of tax type for CSP and compliant invoices only	Valid ISO country codes only.
Tax Rate Type Description	No / Yes	No		Type of tax - VAT, TAX, GST, PST, etc for CSP and compliant invoices only. Required if Tax Rate Type Country Code is used.	VAT, TAX, GST, PST, etc
Commodity Name	No	No	string(255)	Commodity Name
Supplier Name	No	No	string(255)	Supplier Name
Cash Accounting Scheme Reference	No	No		Cash Accounting Scheme Reference that this rule applies to	any
Tax Reference	No	No	string(255)	Tax Reference that this rule applies to	any
Supplier Fiscal Rep. Country Code	No	No		Supplier Fiscal Rep. Country Code - ISO alpha-2, alpha-3 or numeric code for CSP and compliant invoices.	ISO alpha-2, alpha-3 or numeric code
Buyer Fiscal Rep. Country Code	No	No		Buyer Fiscal Rep. Country Code - ISO alpha-2, alpha-3 or numeric code
Expense Category Key	Yes	No		Associates the tax code with an expense category.	any
Jurisdiction Origin Country Code	No	No		Jurisdiction Origin Country Code	ISO alpha-2, alpha-3 or numeric code
Jurisdiction Destination Country Code	No	No		Jurisdiction Destination Country Code	ISO alpha-2, alpha-3 or numeric code
Effective Date*	Yes	No	datetime	Required. Date when the rule will be activated	MM/DD/YYYY
Priority*	Yes	No	integer	Required. Numeric priority from 1 to 100. Priority 1 takes precedence. 50 is default.	Numeric priority from 1 to 100. Priority 1 takes precedence. 50 is default.
Jurisdiction	No	No	string(255)	Domestic, Intra-EU, Cross-Border Does not have to be compliant, but must be through CSP.	intra_eu, domestic, cross_border, domestic, Intra-EU, Cross-Border, interstate, intrastate
Category	No	No	string(255)	Goods or services	goods, services, monetary, others
Subcategory	No	No	string(255)	Raw materials, Investment Goods, Services Exceptions	raw_materials, investment_goods, services_exceptions
Deductibility	No	No	string(255)	Fully, Partially, Not	fully_deductible, partially_deductible, not_deductible, Fully, Partially, Not
Tax Rate	No	No	string(255)	Tax rate as a number, exempt, or reverse charge. Field is only required to be populated on compliant invoices but is available for all.	Tax rate as a number, exempt, reverse charge, or out of scope
Document Type	No	No	string(255)	Type of document - invoices, expenses	any
Jurisdiction Origin Country State	No	No	string(255)	Jurisdiction Origin Country State
Jurisdiction Destination Country State	No	No	string(255)	Jurisdiction Destination Country State
Customer Accounting	No	No	boolean	Whether or not the tax rate is customer accounting	any
ID	No	Yes	integer	Coupa unique identifier. If blank on upload, a new rule is created. If populated the existing rule with that ID is updated.	System assigned integers
Name	No	No	string(255)	Unique rule name	Any unique value
Account Segment 1	No	No	string(255)	Chart of accounts segment 1 value	Chart of accounts segment 1 value
Account Segment 2	No	No	string(255)	Chart of accounts segment 2 value	Chart of accounts segment 2 value
Account Segment 3	No	No	string(255)	Chart of accounts segment 3 value	Chart of accounts segment 3 value
Account Segment 4	No	No	string(255)	Chart of accounts segment 4 value	Chart of accounts segment 4 value
Account Segment 5	No	No	string(255)	Chart of accounts segment 5 value	Chart of accounts segment 5 value
End Date	No	No	datetime	Date when the rule will be deactivated
Active	No	No	boolean	Whether or not the rule should be evaluated	Yes, No