Tax Code Import
The tax code integration loader uses only a single set of header columns.
Overview
The Tax Code Import process reads files from the ./Incoming/TaxCodes/ from SFTP.
These files are moved to the archive folder located at ./Archive/Incoming/TaxCodes/ before being processed in alphanumeric order.
You can also load tax codes and rates using the UI CSV file loader on your instance at ./tax_codes.
The Code column is the key column, and must be unique.
| Column Name | Description | Req'd | Unique | Type | Allowable Values |
|---|---|---|---|---|---|
| Country Code | Country Code | No | No | string(4) | Any |
| Tax Rate Percentage | Compliance only: Used to specify the tax percentage amount. Only required for compliant invoices. | Yes | No | float | Any |
| Tax Rate Exempt? | Compliance only: Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for an exempt tax rate | No | No | boolean | Yes/No, True/False |
| Tax Rate Reverse Charge? | Compliance only: Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for a reverse charge tax rate | No | No | boolean | Yes/No, True/False |
| Tax Rate Customer Accounting? | Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for a customer accounting tax rate | No | No | boolean | Yes/No, True/False |
| Tax Rate Description | Compliance only: Descriptive line for the type of tax | No | No | string(255) | Any |
| Withholding Tax Type | Determines the type of witholding tax type. Can create new witholding tax types. | No | No | string(255) | Any |
| Enterprise Name | Name of the enterprise that this tax code belongs to | No | No | string(100) | Any |
| Supplier Name | Used to map withholding taxes to a supplier | No | No | string(100) | Any |
| Code | Tax code identifier, usually from the ERP | Yes | Yes | string(255) | Any |
| Percentage | Tax Percentage amount for standard tax codes | Yes | No | float | Any |
| Description | Tax Description | No | No | string(255) | Any |
| Enforce VAT Rules | Determines if VAT rules are enforced | No | No | boolean | Yes/No, True/False |
| Active | Determines if the tax code is enabled or disabled | No | No | boolean | Yes/No, True/False |
| Effective Date | The date when the tax code will become active | No | No | datetime | YYYY-MM-DDTHH:MM:SS+HH:MM |
| Is Withholding? | Determines if the tax is a withholding tax or standard tax. | No | No | boolean | Yes/No, True/False |
| Subtract from Gross | Determines if the tax will be withheld from the supplier? | No | No | boolean | Yes/No, True/False |
| Tax Rate Out of Scope? | Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for an out of scope tax rate | No | No | Any | |
| Is TCS? | Is Tax Collected at Source? | No | No | Any |
Note
Compliance users must also specify standard fields. For example, if specifying
Tax Rate Percentage
, you still have to specify the same value in
Percentage
.