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
|