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 |