Tax Code Rule Import

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.

Tax Code Rule