Tax Code Import
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.
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.Tax Code
| Field Name | Required Field | Unique? | Field Type | Field Description | Possible Values |
| Country Code | Yes | Yes | string(255) | The country code where the tax code will be applied | |
| Tax Rate Percentage | Yes | No | float | Tax Rate Percentage | |
| Tax Rate Exempt? | No | No | 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 | ||
| Tax Rate Reverse Charge? | No | No | 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 | ||
| Tax Rate Customer Accounting? | No | No | 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 | ||
| Tax Rate Description | No | No | string(255) | Used to map the tax code to a tax rate and tax rate type. This corresponds with the tax rate type's description | |
| Tax Rate Out of Scope? | No | No | 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 | ||
| Withholding Tax Type | No | No | Withholding Tax Type | ||
| Enterprise Name | No | No | Name of the enterprise that this tax code belongs to | ||
| Supplier Name | No | No | Used to map withholding taxes to a supplier | ||
| Code* | Yes | Yes | string(255) | Tax Code Identifier | |
| Percentage* | Yes | No | float | Tax Percentage Amount | |
| Description | No | No | string(255) | Tax Description | |
| Enforce VAT Rules | No | No | If VAT rules are enforced | ||
| Active | No | No | boolean | Determines if the tax code is enabled or disabled | |
| Effective Date | No | No | datetime | The date when the tax code will become active | |
| Is Withholding? | No | No | Is Withholding? | ||
| Subtract from Gross | No | No | Withhold from Supplier? | ||
| Is TCS? | No | No | Is Tax Collected at Source? | ||
| Withholding Tax Amount Overwritable | No | No | boolean | Withholding Tax Amount Overwritable |