Adjustments - Taxes Export
The Adjustments - Taxes export is for reporting on taxes calculated through Vertex. If you need to report on taxes calculated through Avalara, use the Adjustments export. This csv includes a row for each tax jurisdiction returned for a line item. Line items without taxes will be included as a single row.
Version Change Log
Version 4 - 2/13/2020
- Column added for external_sku for Item Charges
Version 3 - 11/21/2019
- Added item_code and item_id columns for Item Charges
Version 2 - 9/20/2018
- Added adjustment_tax_code column
Time Range Filter
This export will display adjustments and their corresponding taxes created during the selected timeframe. An adjustment's creation date will be the same date as when the invoice was issued unless the adjustment was created on the account uninvoiced, to be picked up in the next billing event.
Export Contents
| Column Name | Example | Description |
|---|---|---|
| adjustment_uuid | 34a302b4ed87c4eebeee4942b98b932f | The unique id for the line item. |
| account_code | 1234568 | The unique code for the account. |
| subscription_id | 2f1f711a62b424391a690e4895a3f2a5 | The unique id for the subscription associated with the line item. |
| invoice_id | 34a27fd20e668a389c064e43c183bcf1 | The unique id for the invoice. |
| invoice_number | 1001 | The invoice number displayed on the invoice. |
| invoice_billed_date | 2016-08-03 16:26:26 UTC | The date the invoice was posted. |
| invoice_state | pending, past_due, paid, failed, open, closed, voided, processing | The current state of the invoice. |
| refund_tax_date | 2016-08-03 16:26:26 UTC | If the invoice is a refund or subscription change, the date of the original purchase invoice. |
| refund_geo_code | 123456789 | Will not populate Vertex O Series or Vertex Cloud integrations. |
| adjustment_description | Gold Plan | The line item description on the invoice. |
| adjustment_product_code | gold_plan | The plan code, add-on code, or one-off charge product code for the line item’s product. |
| adjustment_currency | USD | The currency of the line item. |
| adjustment_amount | 74.97 | The amount of the line item before discounts and taxes. If negative, reflects a credit from a downgrade or refund. |
| adjustment_discount | 49.99 | The discount amount on the line item. |
| adjustment_coupon_code | 5dollars_off | The coupon code for the discount amount on the line item. |
| tax_type | vat | The tax type of the line item the row represents. |
| jurisdiction | country, province, state, city, county, federal, district | The line item’s tax type’s jurisdiction, which the row represents. |
| jurisdiction_amount | 1.31 | The jurisdiction’s tax amount. |
| jurisdiction_rate | 0.01744 | The jurisdiction’s tax rate. |
| jurisdiction_description | Florida Communications Tax | The imposition name of the jurisdiction. |
| jurisdiction_name | france, united kingdom | The identifying name for the jurisdiction. |
| geo_code | 123456789 | Will not populate Vertex O Series or Vertex Cloud integrations. |
| adjustment_tax_code | digital_product | [v2] The tax code of the product the line item represents. This column is available in version 2. |
| item_code | item123 | The Item Code maps to the user-specified unique ID of the item that was sold on this adjustment. Reference this page for more on items. |
| item_id | 1234567890 | The Item ID maps to the system-generated unique ID of the item that was sold on this adjustment. |
| external_sku | abc123 | The External SKU mapps to the user-specified SKU of the item that was sold on this adjustment. |
| tax_inclusive | true | Indicates whether the purchase is inclusive or exclusive of tax. |
Updated about 1 year ago