Adjustments — taxes

Maximize your reporting efficiency with the Adjustments - Taxes export section.


Required plan

This feature or setting is available to all customers on any Recurly subscription plan.


The Adjustments - Taxes export is designed for reporting on taxes calculated through Vertex. It is pertinent to note that for reporting on taxes calculated through Avalara, you should utilize the Adjustments export. This CSV file contains a row for each tax jurisdiction that is returned for a line item. Even line items without taxes will be included but as a single row in the export.


Time Range Filter

This export showcases adjustments alongside their respective taxes created during a predefined time range. It is important to note that the creation date of an adjustment coincides with the invoice issuance date unless the adjustment was initiated on the account uninvoiced, awaiting processing in the upcoming billing event.

Note: Adjustments are immutable; hence, a 'modified' time range option is non-existent.

Exports table

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To help you identify and organize information effectively, the export provides a structured table that contains the following columns:

Column NameExampleDescriptionData type (max size)
adjustment_uuid34a302b4ed87c4eebeee4942b98b932fThe unique id for the line item.varchar(32)
account_code1234568The unique code for the account.varchar(50)
subscription_id2f1f711a62b424391a690e4895a3f2a5The unique id for the subscription associated with the line item.varchar(32)
invoice_id34a27fd20e668a389c064e43c183bcf1The unique id for the invoice.varchar(32)
invoice_number1001The invoice number displayed on the invoice.string
invoice_billed_date2016-08-03 16:26:26 UTCThe date the invoice was posted.timestamp
invoice_statepending, past_due, paid, failed, open, closed, voided, processingThe current state of the invoice.varchar(32)
refund_tax_date2016-08-03 16:26:26 UTCDate of the original purchase invoice if the invoice is a refund or subscription change.timestamp
refund_geo_code123456789Not applicable for Vertex O Series or Vertex Cloud integrations.string
adjustment_descriptionGold PlanThe line item description on the invoice.varchar(255)
adjustment_product_codegold_planThe plan code, add-on code, or one-off charge product code for the line item’s product.varchar(50)
adjustment_currencyUSDThe currency of the line item.varchar(3)
adjustment_amount74.97Pre-discount, pre-tax amount of the line item. If negative, it reflects a credit from a downgrade or refund.numeric
adjustment_discount49.99The discount amount on the line item.numeric
adjustment_coupon_code5dollars_offThe coupon code applied to the line item for the discount.string
tax_typevatThe tax type represented in the row for the line item.varchar(6)
jurisdictioncountry, province, state, city, county, federal, districtThe tax jurisdiction represented in the row for the line item.string
jurisdiction_amount1.31The tax amount for the jurisdiction.numeric
jurisdiction_rate0.01744The tax rate for the jurisdiction.numeric
jurisdiction_descriptionFlorida Communications TaxThe name of the imposition in the jurisdiction.string
jurisdiction_namefrance, united kingdomThe identifying name for the jurisdiction.string
geo_code123456789Not applicable for Vertex O Series or Vertex Cloud integrations.string
adjustment_tax_codedigital_productThe tax code of the product represented by the line item. Available from version 2.string
item_codeitem123The user-specified unique ID of the sold item on this adjustment. More details on this page.varchar(50)
item_id1234567890The system-generated unique ID of the sold item on this adjustment.string
external_skuabc123The user-specified SKU of the sold item on this adjustment.varchar(50)
tax_regionUSIndicates the tax region.string
tax_inclusivetrueIndicates whether the price includes tax.boolean
business_entity_code123456789Indicates business entity code.string

Version changelog

Version 7 - May 15, 2023

  • Added business_entity_code column.

Version 6 - March 3, 2022

  • Added tax_inclusive column.

Version 5 - August 11, 2021

  • Added tax_region column.

Version 4 - February 13, 2020

  • Added a column for external_sku pertaining to Item Charges.

Version 3 - November 21, 2019

  • Addeditem_code and item_id columns for Item Charges.

Version 2 - September 20, 2018

  • Addedadjustment_tax_code column.
  • Added classification column. (Conditional on Vertex tax integration)