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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

Date Range Filter

This export's date range is when the adjustment was created, which 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.

Updated about a month ago

Adjustments - Taxes Export


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