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 NameExampleDescription
adjustment_uuid34a302b4ed87c4eebeee4942b98b932fThe unique id for the line item.
account_code1234568The unique code for the account.
subscription_id2f1f711a62b424391a690e4895a3f2a5The unique id for the subscription associated with the line item.
invoice_id34a27fd20e668a389c064e43c183bcf1The unique id for the invoice.
invoice_number1001The invoice number displayed on the invoice.
invoice_billed_date2016-08-03 16:26:26 UTCThe date the invoice was posted.
invoice_statepending, past_due, paid, failed, open, closed, voided, processingThe current state of the invoice.
refund_tax_date2016-08-03 16:26:26 UTCIf the invoice is a refund or subscription change, the date of the original purchase invoice.
refund_geo_code123456789Will not populate Vertex O Series or Vertex Cloud integrations.
adjustment_descriptionGold PlanThe line item description on the invoice.
adjustment_product_codegold_planThe plan code, add-on code, or one-off charge product code for the line item’s product.
adjustment_currencyUSDThe currency of the line item.
adjustment_amount74.97The amount of the line item before discounts and taxes. If negative, reflects a credit from a downgrade or refund.
adjustment_discount49.99The discount amount on the line item.
adjustment_coupon_code5dollars_offThe coupon code for the discount amount on the line item.
tax_typevatThe tax type of the line item the row represents.
jurisdictioncountry, province, state, city, county, federal, districtThe line item’s tax type’s jurisdiction, which the row represents.
jurisdiction_amount1.31The jurisdiction’s tax amount.
jurisdiction_rate0.01744The jurisdiction’s tax rate.
jurisdiction_descriptionFlorida Communications TaxThe imposition name of the jurisdiction.
jurisdiction_namefrance, united kingdomThe identifying name for the jurisdiction.
geo_code123456789Will not populate Vertex O Series or Vertex Cloud integrations.
adjustment_tax_codedigital_product[v2] The tax code of the product the line item represents.

This column is available in version 2.
item_codeitem123The 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_id1234567890The Item ID maps to the system-generated unique ID of the item that was sold on this adjustment.
external_skuabc123The External SKU mapps to the user-specified SKU of the item that was sold on this adjustment.
tax_inclusivetrueIndicates whether the purchase is inclusive or exclusive of tax.