Taxation Item Data Source

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Use this data source to export taxation information. This data source includes information on Account, Product, Subscription, Charges, and RatePlans. Each row represents one line of taxation record on invoice item.

Objects Available in the Data Source

Base Object Description

Object

Description

Taxation Item

This is the base object for the Taxation Item Data Source Export. Contains the following fields:

Accounting Code
Balance
Country
Created By ID
Created Date
Credit Amount
Customer Code
Exempt Amount
Exempt Certificate
ID
Jurisdiction
Location Code
Name
Payment Amount
Seller Registration
Tax Amount
Tax Amount Unrounded
Tax Code
Tax Code Description
Tax Date
Tax Description
Tax Mode
Tax Rate
Tax Rate Description
Tax Rate Type
Updated By ID
Updated Date

Related Zuora Objects

Object	Description
Account	The customer account and corresponding details.
Accounting Period	Periods of time that represents the financial calendar of your company. Used to assist with accounting close activities and financial reporting. Contains the following fields: Created By ID Created Date End Date Fiscal Quarter Fiscal Year ID Name Notes Start Date Status Updated By ID Updated Date
Accounts Receivable Accounting Code	Accounting code for accounts receivable. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Amendment	The amendment that is tied to the invoice item, if applicable.
Bill To Contact	The contact of the entity/person to whom you bill for your product or service.
Entity	The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields: Address 1 Address 2 City Country Created By ID Created Date Display Name Email ID Name Postal Code State Updated By ID Updated Date
Invoice	Invoice that contains the invoice item.
Invoice	Invoice that taxation was applied to.
Invoice Item	Invoice item that the taxation item was applied to.
Journal Entry	Represents a Zuora transaction recorded as a debit and credit. Includes the following fields: Created By ID Created Date Currency ID Journal Entry Date Notes Number [Segment Name]: One or more fields representing the name of each segment created. These fields become available for export on this data source only if they are used by the GL segmentation rule. Status Transaction Count Transaction Type Transfer Date Transferred By Transferred To Accounting Update By ID Updated Date This object is available on this data source only when Zuora Finance is enabled on your tenant.
Journal Run	Automated process for creating journal entries from Zuora transactions. Includes the following fields: Created By ID Created Date ID Number Process End Date Time Process Start Date Time Status Target Date Type Target End Date Target Start Date Total Journal Entry Count Updated By ID Updated Date This object is available on this data source only when Zuora Finance is enabled on your tenant.
Product	The product related to the taxation.
Product Rate Plan	The pricing plan (in the Product Catalog) related to the taxation.
Product Rate Plan Charge	The charge (in the Product Catalog) that is related to the taxation.
Rate Plan	The pricing plan (for the subscription) that is related to the taxation.
Rate Plan Charge	The charge (for the subscription) that is related to the taxation.
Sales Tax Payable Accounting Code	Accounting code for sales tax payable. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Sold To Contact	The contact of the entity/person to whom your product or service is sold.
Taxation Item FX Data	Contains Home Currency and Reporting Currency information. To enable this option, submit a request at Zuora Global Support.
Subscription	The subscription the invoice item belongs to.
Taxable Item Snapshot	Tax information when creating taxes. This feature is in Limited Availability. If you want to have access to the feature, submit a request at Zuora Global Support. Contains the following fields: Company Code Created by ID Created Date Destination Address City Destination Address Country Destination Address County Destination Address Line 1 Destination Address Line 2 Destination Address Postal Code Destination Address Region Destination Address State Entity/Use Code ID Item Type Tax Code Name Tax Date Tax Exempt Certificate ID Tax Exempt Certificate Type Tax Exempt Description Tax Exempt Effective Date Tax Exempt Expiration Date Tax Exempt Issuing Jurisdiction Tax Exempt Status Tax Mode Taxable Item ID VAT ID