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Knowledge Center > Reporting > Data Sources and Exports > Data Source Reference > Taxation Item Data Source

Taxation Item Data Source

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

Taxation Item Data Source

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 information. This object is only used for Zuora Multi-entity.

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.

Subscription

The subscription the invoice item belongs to.

Taxable Item Snapshot

Tax information when creating taxes.

This feature is in Limited Availability. If you wish 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
  • 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
Last modified
22:10, 7 Dec 2016

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