Credit Taxation Item Data Source
This feature is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memos, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information.
Use this data source to export information about credit memo taxation. Each row represents one line of taxation record on a credit memo.
Data Source
Navigation: Reporting > Data Sources and select Credit Taxation Item as the data source.
Data Source Detail
Base Object Description
Descriptions for the base Zuora object.
Zuora Object | Description |
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Credit Taxation Item |
Taxation records on credit memos. It includes the following fields:
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Related Object Descriptions
Descriptions for related Zuora objects are listed in alphabetical order.
Zuora Object | Description |
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Account | The account that made the payment. |
AccountingPeriod |
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:
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Accounts Receivable Accounting Code |
Accounting code for accounts receivable. Contains the following fields:
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Amendment |
The change made to subscription. Contains the following fields:
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Bill To | The Bill-To Contact of the Account. |
Credit Memo |
Credit memos that you issued to your customers to reduce invoice and account balances. It includes the following fields:
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Credit Memo Item |
Line items on credit memos. It includes the following fields:
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Credit Taxation Item FX Data |
Contains Home Currency and Reporting Currency information. To enable this option, submit a request at Zuora Global Support. |
Default Payment Method |
The default payment method used to make payments. |
Entity |
The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:
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Invoice | The invoice to which the payment is applied. |
Journal Entry |
Represents a Zuora transaction recorded as a debit and credit. Includes the following fields:
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Journal Run |
Automated process for creating journal entries from Zuora transactions. Includes the following fields:
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On-Account Accounting Code |
Accounting code for credit memos. It includes the following fields:
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Parent Account |
Refers to the parent account associated with the customer account, if applicable. |
Product |
The product information. Contains the following fields:
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Product Rate Plan |
The rate plan coming from the product catalog. Contains the following fields:
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Product Rate Plan Charge |
The product rate plan charge information coming from the product catalog. Contains the following fields:
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Rate Plan |
Refers to the rate plan or pricing plan information associated with the subscription. Contains the following fields:
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Rate Plan Charge |
The charge information associated with the subscription. Contains the following fields:
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Sales Tax Payable Accounting Code |
Accounting code for sales tax payable. Contains the following fields:
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Sold To | The Sold-To Contact of the Account. |
Subscription |
The subscription to which the rate plan is associated. Contains the following fields:
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Taxation Item | Related taxation record. |