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Coupa Success Portal

Tax Code Import

Overview

The tax code loader isn't available as an integration, and can only be used through the UI at /tax_codes.

The Code column is the key column, and must be unique.

Tax Code Columns

Column Name Description Req'd Unique Type Allowable Values
Country Code Country Code No No string(4) Any
Tax Rate Percentage Compliance only: Used to specify the tax percentage amount. Only required for compliant invoices. Yes No float Any
Tax Rate Exempt? Compliance only: Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for an exempt tax rate No No boolean Yes/No, True/False
Tax Rate Reverse Charge? Compliance only: Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for a reverse charge tax rate No No boolean Yes/No, True/False
Tax Rate Description Compliance only: Descriptive line for the type of tax No No string(255) Any
Withholding Tax Type Determines the type of witholding tax type. Can create new witholding tax types. No No string(255) Any
Enterprise Name Name of the enterprise that this tax code belongs to No No string(100) Any
Supplier Name Used to map withholding taxes to a supplier No No string(100) Any
Code Tax code identifier, usually from the ERP Yes Yes string(255) Any
Percentage Tax Percentage amount for standard tax codes Yes No float Any
Description Tax Description No No string(255) Any
Enforce VAT Rules Determines if VAT rules are enforced No No boolean Yes/No, True/False
Active Determines if the tax code is enabled or disabled No No boolean Yes/No, True/False
Effective Date The date when the tax code will become active No No datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Is Withholding? Determines if the tax is a withholding tax or standard tax. No No boolean Yes/No, True/False
Subtract from Gross Determines if the tax will be withheld from the supplier? No No boolean Yes/No, True/False

Compliance users must also specify standard fields. For example, if specifying Tax Rate Percentage, you still have to specify the same value in Percentage.  

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