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Tax Code Rule Import

Overview

Tax lines on invoices are evaluated against every tax code rule to find which tax lines should be linked to a tax code from your ERP. When your tax lines are properly encoded your enterprise can more easily use your ERP to reclaim VAT withholding. 

Every compliant invoice received will be evaluated against every tax code rule row.  If any tax lines match all of the tax code rule field entries for a row then that tax code link is applied.

How It Works

Tax code rules defined in this record are used to set the appropriate tax code on invoice lines and the invoice header when all row field entries match a tax line.

You can create and revise tax code rules by CSV flat file upload using the Coupa UI at  /tax_code_rules.  Tax code rules can't be loaded using SFTP.

Tax code rules will run once an invoice is submitted for the first time. After that, if any details or rules have been updated or changed, users with appropriate permission can click the Apply Tax Code Rules button to re-run the invoice through the tax code rules. Coupa doesn't run invoices through the rules at each step of the invoice workflow. For more information on each field, see Tax Code Rules.

Notes:

Order of the columns below does not reflect the order presented in the CSV template download. Order of columns in a CSV file upload does not matter.

The fields displayed at the top of the table: ID, Name, Effective Date, End Date, Active, Priority, Tax Code and Tax Country Code are metadata about the tax code rule where value of Tax Code is the tag or link applied to the invoice tax line that matches the tax code rule values set in any of the other fields. 

Values set in the remaining fields are evaluated as a set where all values defined must match an invoice tax line for the tax code rule to be applied.

Tax Code Rule Columns

Column Name Req'd Unique Field Type Field Description Allowable Values
ID No Yes integer

Coupa unique identifier. If blank on upload, a new rule is created. If populated the existing rule with that ID is updated. 

System assigned integers
Name No No string(255) Unique rule name Any unique value
Effective Date* Yes No datetime Required. Date when the rule will be activated MM/DD/YYYY 
End Date No No datetime Date when the rule will be deactivated Date when the rule will be deactivated
Active No No boolean Whether or not the rule should be evaluated Yes, No
Priority* Yes No integer Required. Numeric priority from 1 to 100. Priority 1 takes precedence. 50 is default. Numeric priority from 1 to 100. Priority 1 takes precedence. 50 is default.
Tax Code * Yes No   Required. Tax code to be applied. Usually the values are buyer data defined by the ERP.  
Tax Code Country Code No No   Country of tax code. If not country-specific, leave blank Valid ISO country codes only. Leave blank if not country-specific.
Chart of Accounts* Yes No string(255) Required. Name the Chart of Accounts to which this tax code rule is applied. Name of the Chart of Accounts that this rule applies to
Buyer Fiscal Rep. Country Code No No  

Buyer Fiscal Rep. Country Code - ISO alpha-2, alpha-3 or numeric code from the chart of accounts record where tax registration and VAT ID may be set.

Buyer Fiscal Rep. Country Code - ISO alpha-2, alpha-3 or numeric code
Buyer Tax Registration Number No No  

Buyer Tax registration number to which this rule applies.

Only applicable to Buyer Created/Non Compliant invoices if 'Bill to Address' is enabled on the default presentation. 

Buyer Tax registration number that this rule applies to
Tax Rate Type Country Code No No   Country code of tax type for CSP and compliant invoices only Valid ISO country codes only.
Tax Rate Type Description No /
Yes
No   Type of tax - VAT, TAX, GST, PST, etc for CSP and compliant invoices only. Required if Tax Rate Type Country Code is used.  VAT, TAX, GST, PST, etc
Jurisdiction No No string(255)

Domestic, Intra-EU, Cross-Border
Does not have to be compliant, but must be through CSP. 

intra_eu, domestic, cross_border, Domestic, Intra-EU, Cross-Border
Supplier Fiscal Rep. Country Code No No   Supplier Fiscal Rep. Country Code - ISO alpha-2, alpha-3 or numeric code for CSP and compliant invoices. Supplier Fiscal Rep. Country Code - ISO alpha-2, alpha-3 or numeric code
Category No No string(255) Goods or services goods, services
Subcategory No No string(255) Raw materials, Investment Goods, Services Exceptions raw_materials, investment_goods, services_exceptions
Deductibility No No string(255) Fully, Partially, Not fully_deductible, partially_deductible, not_deductible, Fully, Partially, Not
Tax Rate No No string(255)

Tax rate as a number, exempt, or reverse charge.
Field is only required to be populated on compliant invoices but is available for all. 

Tax rate as a number, exempt, or reverse charge
Account Segment 1 No No string(255) Chart of accounts segment 1 value Chart of accounts segment 1 value
Account Segment 2 No No string(255) Chart of accounts segment 2 value Chart of accounts segment 2 value
Account Segment 3 No No string(255) Chart of accounts segment 3 value Chart of accounts segment 3 value
Account Segment 4 No No string(255) Chart of accounts segment 4 value Chart of accounts segment 4 value
Account Segment 5 No No string(255) Chart of accounts segment 5 value Chart of accounts segment 5 value