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.
- 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.
Coupa use the field Name to lookup an existing record.
Tax code rule columns
|Column Name||Req'd||Unique||Field Type||Field Description||Allowable Values|
|Tax Code *||Yes||No||Required. Tax code to be applied. Usually the values defined based on the buyer's ERP tax codes.|
|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 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 /
|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|
|Commodity Name||No||No||string(255)||Commodity Name|
|Supplier Name||No||No||string(255)||Supplier Name|
|Cash Accounting Scheme Reference||No||No||Cash Accounting Scheme Reference that this rule applies to||any|
|Tax Reference||No||No||string(255)||Tax Reference that this rule applies to||any|
|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.||ISO alpha-2, alpha-3 or numeric code|
|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.
|ISO alpha-2, alpha-3 or numeric code|
|Expense Category Key||Yes||No||Associates the tax code with an expense category.||any|
|Jurisdiction Origin Country Code||No||No||Jurisdiction Origin Country Code||ISO alpha-2, alpha-3 or numeric code|
|Jurisdiction Destination Country Code||No||No||Jurisdiction Destination Country Code||ISO alpha-2, alpha-3 or numeric code|
|Effective Date*||Yes||No||datetime||Required. Date when the rule will be activated||MM/DD/YYYY|
|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.|
Domestic, Intra-EU, Cross-Border
|intra_eu, domestic, cross_border, domestic, Intra-EU, Cross-Border|
|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 as a number, exempt, or reverse charge.
|Tax rate as a number, exempt, reverse charge, or out of scope|
|Document Type||No||No||string(255)||Type of document - invoices, expenses||any|
|Jurisdiction Origin Country State||No||No||string(255)||Jurisdiction Origin Country State|
|Jurisdiction Destination Country State||No||No||string(255)||Jurisdiction Destination Country State|
|Customer Accounting||No||No||boolean||Whether or not the tax rate is customer accounting||any|
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|
|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|
|End Date||No||No||datetime||Date when the rule will be deactivated|
|Active||No||No||boolean||Whether or not the rule should be evaluated||Yes, No|