What data is in the Adjustments - Taxes Export?

The Adjustments - Taxes export is for reporting on taxes calculated through Vertex. If you need to report on taxes calculated through Avalara, use the Adjustments export. This csv includes a row for each tax jurisdiction returned for a line item. Line items without taxes will be included as a single row.

 

Date Range Filter

This export's date range is when the adjustment was created, which will be the same date as when the invoice was issued unless the adjustment was created on the account uninvoiced to be picked up in the next billing event.

 

Export Contents

 

Column Name Example Description
adjustment_uuid 34a302b4ed87c4eebeee4942b98b932f The unique id for the line item.
account_code 1234568 The unique code for the account.
subscription_id 2f1f711a62b424391a690e4895a3f2a5 The unique id for the subscription associated with the line item.
invoice_id 34a27fd20e668a389c064e43c183bcf1 The unique id for the invoice.
invoice_number  1001 The invoice number displayed on the invoice.
invoice_billed_date 2016-08-03 16:26:26 UTC The date the invoice was posted.
invoice_state pending, past_due, paid, failed, open, closed, voided, processing iThe current state of the invoice.
refund_tax_date 2016-08-03 16:26:26 UTC If the invoice is a refund or subscription change, the date of the original purchase invoice.
refund_geo_code 123456789 Will not populate Vertex O Series or Vertex Cloud integrations. 
adjustment_description Gold Plan The line item description on the invoice.
adjustment_product_code gold_plan  The plan code, add-on code, or one-off charge product code for the line item’s product.
adjustment_currency USD The currency of the line item.
adjustment_amount  74.97 The amount of the line item before discounts and taxes. If negative, reflects a credit from a downgrade or refund.
adjustment_discount 49.99 The discount amount on the line item.
adjustment_coupon_code 5dollars_off The coupon code for the discount amount on the line item.
tax_type vat The tax type of the line item the row represents.
jurisdiction country, province, state, city, county, federal, district The line item’s tax type’s jurisdiction, which the row represents.
jurisdiction_amount 1.31 The jurisdiction’s tax amount.
jurisdiction_rate 0.01744 The jurisdiction’s tax rate.
jurisdiction_description Florida Communications Tax The imposition name of the jurisdiction.
jurisdiction_name france, united kingdom The identifying name for the jurisdiction.
geo_code 123456789 Will not populate Vertex O Series or Vertex Cloud integrations.
adjustment_tax_code digital_product

[v2] The tax code of the product the line item represents.

This column is available in version 2.