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.
|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.|
[v2] The tax code of the product the line item represents.
This column is available in version 2.