Create a taxation item

Creates a taxation item.

SecuritybearerAuth
Request
query Parameters
fields[]
Array of strings

Allows you to specify which fields are returned in the response.

Accepted values custom_fields, created_by_id, updated_by_id, created_time, id, updated_time, amount, amount_exempt, tax_date, jurisdiction, location_code, name, sales_tax_payable_account, tax_code, tax_code_name, tax_rate, tax_rate_name, tax_inclusive, tax_rate_type, amount_credited, amount_paid, remaining_balance

Example: fields[]=id,created_time
expand[]
Array of strings

Allows you to expand responses by including related object information in a single call. See the Expand responses section of the Quickstart API Tutorials for detailed instructions.

filter[]
Array of strings

A case-sensitive filter on the list. See the Filter lists section of the Quickstart API Tutorial for detailed instructions.
Note that the filters on this operation are only applicable to the related objects. For example, when you are calling the "Retrieve a billing document" operation, you can use the filter[] parameter on the related objects such as filter[]=items[account_id].EQ:8ad09e208858b5cf0188595208151c63

page_size
integer [ 1 .. 99 ]

The maximum number of results to return in a single page. If the specified page_size is less than 1 or greater than 99, Zuora will return a 400 error.

header Parameters
zuora-track-id
string

A custom identifier for tracking API requests. If you set a value for this header, Zuora returns the same value in the response header. This header enables you to track your API calls to assist with troubleshooting in the event of an issue. The value of this field must use the US-ASCII character set and must not include any of the following characters: colon (:), semicolon (;), double quote ("), or quote (').

async
boolean
Default: false

Making asynchronous requests allows you to scale your applications more efficiently by leveraging Zuora's infrastructure to enqueue and execute requests for you without blocking. These requests also use built-in retry semantics, which makes them much less likely to fail for non-deterministic reasons, even in extreme high-throughput scenarios. Meanwhile, when you send a request to one of these endpoints, you can expect to receive a response in less than 150 milliseconds and these calls are unlikely to trigger rate limit errors. If set to true, Zuora returns a 202 Accepted response, and the response body contains only a request ID.

zuora-entity-ids
string

An entity ID. If you have Multi-entity enabled and the authorization token is valid for more than one entity, you must use this header to specify which entity to perform the operation on. If the authorization token is only valid for a single entity or you do not have Multi-entity enabled, you do not need to set this header.

idempotency-key
string

Specify a unique idempotency key if you want to perform an idempotent POST or PATCH request. Do not use this header in other request types. This idempotency key should be a unique value, and the Zuora server identifies subsequent retries of the same request using this value. For more information, see Idempotent Requests.

accept-encoding
string

Include a accept-encoding: gzip header to compress responses, which can reduce the bandwidth required for a response. If specified, Zuora automatically compresses responses that contain over 1000 bytes. For more information about this header, see Request and Response Compression.

content-encoding
string

Include a content-encoding: gzip header to compress a request. Upload a gzipped file for the payload if you specify this header. For more information, see Request and Response Compression.

Request Body schema: application/json
required
on_account_account
string

An active account in your Zuora Chart of Accounts.

amount_exempt
number

The calculated tax amount excluded due to the exemption.

invoice_item_id
string

Unique identifier of the invoice item to which the taxation item applies. This field is required if you are creating a credit memo or debit memo from an invoice, and is not applicable if you are creating an invoice..

jurisdiction
string <= 32 characters

The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.

location_code
string <= 32 characters

The identifier for the location based on the value of the tax_code field.

name
required
string <= 128 characters

The name of the taxation item.

amount
required
number

The amount of the tax applied to the total price.

tax_code
required
string

A tax code identifier. If a tax_code of a price is not provided when you create or update a price, Zuora will treat the charged amount as non-taxable. If this code is provide, Zuora considers that this price is taxable and the charged amount will be handled accordingly.

tax_code_name
string

The amount of the tax applied to the total price.

tax_date
required
string <date>

The date on which the tax is applied.

tax_rate
required
number

The amount of the tax applied to the total price.

tax_rate_name
string

The name of the tax rate, such as sales tax or GST. This name is displayed on billing documents.

tax_rate_type
string

Indicates whether the tax rate is an amount or a percentage.

Enum: "percent" "amount"
source_tax_item_id
string

The ID of the taxation item of the invoice, from which the credit or debit memo is created. This field is only applicable when the type of the billing document is credit_memo and debit_memo.

tax_inclusive
boolean

If set to true, it indicates that amounts are inclusive of tax.

Responses
201

Default Response

400

Bad Request

401

Unauthorized

404

Not Found

405

Method Not Allowed

429

Too Many Requests

500

Internal Server Error

502

Bad Gateway

503

Service Unavailable

504

Gateway Timeout

post/taxation_items
Request samples
application/json
{
  • "name": "tax",
  • "amount": 12,
  • "tax_code": "Maintenance Charges",
  • "tax_date": "2022-01-12",
  • "tax_rate": 1,
  • "amount_exempt": 2,
  • "tax_inclusive": false,
  • "invoice_item_id": "8ad086ec85a701ce0185a782b1db3b74"
}
Response samples
application/json
{
  • "id": "8ad08ccf8437067601843a7af4e64rq3",
  • "updated_by_id": "2c92c0946a6dffc0016a7faab604299b",
  • "updated_time": "2023-01-18T10:21:27-08:00",
  • "created_by_id": "2c92c0946a6dffc0016a7faab604299b",
  • "created_time": "2023-01-12T11:43:57-08:00",
  • "custom_fields": { },
  • "jurisdiction": "Forsyth",
  • "location_code": "123",
  • "name": "County Charge",
  • "amount": 0,
  • "tax_code": "Maintenance Charges",
  • "tax_date": "2022-01-12",
  • "tax_rate": 1,
  • "tax_rate_name": "Charge",
  • "amount_exempt": 0,
  • "remaining_balance": 0,
  • "amount_credited": 0,
  • "amount_paid": 0,
  • "tax_inclusive": false
}