Tax Configuration Mandatory Fields

Learn about the mandatory fields for the O Series Tax Configuration APIs.

Tax Configuration API mandatory fields

In general, the id field is required to retrieve, update, or delete tax configurations, and additional, configuration-specific fields are required to create or update tax configurations.

Mandatory taxability category fields

The id field is required to retrieve a tax category by ID or to retrieve a tax category and all descendants by ID.

FieldRequestsDescription
id

Retrieve a Taxability Category by ID

List Taxability Category Descendants

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Example: 123e4567-e89b-12d3-a456-426614174000

taxability category id

Mandatory commodity code fields

  • The type field is required to retrieve a list of commodity codes for a type.
  • The type and codevalue fields are required to retrieve commodity code mapping for a commodity code.
FieldRequestsDescription
type

List Commodity Codes for a Type

Retrieve Mapping for a Commodity Code

string ([ 1 .. 60 ] characters)

Commodity code type

codevalueRetrieve Mapping for a Commodity Code

string ([ 1 .. 40 ] characters)

Commodity code value

Mandatory taxability driver fields

  • The id field is required to retrieve a taxability driver by ID, update a taxability driver, or delete a taxability driver.
  • The code, name, owningTaxpayerId, and startDate fields are required to create a taxability driver or to update a taxability driver.
FieldRequestsDescription
id

Retrieve a Taxability Driver by ID

Update a Taxability Driver

Delete a Taxability Driver

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Example: 123e4567-e89b-12d3-a456-426614174000

driver id

code

Create a Taxability Driver

Update a Taxability Driver

string ([ 1 .. 40 ] characters )

External System identifier for the driver

nameCreate a Taxability Driver

string ([ 1 .. 60 ] characters)

Full Name for driver.

owningTaxpayerId

Create a Taxability Driver

Update a Taxability Driver

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Stringified UUIDv4. See RFC 4112

startDate

Create a Taxability Driver

Update a Taxability Driver

string <date>

The date when the taxability driver becomes effective

nameUpdate a Taxability Driver

string ([ 1 .. 60 ]characters)

Full name for driver.

Mandatory location fields

  • The id field is required to retrieve a location by ID, to update location configuration, or to delete a location.
  • The taxAreaId, locationCode, name, owningPartyId, postalAddress, registrationCode, and startDate fields are required to create locations or to update location configuration.
FieldRequestsDescription
id

Retrieve a Location by ID

Update a Location

Delete a Location

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Example: 123e4567-e89b-12d3-a456-426614174000

location id

taxAreaId

Create Locations

Update a Location

string

The distinct tax area identifier for the location

locationCode

Create Locations

Update a Location

string ([ 1 .. 20 ] characters)

A client specified code for the location.

name

Create Locations

Update a Location

string ([ 1 .. 60 ] characters)

A client specified name for the location.

owningPartyId

Create Locations

Update a Location

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Stringified UUIDv4. See RFC 4112

postalAddress

Create Locations

Update a Location

object (PostalAddress)

A postal address for a location.

registrationCode

Create Locations

Update a Location

string ([ 1 .. 20 ] characters)

A tax authority specified identifier for the location

startDate

Create Locations

Update a Location

string <date>

The date when the location becomes effective

Mandatory mapping fields

  • The mappedEntities, categoryId, and startDate fields are required to create a taxability mapping.
  • The id field is required to retrieve a taxability mapping by ID or to delete a mapping.
FieldRequestsDescription
id

Retrieve a Taxability Mapping by ID

Delete a Taxability Mapping

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Example: 123e4567-e89b-12d3-a456-426614174000

Mapping id

mappedEntitiesCreate a Taxability Mapping

object (MappedEntities)

The entities that can be mapped to a taxability category. You can map a taxpayer to a category, a taxability driver to a category, a taxpayer and a taxability driver to a category, or map different types of drivers to a category.

categoryIdCreate a Taxability Mapping

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Stringified UUIDv4. See RFC 4112

startDateCreate a Taxability Mapping

string <date>

The date when the taxability mapping becomes effective

Mandatory registration fields

  • The registeredJurisdiction, owningPartyId, and startDate fields are required to create registrations or to update registrations.
  • The id field is required to retrieve registrations by ID, to update registrations, or to delete registrations.
FieldRequestsDescription
id

Retrieve a Registration by ID

Update a Registration

Delete a Registration

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Example: 123e4567-e89b-12d3-a456-426614174000

registration id

registeredJurisdiction

Create Registrations

Update a Registration

object (RegisteredJurisdiction)

Represents a government entity. The jurisdiction is best identified by the globally unique id property. Otherwise, jurisdictions provided on request will be matched based on the other properties that are available to the requester, such as name, country, and level. These must be sufficient to uniquely identify the jurisdiction.

owningPartyId

Create Registrations

Update a Registration

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Stringified UUIDv4. See RFC 4112

startDate

Create Registrations

Update a Registration

string <date>

The date when the registration becomes effective

Mandatory taxpayer fields

  • The code, name, and startDate fields are required to create a taxpayer or to update a taxpayer.
  • The id field is required to retrieve a taxpayer by ID or to update a taxpayer.
FieldRequestDescription
id

Retrieve a Taxpayer by ID

Update a Taxpayer

string (UUID) [0-9A-Fa-f]{8}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{4}-[0-9A-Fa-f]{12}

Example: 123e4567-e89b-12d3-a456-426614174000

taxpayer id

code

Create a Taxpayer

Update a Taxpayer

string ([ 1 .. 40 ] characters0)

External System identifier for the taxpayer.

name

Create a Taxpayer

Update a Taxpayer

string ([ 1 .. 60 ] characters)

Full Name for the taxpayer.

startDate

Create a Taxpayer

Update a Taxpayer

string <date>

The date when the taxpayer becomes effective


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