Tax Item fields

Learn about the Tax Item fields.

Zuora supports multi-level nested tables within the tax items table.

You can customize your debit memo templates to display tax items in nested tables. In nested tables, you can group and subtotal complex tax items by any supported merge fields or custom fields. For more information, see Grouping and Subtotal Functions in Nested Tables .

If you enable Unified Invoicing , the values of some Tax Item fields depend on the source of the corresponding taxation item.

Note:

These fields are available only if you have enabled one of the tax automation options in Zuora.


Merge field	Subscription invoice item	Invoice Item from ProductRatePlanCharge	Standalone invoice item
TaxItem.AmountWithoutTax	Subtotal of all charges without any taxes. Example: $12.80
TaxItem.ChargeDescription	The description of the charge (in the Product Catalog) that is related to the taxation. Example: One Time Fee	empty	empty
TaxItem.ChargeName	The name of the charge (in the Product Catalog) that is related to the taxation. Example: Best Product Ever - Gold Edition: Activation Fee	empty	empty
TaxItem.ChargePeriod	The period of the charge (in the Product Catalog) that is related to the taxation. Example: Month	empty	empty
TaxItem.ProductDescription	The description of the product (in the Product Catalog) of the subscription charge that is related to the taxation. Example: Includes so many features If the memo item is created from a product rate plan charge, the value of this field is empty. If the memo item is created from an invoice item, the value of this field is from the product associated with the invoice item. If the memo item is created from a billing engine, the value of this field is from the product associated with the subscription component.	The description of the corresponding product (in the Product Catalog) that is related to the taxation. Example: Includes so many features	empty
TaxItem.ProductName	The product name of the subscription charge related to the taxation. Example: Best Product Ever If the memo item is created from a product rate plan charge, the value of this field is empty. If the memo item is created from an invoice item, the value of this field is from the product associated with the invoice item. If the memo item is created from a billing engine, the value of this field is from the product associated with the subscription component.	The name of the corresponding product (in the Product Catalog) that is related to the taxation. Example: Best Product Ever	empty
TaxItem.ProductSKU	The product SKU number (in the Product Catalog) of the subscription charge that is related to the taxation. Example: SKU-18412 This field cannot be translated. If the memo item is created from a product rate plan charge, the value of this field is empty. If the memo item is created from an invoice item, the value of this field is from the product associated with the invoice item. If the memo item is created from a billing engine, the value of this field is from the product associated with the subscription component.	The SKU number of the corresponding product (in the Product Catalog) that is related to the taxation. Example: SKU-18410 This field cannot be translated.	empty
TaxItem.RatePlanDescription	The description of the product rate plan (in the Product Catalog) of the subscription charge that is related to taxation. Example: Gold Edition includes all features from the Silver Edition	empty	empty
TaxItem.RatePlanName	The pricing plan (in the Product Catalog) of the subscription charge related to the taxation. Example: Best Product Ever - Gold Edition	empty	empty
TaxItem.SubscriptionNotes	The notes of the subscription that is related to the taxation. Example: Notes about the Subscription	empty	empty
TaxItem.SubscriptionNumber	The subscription number that is related to the taxation. Example: 82419391339-ABC This field cannot be translated.	empty	empty
TaxItem.TaxAccountingCode	This accounting code is associated to the taxes in the Invoice Details Export. Example: 12987113-Tax
TaxItem.TaxAmount	The amount of the tax applied to the charge. Example: $12.00
TaxItem.TaxCode	The tax code identifies which tax rules and tax rates to apply to a specific charge. See Set Up Taxation Codes . Values: a string of 32 characters or fewer Example : TaxCode1000
TaxItem.TaxCodeDescription	The description of the tax code. Values: a string of 255 characters or fewer Example: This tax code is used for testing.
TaxItem.TaxItemDate	The date that the tax is applied to the charge. Values: a valid date formatted MM/dd/yyyy Example : 01/01/2009
TaxItem.TaxJurisdiction	The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city. Example: County
TaxItem.TaxLocationCode	The identifier for the location based on the value of the `TaxCode` field. Values: automatically generated Example: 131301
TaxItem.TaxName	The name of the tax rate, such as sales tax or GST. This name is displayed on invoices. Values: a string of 128 characters or fewer Example: Sales Tax
TaxItem.TaxRate	The tax rate applied to the charge. Values: a valid decimal value Example : 0.08
TaxItem.TaxRateDescription	The description of the tax rate. Example: State: 0.06
TaxItem.TaxRateType	The type of the tax rate applied to the charge. Values: `Percentage`, `FlatFee` Example : Percentage

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Tax Item fields

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