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Summary report field descriptions

Database columns and Description
Reporting column (groups)
Reporting column (columns)
In line level
In tax level
transaction_mth_last_date
Transaction Date rounded to the date of the end of the month
Transaction Period
Year
Yes
Yes
transaction_mth_last_date
Transaction Date rounded to the date of the end of the month
Transaction Period
Quarter
Yes
Yes
transaction_mth_last_date
Transaction Date rounded to the date of the end of the month
Transaction Period
Month
Yes
Yes
transaction_mth_last_date
Transaction Date rounded to the date of the end of the month
Custom Filter
Year
Yes
Yes
transaction_mth_last_date
Transaction Date rounded to the date of the end of the month
Custom Filter
Month
Yes
Yes
merchant_name
The identifier used by companies when calling Determination. This element tells Determination which company's calling it, allowing Determination to use the right company-specific settings.
Company
Company Name
Yes
Yes
merchant_role
The role the company plays in a given transaction: Buyer (B), Middleman (M) or Seller (S). Each role results in different transaction tax and reporting requirements.
Company
Company Role
Yes
Yes
commodity_code
A code that can be assigned to a product by a particular authority. In the EU, many member states have moved to using Harmonized Codes (similar to Commodity Codes) which can also be stored in this element. Commodity Codes provide an alternate way (in addition to product mappings) to match Determination products.
Product
Commodity Code
Yes
Yes
product_code
Your ERP system's product code for the product on this line. Product Codes are mapped to the Product Tree using Product Mappings.
Product
Product Code
Yes
Yes
taxable_country_name
Country name from the address that triggered the tax.
Jurisdiction
Taxable Country Name
No
Yes
taxable_state
State from the address that triggered the tax.
Jurisdiction
Taxable State
No
Yes
taxable_province
Province from the address that triggered this tax.
Jurisdiction
Taxable Province
No
Yes
taxable_county
County from the address that triggered the tax.
Jurisdiction
Taxable County
No
Yes
taxable_district
District from the address that triggered this tax.
Jurisdiction
Taxable District
No
Yes
taxable_city
City from the address that triggered the tax.
Jurisdiction
Taxable City
No
Yes
location_code
Authority location code for each tax authority.
Jurisdiction
Location Code
No
Yes
is_vct_applied
The VCT applied or not indicator.
Other
VCT Applied Flag
Yes
Yes
is_write_to_audit
The indicator for Write API - Future scope.
Other
Write to Audit Flag
Yes
Yes
exempt_reason
The exempt reason code that was used to select the tax rule resulting in the tax.
Other
Exempt Reason
No
Yes
authority_type
The type of authority.


Returned value's one of the following: City Rental, City Sales/Use, County Rental, County Sales/Use, District Rental, District Sales/Use, EXC, State Rental, State Sales/Use (US). CST, DPH, EXC, FCP, FCP-ST, GCT, GIT, GST, HST, ICMS, IGIC, IGV, IMI, IPI, IPSI, ISS, IST, ISV, ITBIS, ITBM, IVA, KDV, MOT, MVA, MWST, PIS, PST, PVM, QST, ST, TVA, VAT (INTL).

Authority
Authority Type
No
Yes
authority_name
The name of the current authority for which data's being returned.
Authority
Authority Name
No
Yes
tax_type
The type of tax applied to a tax result; for example: sales, consumer use, or zero rate.


By default, the tax type's determined automatically. You can override it with configuration or in the XML input. Some tax types are specific to either US or International transactions.

Tax
Tax Type
No
Yes
tax_direction
The tax direction specifies Input/Output values for VAT recovery identification.
Tax
Tax Direction
No
Yes
tax_treatment
Flag that indicates alternative tax treatment after Determination performs its calculation: D: Deferred, DI: Deferred Invoice, DP: Deferred Payment.
Tax
Tax Treatment
No
Yes
tax_rate_code
The tax rate code associated with the applied rate.
Tax
Tax Rate Code
No
Yes
tax_rate
The rate of taxation for the authority.
Tax
Tax Rate
No
Yes
calc_global_gross_amount
Gross Amount summarized at the INVOICE level.
Tax
Global Gross Amount
Yes
Yes
calc_global_calculated_gross_amount
Calculated Gross Amount summarized at the INVOICE level.
Tax
Global Calculated Gross Amount
Yes
Yes
sum_gross_amount
Gross Amount summarized at the LINE TAX level.
Tax
Gross Amount
No
Yes
sum_taxable_basis
Taxable Basis summarized at the LINE TAX level.
Tax
Taxable Basis
No
Yes
sum_tax_amount
Tax Amount summarized at the LINE TAX level.
Tax
Tax Amount
Yes
Yes
sum_fee_amount
Fee Amount summarized at the LINE TAX level.
Tax
Fee Amount
Yes
Yes
sum_exempt_amount
Exempt Amount summarized at the LINE TAX level.
Tax
Exempt Amount
Yes
Yes

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax
  • Subject: Reports

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