Adjustments — taxes - export

Maximize your reporting efficiency with the Adjustments - Taxes export section.

Overview

Required plan

This feature or setting is available to all customers on any Recurly subscription plan.

Definition

The Adjustments - Taxes export is designed for reporting on taxes calculated through Vertex. It is pertinent to note that for reporting on taxes calculated through Avalara, you should utilize the Adjustments export. This CSV file contains a row for each tax jurisdiction that is returned for a line item. Even line items without taxes will be included but as a single row in the export.

Filters

Time Range Filter

This export showcases adjustments alongside their respective taxes created during a predefined time range. It is important to note that the creation date of an adjustment coincides with the invoice issuance date unless the adjustment was initiated on the account uninvoiced, awaiting processing in the upcoming billing event.

Note: Adjustments are immutable; hence, a 'modified' time range option is non-existent.

Exports table

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To help you identify and organize information effectively, the export provides a structured table that contains the following columns:

Column Name	Example	Description	Data type (max size)
adjustment_uuid	34a302b4ed87c4eebeee4942b98b932f	The unique id for the line item.	varchar(32)
account_code	1234568	The unique code for the account.	varchar(50)
subscription_id	2f1f711a62b424391a690e4895a3f2a5	The unique id for the subscription associated with the line item.	varchar(32)
invoice_id	34a27fd20e668a389c064e43c183bcf1	The unique id for the invoice.	varchar(32)
invoice_number	1001	The invoice number displayed on the invoice.	string
invoice_billed_date	2016-08-03 16:26:26 UTC	The date the invoice was posted.	timestamp
invoice_state	pending, past_due, paid, failed, open, closed, voided, processing	The current state of the invoice.	varchar(32)
refund_tax_date	2016-08-03 16:26:26 UTC	Date of the original purchase invoice if the invoice is a refund or subscription change.	timestamp
refund_geo_code	123456789	Not applicable for Vertex O Series or Vertex Cloud integrations.	string
adjustment_description	Gold Plan	The line item description on the invoice.	varchar(255)
adjustment_product_code	gold_plan	The plan code, add-on code, or one-off charge product code for the line item’s product.	varchar(50)
adjustment_currency	USD	The currency of the line item.	varchar(3)
adjustment_amount	74.97	Pre-discount, pre-tax amount of the line item. If negative, it reflects a credit from a downgrade or refund.	numeric
adjustment_discount	49.99	The discount amount on the line item.	numeric
adjustment_coupon_code	5dollars_off	The coupon code applied to the line item for the discount.	string
tax_type	vat	The tax type represented in the row for the line item.	varchar(6)
jurisdiction	country, province, state, city, county, federal, district	The tax jurisdiction represented in the row for the line item.	string
jurisdiction_amount	1.31	The tax amount for the jurisdiction.	numeric
jurisdiction_rate	0.01744	The tax rate for the jurisdiction.	numeric
jurisdiction_description	Florida Communications Tax	The name of the imposition in the jurisdiction.	string
jurisdiction_name	france, united kingdom	The identifying name for the jurisdiction.	string
geo_code	123456789	Not applicable for Vertex O Series or Vertex Cloud integrations.	string
adjustment_tax_code	digital_product	The tax code of the product represented by the line item. Available from version 2.	string
classification	product_1		string
item_code	item123	The user-specified unique ID of the sold item on this adjustment. More details on this page.	varchar(50)
item_id	1234567890	The system-generated unique ID of the sold item on this adjustment.	string
external_sku	abc123	The user-specified SKU of the sold item on this adjustment.	varchar(50)
tax_region	US	Indicates the tax region.	string
tax_inclusive	true	Indicates whether the price includes tax.	boolean
business_entity_code	123456789	Indicates business entity code.	string
adjustment_api_id	e28zov4fw0v2	Adjustment API ID	string

Version changelog

Version 8 - Feb 5, 2025

Addition of adjustment_api_id.

Version 7 - May 15, 2023

Update to export made 8/20/2024: Merchants integrated directly with Vertex will now see the corresponding geocode values passed from Vertex populated in the "geo_code" field within this export. The "geocode" identifier passed serves as a specific way to pinpoint the location/address that was used for tax calculation on the invoice. This field provides accurate reporting for tax to state and local tax authorities. This field is also queryable via V2/V3 API.
Added business_entity_code column.