Customer invoice taxes
The tax base, rate, and amount on one customer invoice line.
- API name:
financesinvoicetaxes - Domain: Finances
- Modules: Sales analytics, Finance analytics, Finances
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Invoice | financesinvoiceId | Reference | Yes | |
| Line source | financesinvoiceitemId | Reference | Yes | |
| Sequence | sequence | Whole Number | Yes | Whole number without fractional part. |
| Tax | taxId | Reference | Yes | |
| Determination date | date | Date | Yes | Date used to choose the rules and the rate. It is not the legal moment the tax becomes due. |
| Quantity | quantity | Decimal | Quantity in the catalog unit after any unit conversion on the line. | |
| Nature | nature | Constant | Yes | Whether the tax is charged to the customer or withheld. |
| Treatment | treatment | Constant | Yes | How the tax code applies: taxable, exempt, out of scope, or reverse charge. |
| Basis | basis | Constant | Yes | Whether the tax is a percent of the base or an amount per unit. |
| Rate | rate | Percent | Percent or per-unit rate the engine applied, per the component unit source. | |
| Compounds on earlier taxes | compounds | Boolean | Yes | When enabled, the related rule or behavior applies to this record. |
| Included in price | included | Boolean | Yes | When enabled, the related rule or behavior applies to this record. |
| Origin | origin | Constant | Yes | Whether the assessment was determined, copied from another document, entered manually, or carried from a previous system. |
| Amount per unit | amountPerUnit | Currency | Amount in the document or line currency. | |
| Tax base | base | Currency | Yes | Amount in the document or line currency. |
| Amount | amount | Currency | Yes | Monetary amount in the applicable currency for this record. |
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Sent by | sentBy | User | ||
| Sent at | sentAt | Date and Time | ||
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.
| Field | Points to | Kind |
|---|---|---|
Invoice financesinvoiceId | Invoices | reference |
Line source financesinvoiceitemId | Customer invoice line items | owned by |
Tax taxId | Company taxes | reference |
Actions
What you can do with a record. Every action also sends the webhook event financesinvoicetaxes.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new tax. | App · API · MCP · CLI |
| Edit | update | Save changes to this tax. | App · API · MCP · CLI |
| Delete | delete | Delete this tax and the data that belongs with it. This cannot be undone. | App · API · MCP · CLI |