Data Dictionary

Line Item Taxability With LocationId Report

OVERVIEWFIELDS

Overview

The Line Item Level Taxability Report with Location from SureTax offers an in-depth analysis of individual sales transactions and their tax liabilities, incorporating detailed location-specific information. This report captures essential data including client names, business units, and tracking parameters, along with comprehensive geographical details down to the tax district level. It provides specifics on each line item, such as SKU, unit type, service group, and item codes, alongside financial metrics like total revenue, non-taxable and tax-exempt revenues, net revenue, and tax amounts. Detailed tax information is included, covering various tax types, categories, authorities, and exemption details. Additionally, the report features parameters for user-defined fields and general ledger accounts, supporting comprehensive financial tracking and reporting. By integrating location-specific data and transaction identifiers, this report aids businesses in ensuring regulatory compliance, conducting granular financial analysis, and achieving accurate and transparent tax reporting at the line item level.

File Type: csv

Download Sample Report: Sample Line Item Taxability With LocationId Report

Report Fields

The report has the following fields. Click on each field to obtain more information regarding its formatting and usage.

Display Name	Field Name	Field Type
Client Name	ClientName	string
Business Unit	BusinessUnit	string
Client Tracking	ClientTracking	string
Parameter1	Parameter1	string
Parameter2	Parameter2	string
Parameter3	Parameter3	string
Parameter4	Parameter4	string
Parameter5	Parameter5	string
Parameter6	Parameter6	string
Parameter7	Parameter7	string
Parameter8	Parameter8	string
Parameter9	Parameter9	string
Parameter10	Parameter10	string
UDF	UDF	string
UDF2	UDF2	string
GLAccount	GLAccount	string
LocationId	LocationId	string
Source Geocode	SourceGeocode	string
Country	Country	string
State	State	string
County	County	string
City	City	string
Tax District	TaxDistrict	string
Zipcode	Zipcode	string
Plus4	Plus4	string
SureTax TransID	SureTaxTransID	string
Invoice Number	InvoiceNumber	string
Customer Number	CustomerNumber	string
Invoice Date	InvoiceDate	string
Line Number	LineNumber	string
SKU	SKU	string
Unit Type	UnitType	UnitTypes
Unit Count	UnitCount	string
Service Group	ServiceGroup	ServiceGroup
Group Code	GroupCode	string
Service Item	ServiceItem	string
Item Code	ItemCode	string
Sales Type Code	SalesTypeCode	SalesTypeCode
Authority Level	AuthorityLevel	string
Tax Authority Name	TaxAuthorityName	string
Tax Type Code	TaxTypeCode	TaxTypeCodes
Tax Type Description	TaxTypeDescription	string
Tax Cat Code	TaxCatCode	string
Tax Cat Description	TaxCatDescription	string
Tax Description	TaxDescription	string
Tax Rate	TaxRate	string
Fee Rate	FeeRate	string
Pass Flag	PassFlag	PassFlag
Data Year Data Month	DataYearDataMonth	string
Exemption Code and Percentage	ExemptionCodeandPercentage	string
Exemption Reason	ExemptionReason	string
Exemption Reason Description	ExemptionReasonDescription	string
Total Revenue	TotalRevenue	string
Non Taxable Revenue	NonTaxableRevenue	string
Tax Exempt Revenue	TaxExemptRevenue	string
Net Revenue	NetRevenue	string
Tax	Tax	string
Fee	Fee	string
Tax on Tax	TaxonTax	string
Total Tax	TotalTax	string
Taxable	Taxable	string
Source Taxable	SourceTaxable	string
Source Taxable Percentage	SourceTaxablePercentage	string
Taxable Units	TaxableUnits	string
Form 499A Line	Form499ALine	string
Part Number	PartNumber	string