Data Dictionary

Line Item Taxability With LocationId Report

Line Item Taxability With LocationId Report

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 NameField NameField Type
Client Name ClientNamestring
Business Unit BusinessUnitstring
Client Tracking ClientTrackingstring
Parameter1 Parameter1string
Parameter2 Parameter2string
Parameter3 Parameter3string
Parameter4 Parameter4string
Parameter5 Parameter5string
Parameter6 Parameter6string
Parameter7 Parameter7string
Parameter8 Parameter8string
Parameter9 Parameter9string
Parameter10 Parameter10string
UDF UDFstring
UDF2 UDF2string
GLAccount GLAccountstring
LocationId LocationIdstring
Source Geocode SourceGeocodestring
Country Countrystring
State Statestring
County Countystring
City Citystring
Tax District TaxDistrictstring
Zipcode Zipcodestring
Plus4 Plus4string
SureTax TransID SureTaxTransIDstring
Invoice Number InvoiceNumberstring
Customer Number CustomerNumberstring
Invoice Date InvoiceDatestring
Line Number LineNumberstring
SKU SKUstring
Unit Type UnitTypeUnitTypes
Unit Count UnitCountstring
Service Group ServiceGroupServiceGroup
Group Code GroupCodestring
Service Item ServiceItemstring
Item Code ItemCodestring
Sales Type Code SalesTypeCodeSalesTypeCode
Authority Level AuthorityLevelstring
Tax Authority Name TaxAuthorityNamestring
Tax Type Code TaxTypeCodeTaxTypeCodes
Tax Type Description TaxTypeDescriptionstring
Tax Cat Code TaxCatCodestring
Tax Cat Description TaxCatDescriptionstring
Tax Description TaxDescriptionstring
Tax Rate TaxRatestring
Fee Rate FeeRatestring
Pass Flag PassFlagPassFlag
Data Year Data Month DataYearDataMonthstring
Exemption Code and Percentage ExemptionCodeandPercentagestring
Exemption Reason ExemptionReasonstring
Exemption Reason Description ExemptionReasonDescriptionstring
Total Revenue TotalRevenuestring
Non Taxable Revenue NonTaxableRevenuestring
Tax Exempt Revenue TaxExemptRevenuestring
Net Revenue NetRevenuestring
Tax Taxstring
Fee Feestring
Tax on Tax TaxonTaxstring
Total Tax TotalTaxstring
Taxable Taxablestring
Source Taxable SourceTaxablestring
Source Taxable Percentage SourceTaxablePercentagestring
Taxable Units TaxableUnitsstring
Form 499A Line Form499ALinestring
Part Number PartNumberstring