Wolters Kluwer CCH® SureTax®

    Show / Hide Table of Contents

    Investigator API

    POST Search TaxMatrix

    POST Search TaxMatrix

    Overview

    Searches the tax matrix.

    OperationId: POST Search TaxMatrix

    Authorization Method(s): OAuth

    Verb: POST

    End Point: /api/taxmatrix/search


    Request Body
    Request Model
    Display NameField NameField Type
    Client Number *clientNumberstring
    Search Country searchCountrySearchCountry
    Search Option searchOptionSearchOption
    Search Type searchTypestring
    Filters filtersTaxMatrixSearchFilters
    Parameters parametersCommonSearchParameters
    SearchCountry
    Display NameField NameField Type
    SearchOption
    Display NameField NameField Type
    TaxMatrixSearchFilters
    Display NameField NameField Type
    Customer Usage Type *customerUsageTypestring
    Provider Type *providerTypeproviderTypes
    As Of Date asOfDateDataYearMonth
    Release Number releaseNumberinteger
    Date Type dateTypeSearchDateType
    DataYearMonth
    Display NameField NameField Type
    Year *yearstring
    Month *monthstring
    Day dayinteger
    SearchDateType
    Display NameField NameField Type
    CommonSearchParameters
    Display NameField NameField Type
    Pgpis pgpisarray[Pgpi]
    Postal Code postalCodestring
    Npanxx npanxxstring
    Locations locationsarray[]
    Address addressAddress
    State County City stateCountyCityStateCountyCity
    Geocode geocodestring
    By bySearchListItemsBy
    Skus skusarray[]
    Pgpi
    Display NameField NameField Type
    Product Group productGroupstring
    Product Item productItemstring
    Address
    Display NameField NameField Type
    Address1 address1string
    Address2 address2string
    City citystring
    County countystring
    Postal Code postalCodestring
    Plus4 plus4string
    State statestring
    StateCountyCity
    Display NameField NameField Type
    State *statestring
    County countystring
    City citystring
    SearchListItemsBy
    Display NameField NameField Type

    Example Request

    The following is an json request for this operation.

    {
      "filters": {
        "customerUsageType": "07",
        "providerType": "80",
        "asOfDate": {
          "year": "2024",
          "month": "12",
          "day": 1
        },
        "releaseNumber": null,
        "dateType": "Date"
      },
      "parameters": {
        "pgpis": [
          {
            "productGroup": "1111",
            "productItem": "55"
          }
        ],
        "postalCode": null,
        "npanxx": null,
        "locations": null,
        "address": null,
        "stateCountyCity": null,
        "geocode": "US48113A0004",
        "by": "ProductGroupItem",
        "skus": []
      },
      "clientNumber": "ZRERT1234",
      "searchCountry": "UnitedStates",
      "searchOption": "PostalCode",
      "searchType": "TaxabilityMatrix"
    }

    Query Parameters
    Query parameters in an API operation are key-value pairs that are included in the URL of an API request to filter or modify the data returned by the API. They come after the `?` in the URL and are often used to pass optional parameters like search terms, pagination information, sorting criteria, or filters to narrow down the data in the response.

    Display String Field Name Field Type
    Api-version* api-version undefined

    *Mandatory parameter

    TaxMatrixResults

    Overview

    TaxMatrixResults
    Display NameField NameField Type
    Results resultsarray[TaxMatrixResult]
    Location Results locationResultsarray[TaxMatrixLocationResult]
    Errors errorsarray[ErrorMsg]
    TaxMatrixResult
    Display NameField NameField Type
    Taxability Matrix Id taxabilityMatrixIdinteger
    Group ID groupIDstring
    Group Description groupDescriptionstring
    Item ID itemIDstring
    Item Description itemDescriptionstring
    State statestring
    County countystring
    City citystring
    Other Local otherLocalstring
    Postal Code postalCodestring
    Plus4 plus4string
    Tax Authority taxAuthoritystring
    Tax Name taxNamestring
    Tax Type taxTypestring
    Tax Type Description taxTypeDescriptionstring
    Tax Type Full Description taxTypeFullDescriptionstring
    Tax Category taxCategorytaxCategory
    Tax Category Description taxCategoryDescriptionstring
    Tax Category Full Description taxCategoryFullDescriptionstring
    Taxability taxabilityboolean
    Percent Taxable percentTaxablenumber
    Effective Date effectiveDatestring
    Customer Type customerTypecustomerType
    Provider Type providerTypeproviderTypes
    Geocode geocodestring
    Location Id locationIdstring
    Sales_Use sales_Usestring
    TaxMatrixLocationResult
    Display NameField NameField Type
    Location Id locationIdstring
    Results resultsarray[TaxMatrixResult]
    TaxMatrixResult
    Display NameField NameField Type
    Taxability Matrix Id taxabilityMatrixIdinteger
    Group ID groupIDstring
    Group Description groupDescriptionstring
    Item ID itemIDstring
    Item Description itemDescriptionstring
    State statestring
    County countystring
    City citystring
    Other Local otherLocalstring
    Postal Code postalCodestring
    Plus4 plus4string
    Tax Authority taxAuthoritystring
    Tax Name taxNamestring
    Tax Type taxTypestring
    Tax Type Description taxTypeDescriptionstring
    Tax Type Full Description taxTypeFullDescriptionstring
    Tax Category taxCategorytaxCategory
    Tax Category Description taxCategoryDescriptionstring
    Tax Category Full Description taxCategoryFullDescriptionstring
    Taxability taxabilityboolean
    Percent Taxable percentTaxablenumber
    Effective Date effectiveDatestring
    Customer Type customerTypecustomerType
    Provider Type providerTypeproviderTypes
    Geocode geocodestring
    Location Id locationIdstring
    Sales_Use sales_Usestring
    ErrorMsg
    Display NameField NameField Type
    Code codeErrorCode
    Message messagestring
    ErrorCode
    Display NameField NameField Type

    Example Response

    The following is an example response you can expect for this operation

    {
      "results": [
        {
          "taxabilityMatrixId": 1,
          "groupID": "5003",
          "groupDescription": "ONE WAY PAGING SERVICE",
          "itemID": "007",
          "itemDescription": "VERTICAL FEATURES - SERVICE CHARGES (RECURRING)",
          "state": "CA",
          "county": "KERN",
          "city": "BAKERSFIELD",
          "otherLocal": "",
          "postalCode": "93301",
          "plus4": "",
          "taxAuthority": "FEDERAL COMMUNICATIONS COMMISSION",
          "taxName": "FEDERAL UNIVERSAL SERVICE FUND",
          "taxType": "35",
          "taxTypeDescription": "Federal Universal Service Fund",
          "taxTypeFullDescription": "35 - Federal Universal Service Fund",
          "taxCategory": "80",
          "taxCategoryDescription": "TELECOMMUNICATIONS AND UTILITIES",
          "taxCategoryFullDescription": "80 - TELECOMMUNICATIONS AND UTILITIES",
          "taxability": true,
          "percentTaxable": 0.12,
          "effectiveDate": "1999-01-01T00:00:00",
          "customerType": "99",
          "providerType": "99",
          "geocode": "US0602903526",
          "locationId": "1111",
          "sales_Use": "Sales"
        }
      ],
      "locationResults": [],
      "errors": []
    }
    Response Codes
    Response codes in an API indicate the outcome of a request. They are three-digit numbers returned by the server to help the client understand if the request was successful, encountered an error, or needs further action. This operation has the following possible responses.

    code description
    200 Matrix search results were successfully returned.
    400 The request could not be processed due to an error
    401 Use doesn't have access to use this API.
    404 Not found records produce an empty response.




    Enter Environment Credentials








    Wolters Kluwer Product Name - Page anchor links toWolters Kluwer Product Name - Page anchor links to
    © Wolters Kluwer and/or its affiliates. All rights reserved.