Valid values for fields used across SureTax APIs, batch file imports, and extract reports. When building API requests or import files, use these references to ensure your field values are accepted and correctly formatted.
Available Field Values
Click any row to view the full list of valid values, descriptions, and usage notes.
Transaction & Delivery
Field Name
Description
Data Type
Format / Pattern
SalesTypeCode
Classifies the nature of a sales transaction for accurate tax calculation.
string
1-char code
TaxDirection
Specifies the direction in which tax is applied — sales, purchases, or both.
string
1-digit code
TaxIncludedCode
Indicates whether tax is already included in the price of a product or service.
string
1-digit code
TaxAdjustmentType
Defines methods for adjusting tax amounts — spread tax or forced full tax.
string
1-digit code
FreightOnBoard
Defines the point at which ownership and responsibility for shipping costs transfer between seller and buyer.
string
D | O
ModeOfDelivery
Specifies the method by which goods or services are delivered to the customer.
string
1-digit code
Customer & Provider
Field Name
Description
Data Type
Format / Pattern
CustomerType
Classification system for customers based on specific characteristics such as Residential, Industrial, Agricultural, and more.
string
2-digit code
ProviderTypes
Classifies sellers or service providers based on their business activities and regulatory status.
string
2-digit code
ExemptionReasonCode
Structured classification for designating specific reasons for exempting transactions from sales tax.
string
2-digit code
Tax Calculation & Rounding
Field Name
Description
Data Type
Format / Pattern
BaseType
Defines the possible field values used to categorize and identify the basis for tax calculation.
string
2-digit code
CalculationBasis
Determines the method by which taxes are calculated for transactions — by units or by revenue.
string
U | R
MaxTypes
Defines conditions for determining maximum limits in sales tax calculations.
string
2-digit code
RoundingLevel
Specifies the jurisdictional level at which tax rounding is applied — state or local.
string
1-digit code
RoundingRule
Specifies the mathematical rounding method applied to tax calculations.
string
1-digit code
RuleOverride
Controls how jurisdiction-specific tax rules are applied or overridden during tax calculations.
string
2-digit code
PassFlag
Indicates whether a specific feature or attribute is required, optional, or prohibited in a transaction.
string
1-digit code
PassType
Determines how taxes and surcharges are handled within a transaction.
string
1-digit code
Classification & Jurisdiction
Field Name
Description
Data Type
Format / Pattern
TaxCategory
Classification system for organizing various types of transactions or services for taxation purposes.
string
2-digit code
TaxTypeCodes
Identifiers for different tax categories at federal, state, county, city, and local levels.
string
2-digit code
TaxAuthorityType
Categorizes tax authorities by jurisdictional level — Federal, State, County, City, Local.
string
2-digit code
TaxSitusRules
Rules and criteria for determining the taxing jurisdiction in various transactions.
string
2-digit code
RegulatoryType
Classifies services under various regulatory frameworks for telecommunications and utility tax compliance.
string
2-digit code
ServiceGroup
Categorizes services by unique code — from telecommunications and internet to retail and utilities.
string
2-digit code
UnitTypes
Defines the unit of measure associated with a transaction — access lines, minutes, kWh, etc.
string
2-digit code
Response Codes
Field Name
Description
Data Type
Format / Pattern
HeaderLevelResponseCodes
Standardized response codes indicating the outcome of transaction processing at the header level.
string
4-digit code
ItemLevelResponseCodes
Standardized codes indicating specific validation errors or issues encountered at the item level.
string
4-digit code
📋 Understanding Field Values
Each reference page lists the valid values for a specific field used in SureTax API requests, batch file imports, and extract reports. Values include descriptions, codes, and usage notes to help you build correctly formatted requests and files.
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