Order Entry tax details

Order Entry tax details describe a specific type of tax that applies to lines in Accounts Receivable and Order Entry transactions. When Sage Intacct calculates taxes, the tax schedule map applies the tax details to the taxable lines. See Tax details—Taxes application for more information.

List Order Entry tax details

get/objects/tax/order-entry-tax-detail

Returns a collection with a key, ID, and link for each Order Entry tax detail. This operation is mostly for use in testing; use the query service to find objects that meet certain criteria and to specify properties that are returned.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "82",
      • "id": "UK Sale Goods Exempt Rate",
      • "href": "/objects/tax/order-entry-tax-detail/82"
      },
    • {
      • "key": "83",
      • "id": "UK Sale Goods Reduced Rate",
      • "href": "/objects/tax/order-entry-tax-detail/83"
      },
    • {
      • "key": "84",
      • "id": "UK Sale Goods Standard Rate",
      • "href": "/objects/tax/order-entry-tax-detail/84"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Create an Order Entry tax detail

post/objects/tax/order-entry-tax-detail

Creates a new Order Entry tax detail.

SecurityOAuth2
Request
Request Body schema: application/json
required
id
required
string

Unique identifier for the Order Entry tax detail.

Example: "State Tax Texas"
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
taxUniqueId
string

A valid identifier for Australia GST, South Africa VAT, or United Kingdom VAT compliance. Valid identifiers are predetermined by internal Sage requirements.

Example: "GB.ECOutput_GB.ExemptGB.VAT"
taxRate
string or null

The category for the tax detail.

Enum: "exempt" "federal" null "provincial" "reduced" "standard" "zero"
Example: "exempt"
amountToTax
string or null

Amount to include in taxable amount:

  • fullAmount - Include the cost from zero up to the maximum taxable amount.
  • amountWithinRange - Include the amount between the minimum and maximum taxable amount.
Enum: "amountWithinRange" "fullAmount" null
Example: "fullAmount"
description
string

The description of the Order Entry tax detail, which appears in the transaction subtotals if configured.

Example: "Standard Rate for AU Import Services"
taxPercent
number

The tax rate. For example, enter 10 to apply a tax of 10%.

Example: 10
object
minTaxable
number

Minimum taxable amount. If the amount of a line item is at or below this value, tax is not applied.

Example: 10
maxTaxable
number

Maximum taxable amount. Tax is applied to line item amounts up to this value, but not over.

Example: 2000
minTax
number

The least amount of tax that will be applied. If the calculated tax is below this amount, this amount is applied.

Example: 10
maxTax
number

The most amount of tax that will be applied. If the calculated tax exceeds this amount, this amount is applied.

Example: 150
reverseCharge
boolean
Default: false

Indicates if the tax detail is used to reclaim tax for a reverse-charge transaction. This field is most commonly used for VAT or GST tax solutions.

Example: true
useExpenseAccount
boolean
Default: false

Set to true to override the GL account and assign taxes to the expense account.

Example: true
object

AR account label.

id
string

Unique ID for the account label.

Example: "Accounting Fees"
key
string

System-generated key for the account label.

Example: "14"
object

The tax authority for whom you are collecting taxes (such as the City of San Jose).

id
string

Unique identifier for the tax authority.

Example: "California"
key
string

System-assigned key for the tax authority.

Example: "24"
object

The general ledger account to which this tax is to be assigned.

id
string

Unique identifier for the GL account.

Example: "00.01--Accounts Receivable - a/c label offset"
key
string

System-assigned key for the GL account.

Example: "57"
object

Tax solution to which this tax detail belongs.

key
string

System-assigned key for the tax solution.

Example: "1"
id
string

Unique identifier for the tax solution.

Example: "United Kingdom - VAT"
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "id": "UK General Export Reduced Rate",
  • "taxUniqueId": "GB.ECOutput_GB.ExemptGB.VAT",
  • "description": "Reduced Rate for UK General Export",
  • "taxPercent": 10.02,
  • "taxLimit": {
    • "minTax": 10,
    • "maxTax": 150,
    • "minTaxable": 10,
    • "maxTaxable": 2000
    },
  • "amountToTax": "fullAmount",
  • "salesGLAccount": {
    • "id": "1200.01"
    },
  • "taxAuthority": {
    • "id": "California"
    },
  • "taxSolution": {
    • "id": "United Kingdom - VAT"
    },
  • "status": "active",
  • "taxRate": "standard",
  • "useExpenseAccount": false
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "308",
    • "id": "UK General Export Reduced Rate",
    • "href": "/objects/tax/order-entry-tax-detail/308"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Get an Order Entry tax detail

get/objects/tax/order-entry-tax-detail/{key}

Returns detailed information for a specified Order Entry tax detail.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the Order Entry tax detail.

Example: 308
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "key": "308",
    • "id": "UK General Export Reduced Rate",
    • "taxUniqueId": "GB.ECOutput_GB.ExemptGB.VAT",
    • "description": "Reduced Rate for UK General Export",
    • "taxPercent": 10.02,
    • "taxLimit": {
      • "minTax": 10,
      • "maxTax": 150,
      • "minTaxable": 10,
      • "maxTaxable": 2000
      },
    • "amountToTax": "fullAmount",
    • "salesGLAccount": {
      • "id": "1200.01--Accounts Receivable - a/c label offset"
      },
    • "accountLabel": {
      • "id": "Accounting Fees",
      • "key": "14"
      },
    • "taxAuthority": {
      • "id": "California",
      • "key": "24",
      • "href": "/objects/tax/tax-authority/24"
      },
    • "status": "active",
    • "isSystemGenerated": false,
    • "reverseCharge": false,
    • "taxRate": "standard",
    • "taxSolution": {
      • "id": "United Kingdom - VAT",
      • "key": "1",
      • "href": "/objects/tax/tax-solution/1"
      },
    • "useExpenseAccount": false,
    • "href": "/objects/tax/order-entry-tax-detail/308"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Update an Order Entry tax detail

patch/objects/tax/order-entry-tax-detail/{key}

Updates an existing Order Entry tax detail by setting field values. Any fields not provided remain unchanged.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the Order Entry tax detail.

Example: 308
Request Body schema: application/json
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
taxUniqueId
string

A valid identifier for Australia GST, South Africa VAT, or United Kingdom VAT compliance. Valid identifiers are predetermined by internal Sage requirements.

Example: "GB.ECOutput_GB.ExemptGB.VAT"
taxRate
string or null

The category for the tax detail.

Enum: "exempt" "federal" null "provincial" "reduced" "standard" "zero"
Example: "exempt"
amountToTax
string or null

Amount to include in taxable amount:

  • fullAmount - Include the cost from zero up to the maximum taxable amount.
  • amountWithinRange - Include the amount between the minimum and maximum taxable amount.
Enum: "amountWithinRange" "fullAmount" null
Example: "fullAmount"
description
string

The description of the Order Entry tax detail, which appears in the transaction subtotals if configured.

Example: "Standard Rate for AU Import Services"
taxPercent
number

The tax rate. For example, enter 10 to apply a tax of 10%.

Example: 10
object
minTaxable
number

Minimum taxable amount. If the amount of a line item is at or below this value, tax is not applied.

Example: 10
maxTaxable
number

Maximum taxable amount. Tax is applied to line item amounts up to this value, but not over.

Example: 2000
minTax
number

The least amount of tax that will be applied. If the calculated tax is below this amount, this amount is applied.

Example: 10
maxTax
number

The most amount of tax that will be applied. If the calculated tax exceeds this amount, this amount is applied.

Example: 150
reverseCharge
boolean
Default: false

Indicates if the tax detail is used to reclaim tax for a reverse-charge transaction. This field is most commonly used for VAT or GST tax solutions.

Example: true
useExpenseAccount
boolean
Default: false

Set to true to override the GL account and assign taxes to the expense account.

Example: true
object

AR account label.

id
string

Unique ID for the account label.

Example: "Accounting Fees"
key
string

System-generated key for the account label.

Example: "14"
object

The tax authority for whom you are collecting taxes (such as the City of San Jose).

id
string

Unique identifier for the tax authority.

Example: "California"
key
string

System-assigned key for the tax authority.

Example: "24"
object

The general ledger account to which this tax is to be assigned.

id
string

Unique identifier for the GL account.

Example: "00.01--Accounts Receivable - a/c label offset"
key
string

System-assigned key for the GL account.

Example: "57"
object

Tax solution to which this tax detail belongs.

key
string

System-assigned key for the tax solution.

Example: "1"
id
string

Unique identifier for the tax solution.

Example: "United Kingdom - VAT"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "status": "inactive"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "308",
    • "id": "UK General Export Reduced Rate",
    • "href": "/objects/tax/order-entry-tax-detail/308"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Delete an Order Entry tax detail

delete/objects/tax/order-entry-tax-detail/{key}

Deletes an Order Entry tax detail. Deleted tax details are removed from the system and can't be recovered.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the Order Entry tax detail.

Example: 308
Responses
204

No Content

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "ia::error": {
      • "code": "invalidRequest",
      • "message": "A POST request requires a payload",
      • "errorId": "REST-1028",
      • "additionalInfo": {
        },
      • "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
      }
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 0,
    • "totalError": 1
    }
}