> This page is for Developers. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://zuora.ferndocs.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server. # Create taxation items for a debit memo POST https://rest.test.zuora.com/v1/debit-memos/{debitMemoKey}/taxation-items Content-Type: application/json **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates taxation items for a debit memo. Reference: https://zuora.ferndocs.com/developers/api-reference/zuora-api/billing-documents/debit-memos/post-dm-taxation-items ## Authentication - `Authorization` header (bearer token, required) — Use `Bearer {{token}}` in the `Authorization` header for authentication. ## Servers - `https://rest.test.zuora.com` (US Developer & Central Sandbox (incl. Test Drive), default) - `https://rest.sandbox.na.zuora.com` (US API Sandbox Cloud 1) - `https://rest.apisandbox.zuora.com` (US API Sandbox Cloud 2) - `https://rest.na.zuora.com` (US Production Cloud 1) - `https://rest.zuora.com` (US Production Cloud 2) - `https://rest.test.eu.zuora.com` (EU Developer & Central Sandbox) - `https://rest.sandbox.eu.zuora.com` (EU API Sandbox) - `https://rest.eu.zuora.com` (EU Production) - `https://rest.test.ap.zuora.com` (APAC Developer & Central Sandbox) - `https://rest.ap.zuora.com` (APAC Production) ## Request ### Path parameters - `debitMemoKey` (string, required) — The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. ### Headers - `Idempotency-Key` (string, optional) — Specify a unique idempotency key if you want to perform an idempotent POST or PATCH request. Do not use this header in other request types. With this header specified, the Zuora server can identify subsequent retries of the same request using this value, which prevents the same operation from being performed multiple times by accident. - `Accept-Encoding` (string, optional) — Include the `Accept-Encoding: gzip` header to compress responses as a gzipped file. It can significantly reduce the bandwidth required for a response. If specified, Zuora automatically compresses responses that contain over 1000 bytes of data, and the response contains a `Content-Encoding` header with the compression algorithm so that your client can decompress it. - `Content-Encoding` (string, optional) — Include the `Content-Encoding: gzip` header to compress a request. With this header specified, you should upload a gzipped file for the request payload instead of sending the JSON payload. - `Zuora-Track-Id` (string, optional) — A custom identifier for tracing the API call. If you set a value for this header, Zuora returns the same value in the response headers. This header enables you to associate your system process identifiers with Zuora API calls, to assist with troubleshooting in the event of an issue. The value of this field must use the US-ASCII character set and must not include any of the following characters: colon (`:`), semicolon (`;`), double quote (`"`), and quote (`'`). - `Zuora-Entity-Ids` (string, optional) — An entity ID. If you have [Zuora Multi-entity](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Multi-entity) enabled and the OAuth token is valid for more than one entity, you must use this header to specify which entity to perform the operation in. If the OAuth token is only valid for a single entity, or you do not have Zuora Multi-entity enabled, you should not set this header. - `Zuora-Org-Ids` (string, optional) — Comma separated IDs. If you have Zuora Multi-Org enabled, you can use this header to specify which orgs to perform the operation in. If you do not have Zuora Multi-Org enabled, you should not set this header. The IDs must be a sub-set of the user's accessible orgs. If you specify an org that the user does not have access to, the operation fails. This header is important in Multi-Org (MO) setups because it defines the organization context under which the API should operate—mainly used for read access or data visibility filtering. If the header is not set, the operation is performed in scope of the user's accessible orgs. - `Zuora-Version` (string, optional) — The minor API version. For a list of available minor versions, see [API upgrades](https://developer.zuora.com/v1-api-reference/api-upgrades/). ### Body (application/json) This endpoint expects a POSTTaxationItemListForDMType. - `taxationItems` (list of POSTTaxationItemForDMType, optional) — Container for taxation items. ## Response ### 200 OK - `success` (boolean, optional) — Returns `true` if the request was processed successfully. - `taxationItems` (list of GETTaxationItemTypewithSuccess, optional) — Container for taxation items. ## Errors ### 500 Internal Server Error Internal Server Error - `reasons` (list of ErrorResponseReasonsItems, optional) ### 400 Client Request Error Request Errors - `processId` (string, optional) — The ID of the process that handles the operation. - `reasons` (list of CommonResponseReasonsItems, optional) — The container of the error code and message. This field is available only if the `success` field is `false`. - `requestId` (string, optional) — Unique identifier of the request. - `success` (boolean, optional) — Indicates whether the call succeeded. ## Types ### POSTTaxationItemForDMType Container for custom fields of a Taxation Item object. - `jurisdiction` (string, required) — The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city. - `name` (string, required) — The name of the taxation item. - `taxAmount` (double, required) — The amount of the tax applied to the debit memo. - `taxRate` (double, required) — The tax rate applied to the debit memo. - `taxRateType` (enum, required) — The type of the tax rate applied to the debit memo. - Allowed values: `Percentage`, `FlatFee` - `exemptAmount` (double, optional) — The calculated tax amount excluded due to the exemption. - `financeInformation` (PostTaxationItemForDmTypeFinanceInformation, optional) — Container for the finance information related to the taxation item. - `locationCode` (string, optional) — The identifier for the location based on the value of the `taxCode` field. - `memoItemId` (string, optional) — The ID of the debit memo that the taxation item is created for. - `sourceTaxItemId` (string, optional) — The ID of the taxation item of the invoice, which the debit memo is created from. If you want to use this REST API to create taxation items for a debit memo created from an invoice, the taxation items of the invoice must be created or imported through the SOAP API call. **Note:** - This field is only used if the debit memo is created from an invoice. - If you do not contain this field in the request body, Zuora will automatically set a value for the `sourceTaxItemId` field based on the tax location code, tax jurisdiction, and tax rate. - `taxCode` (string, optional) — The tax code identifies which tax rules and tax rates to apply to a specific debit memo. - `taxCodeDescription` (string, optional) — The description of the tax code. - `taxDate` (date, optional) — The date when the tax is applied to the debit memo. - `taxRateDescription` (string, optional) — The description of the tax rate. ### GETTaxationItemTypewithSuccess Container for custom fields of a Taxation Item object. - `createdById` (string, optional) — The ID of the Zuora user who created the taxation item. - `createdDate` (string, optional) — The date and time when the taxation item was created in the Zuora system, in `yyyy-mm-dd hh:mm:ss` format. - `exemptAmount` (double, optional) — The calculated tax amount excluded due to the exemption. - `financeInformation` (GetTaxationItemTypewithSuccessFinanceInformation, optional) — Container for the finance information related to the taxation item. - `id` (string, optional) — The ID of the taxation item. - `invoiceItemId` (string, optional) — The ID of the invoice associated with the taxation item. - `jurisdiction` (string, optional) — The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city. - `locationCode` (string, optional, nullable) — The identifier for the location based on the value of the `taxCode` field. - `name` (string, optional) — The name of the taxation item. - `taxAmount` (double, optional) — The amount of the tax applied to the invoice. - `taxCode` (string, optional) — The tax code identifies which tax rules and tax rates to apply to a specific invoice. - `taxCodeDescription` (string, optional, nullable) — The description of the tax code. - `taxDate` (date, optional) — The date when the tax is applied to the invoice. - `taxMode` (enum, optional) — The tax mode of the invoice item, indicating whether the amount of the invoice item includes tax. - Allowed values: `TaxInclusive`, `TaxExclusive` - `taxRate` (double, optional) — The tax rate applied to the invoice. - `taxRateDescription` (string, optional, nullable) — The description of the tax rate. - `taxRateType` (enum, optional) — The type of the tax rate applied to the invoice. - Allowed values: `Percentage`, `FlatFee` - `updatedById` (string, optional) — The ID of the Zuora user who last updated the taxation item. - `updatedDate` (string, optional) — The date and time when the taxation item was last updated, in `yyyy-mm-dd hh:mm:ss` format. ### ErrorResponseReasonsItems - `code` (string, optional) — The error code of response. - `message` (string, optional) — The detail information of the error response ### CommonResponseReasonsItems - `code` (string, optional) — The error code of response. - `message` (string, optional) — The detail information of the error response ### PostTaxationItemForDmTypeFinanceInformation Container for the finance information related to the taxation item. - `salesTaxPayableAccountingCode` (string, optional) — The accounting code for the sales taxes payable. ### GetTaxationItemTypewithSuccessFinanceInformation Container for the finance information related to the taxation item. - `accountsReceivableAccountingCode` (string, optional) — The accounting code for accounts receivable. - `accountsReceivableAccountingCodeType` (string, optional) — The type of the accounting code for accounts receivable. - `salesTaxPayableAccountingCode` (string, optional) — The accounting code for the sales taxes payable. - `salesTaxPayableAccountingCodeType` (string, optional) — The type of the accounting code for the sales taxes payable. ## Examples **Request** ```json { "taxationItems": [ { "jurisdiction": "CALIFORNIA", "name": "STATE TAX", "taxAmount": 0.5, "taxRate": 0.05, "taxRateType": "Percentage", "memoItemId": "8ad093f793300daf01933d50a548781f", "taxCode": "ServiceTaxCode", "taxDate": "2024-11-18" } ] } ``` **Response** ```json { "success": true, "taxationItems": [ { "createdById": "8ad084a67f9c7138017fab8a8b511b5a", "createdDate": "2024-11-18 11:32:56", "exemptAmount": 0, "financeInformation": { "accountsReceivableAccountingCode": "Accounts Receivable", "accountsReceivableAccountingCodeType": "AccountsReceivable", "salesTaxPayableAccountingCode": "Sales Tax Payable", "salesTaxPayableAccountingCodeType": "SalesTaxPayable", "onAccountAccountingCode": null, "onAccountAccountingCodeType": null }, "id": "8ad0980c93300db701933d549f355262", "invoiceItemId": null, "jurisdiction": "CALIFORNIA", "locationCode": null, "name": "STATE TAX", "taxAmount": 0.5, "taxCode": "ServiceTaxCode", "taxCodeDescription": null, "taxDate": "2024-11-18", "taxMode": "TaxExclusive", "taxRate": 0.05, "taxRateDescription": null, "taxRateType": "Percentage", "updatedById": "8ad084a67f9c7138017fab8a8b511b5a", "updatedDate": "2024-11-18 11:32:56", "applicableTaxUnRounded": 0.5, "country": null, "memoItemId": "8ad093f793300daf01933d50a548781f", "sourceTaxItemId": null } ] } ``` **SDK Code** ```python response import requests url = "https://rest.test.zuora.com/v1/debit-memos/debitMemoKey/taxation-items" payload = { "taxationItems": [ { "jurisdiction": "CALIFORNIA", "name": "STATE TAX", "taxAmount": 0.5, "taxRate": 0.05, "taxRateType": "Percentage", "memoItemId": "8ad093f793300daf01933d50a548781f", "taxCode": "ServiceTaxCode", "taxDate": "2024-11-18" } ] } headers = { "Authorization": "Bearer ", "Content-Type": "application/json" } response = requests.post(url, json=payload, headers=headers) print(response.json()) ``` ```javascript response const url = 'https://rest.test.zuora.com/v1/debit-memos/debitMemoKey/taxation-items'; const options = { method: 'POST', headers: {Authorization: 'Bearer ', 'Content-Type': 'application/json'}, body: '{"taxationItems":[{"jurisdiction":"CALIFORNIA","name":"STATE TAX","taxAmount":0.5,"taxRate":0.05,"taxRateType":"Percentage","memoItemId":"8ad093f793300daf01933d50a548781f","taxCode":"ServiceTaxCode","taxDate":"2024-11-18"}]}' }; try { const response = await fetch(url, options); const data = await response.json(); console.log(data); } catch (error) { console.error(error); } ``` ```go response package main import ( "fmt" "strings" "net/http" "io" ) func main() { url := "https://rest.test.zuora.com/v1/debit-memos/debitMemoKey/taxation-items" payload := strings.NewReader("{\n \"taxationItems\": [\n {\n \"jurisdiction\": \"CALIFORNIA\",\n \"name\": \"STATE TAX\",\n \"taxAmount\": 0.5,\n \"taxRate\": 0.05,\n \"taxRateType\": \"Percentage\",\n \"memoItemId\": \"8ad093f793300daf01933d50a548781f\",\n \"taxCode\": \"ServiceTaxCode\",\n \"taxDate\": \"2024-11-18\"\n }\n ]\n}") req, _ := http.NewRequest("POST", url, payload) req.Header.Add("Authorization", "Bearer ") req.Header.Add("Content-Type", "application/json") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := io.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body)) } ``` ```ruby response require 'uri' require 'net/http' url = URI("https://rest.test.zuora.com/v1/debit-memos/debitMemoKey/taxation-items") http = Net::HTTP.new(url.host, url.port) http.use_ssl = true request = Net::HTTP::Post.new(url) request["Authorization"] = 'Bearer ' request["Content-Type"] = 'application/json' request.body = "{\n \"taxationItems\": [\n {\n \"jurisdiction\": \"CALIFORNIA\",\n \"name\": \"STATE TAX\",\n \"taxAmount\": 0.5,\n \"taxRate\": 0.05,\n \"taxRateType\": \"Percentage\",\n \"memoItemId\": \"8ad093f793300daf01933d50a548781f\",\n \"taxCode\": \"ServiceTaxCode\",\n \"taxDate\": \"2024-11-18\"\n }\n ]\n}" response = http.request(request) puts response.read_body ``` ```java response import com.mashape.unirest.http.HttpResponse; import com.mashape.unirest.http.Unirest; HttpResponse response = Unirest.post("https://rest.test.zuora.com/v1/debit-memos/debitMemoKey/taxation-items") .header("Authorization", "Bearer ") .header("Content-Type", "application/json") .body("{\n \"taxationItems\": [\n {\n \"jurisdiction\": \"CALIFORNIA\",\n \"name\": \"STATE TAX\",\n \"taxAmount\": 0.5,\n \"taxRate\": 0.05,\n \"taxRateType\": \"Percentage\",\n \"memoItemId\": \"8ad093f793300daf01933d50a548781f\",\n \"taxCode\": \"ServiceTaxCode\",\n \"taxDate\": \"2024-11-18\"\n }\n ]\n}") .asString(); ``` ```php response request('POST', 'https://rest.test.zuora.com/v1/debit-memos/debitMemoKey/taxation-items', [ 'body' => '{ "taxationItems": [ { "jurisdiction": "CALIFORNIA", "name": "STATE TAX", "taxAmount": 0.5, "taxRate": 0.05, "taxRateType": "Percentage", "memoItemId": "8ad093f793300daf01933d50a548781f", "taxCode": "ServiceTaxCode", "taxDate": "2024-11-18" } ] }', 'headers' => [ 'Authorization' => 'Bearer ', 'Content-Type' => 'application/json', ], ]); echo $response->getBody(); ``` ```csharp response using RestSharp; var client = new RestClient("https://rest.test.zuora.com/v1/debit-memos/debitMemoKey/taxation-items"); var request = new RestRequest(Method.POST); request.AddHeader("Authorization", "Bearer "); request.AddHeader("Content-Type", "application/json"); request.AddParameter("application/json", "{\n \"taxationItems\": [\n {\n \"jurisdiction\": \"CALIFORNIA\",\n \"name\": \"STATE TAX\",\n \"taxAmount\": 0.5,\n \"taxRate\": 0.05,\n \"taxRateType\": \"Percentage\",\n \"memoItemId\": \"8ad093f793300daf01933d50a548781f\",\n \"taxCode\": \"ServiceTaxCode\",\n \"taxDate\": \"2024-11-18\"\n }\n ]\n}", ParameterType.RequestBody); IRestResponse response = client.Execute(request); ``` ```swift response import Foundation let headers = [ "Authorization": "Bearer ", "Content-Type": "application/json" ] let parameters = ["taxationItems": [ [ "jurisdiction": "CALIFORNIA", "name": "STATE TAX", "taxAmount": 0.5, "taxRate": 0.05, "taxRateType": "Percentage", "memoItemId": "8ad093f793300daf01933d50a548781f", "taxCode": "ServiceTaxCode", "taxDate": "2024-11-18" ] ]] as [String : Any] let postData = JSONSerialization.data(withJSONObject: parameters, options: []) let request = NSMutableURLRequest(url: NSURL(string: "https://rest.test.zuora.com/v1/debit-memos/debitMemoKey/taxation-items")! as URL, cachePolicy: .useProtocolCachePolicy, timeoutInterval: 10.0) request.httpMethod = "POST" request.allHTTPHeaderFields = headers request.httpBody = postData as Data let session = URLSession.shared let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in if (error != nil) { print(error as Any) } else { let httpResponse = response as? HTTPURLResponse print(httpResponse) } }) dataTask.resume() ```