Credit Taxation Item data source

Data source to export information about credit memo taxation

This feature is only available if you have 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 Memos, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information.

Use this data source to export information about credit memo taxation. Each row represents one line of taxation record on a credit memo.

Accessing the data source

Navigation: Reporting > Data Sources and select Credit Taxation Item as the data source.

Data source detail

The following sections provide data source details.

Base object description

Descriptions for the base Zuora object.

Zuora Object	Description
Credit Taxation Item	Taxation records on credit memos. It includes the following fields: Accounting Code Applied Amount Created By ID Created Date Exempt Amount ID Jurisdiction Location Code Name Refund Amount Tax Amount Tax Code Tax Code Description Tax Date Tax Mode Tax Rate Tax Rate Description Tax Rate Type Unapplied Amount Updated By ID Updated Date

Zuora Object

Description

Credit Taxation Item

Taxation records on credit memos. It includes the following fields:

Accounting Code
Applied Amount
Created By ID
Created Date
Exempt Amount
ID
Jurisdiction
Location Code
Name
Refund Amount
Tax Amount
Tax Code
Tax Code Description
Tax Date
Tax Mode
Tax Rate
Tax Rate Description
Tax Rate Type
Unapplied Amount
Updated By ID
Updated Date

Descriptions for related Zuora objects are listed in alphabetical order.

Zuora Object	Description
Account	The account that made the payment.
AccountingPeriod	Periods of time that represents the financial calendar of your company. Used to assist with accounting close activities and financial reporting. Contains the following fields: Created By ID Created Date End Date Fiscal Quarter Fiscal Year ID Name Notes Start Date Status Updated By ID Updated Date
Accounts Receivable Accounting Code	Accounting code for accounts receivable. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Amendment	The change made to subscription. Contains the following fields: Auto Renew Code Contract Effective Date Created By ID Created Date Current Term Current Term Period Type Customer Acceptance Date Description Effective Date ID Name Renewal Setting Renewal Term Renewal Term Period Type Resume Date Service Activation Date Specific Update Date Status Subscription ID Suspend Date Term Start Date Term Type Type Updated By ID Updated Date
Bill To	The Bill-To Contact of the Account.
Credit Memo	Credit memos that you issued to your customers to reduce invoice and account balances. It includes the following fields: Amount Applied By Amount Applied To Balance Cancelled By Id Cancelled On Comments Created By ID Created Date Credit Memo Date Memo Number Discount Amount ID Posted By ID Posted On Reason Code Source Status Target Date Tax Amount Total Amount Total Amount Without Tax Total Tax Exempt Amount Transferred To Accounting Updated By ID Updated Date
Credit Memo Item	Line items on credit memos. It includes the following fields: Amount Without Tax Applied To Others Amount Be Applied By Others Amount Charge Date Created By ID Created Date Description ID Processing Type Quantity SKU Service End Date Service Start Date Tax Amount Tax Code Name Tax Exempt Amount Tax Mode Unit Of Measure Unit Price Updated By ID Updated Date
Credit Taxation Item FX Data	Contains Home Currency and Reporting Currency information. To enable this option, submit a request at Zuora Global Support.
Default Payment Method	The default payment method used to make payments.
Entity	The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields: Address 1 Address 2 City Country Created By ID Created Date Display Name Email ID Name Postal Code State Updated By ID Updated Date
Invoice	The invoice to which the payment is applied.
Journal Entry	Represents a Zuora transaction recorded as a debit and credit. Includes the following fields: Created By ID Created Date Currency ID Journal Entry Date Notes Number [Segment Name]: One or more fields representing the name of each segment created. These fields become available for export on this data source only if they are used by the GL segmentation rule. Status Transaction Count Transaction Type Transfer Date Transferred By Transferred To Accounting Update By ID Updated Date
Journal Run	Automated process for creating journal entries from Zuora transactions. Includes the following fields: Created By ID Created Date ID Number Process End Date Time Process Start Date Time Status Target Date Type Target End Date Target Start Date Total Journal Entry Count Updated By ID Updated Date
On-Account Accounting Code	Accounting code for credit memos. It includes the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Parent Account	Refers to the parent account associated with the customer account, if applicable.
Product	The product information. Contains the following fields: AllowFeatureChanges Category Created By ID Created Date Description Effective End Date Effective Start Date ID Name NetSuite Integration ID NetSuite Integration Status NetSuite Item Type NetSuite Sync Date SKU Updated By ID Updated Date
Product Rate Plan	The rate plan coming from the product catalog. Contains the following fields: Created By ID Created Date Description Effective End Date Effective Start Date ExternalldSourceSystem Grade ID Name Updated By ID Updated Date
Product Rate Plan Charge	The product rate plan charge information coming from the product catalog. Contains the following fields: Accounting Code Apply Discount To Bill Cycle Day Bill Cycle Type Billing Period Billing Period Alignment Billing Timing Charge Model Charge Type Created By ID Created Date Default Quantity Deferred Revenue Account Description Discount Level End Date Condition ID Included Units Legacy Revenue Reporting List Price Base Max Quantity Min Quantity Name Number Of Period Overage Calculation Option Overage Unused Units Credit Option Price Change Option Price Increase Percentage Rating Group Recognized Revenue Account Revenue Recognition Code Revenue Recognition Rule Name Revenue Recognition Trigger Smoothing Model Specific Billing Period Tax Code Tax Mode Taxable Trigger Event UOM Up To How Many Periods Up To Periods Type Updated By ID Updated Date Usage Records Rating Option Use Discount Specific Accounting Code Use Tenant Default For Price Change Weekly Bill Cycle Day
Rate Plan	Refers to the rate plan or pricing plan information associated with the subscription. Contains the following fields: Amendment Type: Note that a filter on this field using the unequal operator cannot return those Rate Plan records with a blank Amendment Type field. Created By ID Created Date Externally Managed Plan ID: a text field. This field indicates the unique identifier of a rate plan purchased on a third-party store. ID Invoice Owner ID: the invoice owner ID of the subscription that contains the rate plan Name Original Rate Plan ID: the original ID of the subscription rate plan, which is the ID of the subscription rate plan in the version-1 subscription Subscription Owner ID: the subscription owner ID of the subscription that contains the rate plan Subscription Rate Plan Number Updated By ID Updated Date
Rate Plan Charge	The charge information associated with the subscription. Contains the following fields: Accounting Code Apply Discount To Bill Cycle Day Bill Cycle Type Billing Period Billing Period Alignment Billing Timing Charge Model Charge Number Charge Type Charged Through Date Created By ID Created Date DMRC DTCV Description Discount Level Effective End Date Effective Start Date End Date Condition ID Invoice Owner ID: the invoice owner ID of the subscription that contains the rate plan charge Is Last Segment Is Processed List Price Base MRR Name Number of Periods Original ID Overage Calculation Option Overage Unused Units Credit Option Price Change Option Price Increase Percentage Processed Through Date Quantity Rating Group Revenue Recognition Code Revenue Recognition Rule Name Revenue Recognition Trigger Condition Segment Specific Billing Period Specific End Date Subscription Id: the ID of the subscription that contains the rate plan charge Subscription Owner ID: the subscription owner ID of the subscription that contains the rate plan charge TCV Trigger Date Trigger Event Unit of Measure Up To Periods Up To Periods Type Updated By ID Updated Date Version Weekly Bill Cycle Day
Sales Tax Payable Accounting Code	Accounting code for sales tax payable. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Sold To	The Sold-To Contact of the Account.
Subscription	The subscription to which the rate plan is associated. Contains the following fields: Auto Renew Cancelled Date Contract Acceptance Date Contract Effective Date Cpq Bundle Json ID Created By ID Created Date Creator Account ID Creator Invoice Owner ID Current Term Current Term Period Type ID Initial Term Initial Term Period Type Invoice Owner ID Invoice Separate Name Notes Opportunity Close Date Opportunity Name Original Created Date Original ID Previous Subscription ID Quote Business Type Quote Number Quote Type Renewal Setting Renewal Term Renewal Term Period Type Service Activation Date Status Subscription End Date Subscription Start Date Term End Date Term Start Date Term Type Updated By ID Updated Date Version
Taxation Item	Related taxation record.

Accessing the data source

Data source detail

Base object description

Related object descriptions