> This page is for Docs.

> 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.

# Taxation Item data source

> Data source to export taxation information

Data source to export taxation information

Use this data source to export taxation information. This data source includes information on [Account](/docs/platform/integration/apis/soap-api/soap-api-object-reference/account), [Product](/docs/platform/integration/apis/soap-api/soap-api-object-reference/product), [Subscription](/docs/platform/integration/apis/soap-api/soap-api-object-reference/subscription), Charges, and [RatePlans](/docs/platform/integration/apis/soap-api/soap-api-object-reference/rateplan). Each row represents one line of taxation record on invoice item.

## Objects available in the data source

![Taxation Item Data Source](/_fern-img/d7c487673eed1358765b1725d039375b69a7a03ea9996514ed78dcc1a8ffeeb1.webp)

## Base object description

<table>
  <tr>
    <td>
      Taxation Item
    </td>

    <td>
      This is the base object for the Taxation Item Data Source Export. Contains the following fields:

      * Accounting Code
      * Balance
      * Country
      * Created By ID
      * Created Date
      * Credit Amount
      * Customer Code
      * Exempt Amount
      * Exempt Certificate
      * ID
      * Jurisdiction
      * Location Code
      * Name
      * Payment Amount
      * Seller Registration
      * Tax Amount
      * Tax Amount Unrounded
      * Tax Code
      * Tax Code Description
      * Tax Date
      * Tax Description
      * Tax Mode
      * Tax Rate
      * Tax Rate Description
      * Tax Rate Type
      * Updated By ID
      * Updated Date
    </td>
  </tr>
</table>

## Related Zuora objects

<table>
  <tr>
    <th>
      Object
    </th>

    <th>
      Description
    </th>
  </tr>

  <tr>
    <td>
      Account
    </td>

    <td>
      The customer account and corresponding details.
    </td>
  </tr>

  <tr>
    <td>
      Accounting Period
    </td>

    <td>
      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
    </td>
  </tr>

  <tr>
    <td>
      Accounts Receivable Accounting Code
    </td>

    <td>
      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
    </td>
  </tr>

  <tr>
    <td>
      Amendment
    </td>

    <td>
      The amendment that is tied to the invoice item, if applicable.
    </td>
  </tr>

  <tr>
    <td>
      Bill To Contact
    </td>

    <td>
      The contact of the entity/person to whom you bill for your product or service.
    </td>
  </tr>

  <tr>
    <td>
      Entity
    </td>

    <td>
      The entity that the data relates to. Part of the [Multi-entity](/docs/platform/user-management/multi-entity/overview-of-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
    </td>
  </tr>

  <tr>
    <td>
      Invoice
    </td>

    <td>
      Invoice that contains the invoice item.
    </td>
  </tr>

  <tr>
    <td>
      Invoice
    </td>

    <td>
      Invoice that taxation was applied to.
    </td>
  </tr>

  <tr>
    <td>
      Invoice Item
    </td>

    <td>
      Invoice item that the taxation item was applied to.
    </td>
  </tr>

  <tr>
    <td>
      Journal Entry
    </td>

    <td>
      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

      This object is available on this data source only when Zuora Finance is enabled on your tenant.
    </td>
  </tr>

  <tr>
    <td>
      Journal Run
    </td>

    <td>
      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

      This object is available on this data source only when Zuora Finance is enabled on your tenant.
    </td>
  </tr>

  <tr>
    <td>
      Product
    </td>

    <td>
      The product related to the taxation.
    </td>
  </tr>

  <tr>
    <td>
      Product Rate Plan
    </td>

    <td>
      The pricing plan (in the Product Catalog) related to the taxation.
    </td>
  </tr>

  <tr>
    <td>
      Product Rate Plan Charge
    </td>

    <td>
      The charge (in the Product Catalog) that is related to the taxation.
    </td>
  </tr>

  <tr>
    <td>
      Rate Plan
    </td>

    <td>
      The pricing plan (for the subscription) that is related to the taxation.
    </td>
  </tr>

  <tr>
    <td>
      Rate Plan Charge
    </td>

    <td>
      The charge (for the subscription) that is related to the taxation.
    </td>
  </tr>

  <tr>
    <td>
      Sales Tax Payable Accounting Code
    </td>

    <td>
      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
    </td>
  </tr>

  <tr>
    <td>
      Sold To Contact
    </td>

    <td>
      The contact of the entity/person to whom your product or service is sold.
    </td>
  </tr>

  <tr>
    <td>
      Taxation Item FX Data
    </td>

    <td>
      Contains Home Currency and Reporting Currency information.

      To enable this option, submit a request at [Zuora Global Support](https://support.zuora.com/hc/en-us).
    </td>
  </tr>

  <tr>
    <td>
      Subscription
    </td>

    <td>
      The subscription the invoice item belongs to.
    </td>
  </tr>

  <tr>
    <td>
      Taxable Item Snapshot
    </td>

    <td>
      Tax information when creating taxes.

      This feature is in the ****Early Availability**** phase. If you want to have access to the feature, submit a request at [Zuora Global Support](http://support.zuora.com/).

      Contains the following fields:

      * Company Code
      * Created by ID
      * Created Date
      * Destination Address City
      * Destination Address Country
      * Destination Address County
      * Destination Address Line 1
      * Destination Address Line 2
      * Destination Address Postal Code
      * Destination Address Region
      * Destination Address State
      * Entity/Use Code
      * ID
      * Item Type
      * Tax Code Name
      * Tax Date
      * Tax Exempt Certificate ID
      * Tax Exempt Certificate Type
      * Tax Exempt Description
      * Tax Exempt Effective Date
      * Tax Exempt Expiration Date
      * Tax Exempt Issuing Jurisdiction
      * Tax Exempt Status
      * Tax Mode
      * Taxable Item ID
      * VAT ID
    </td>
  </tr>
</table>