Billing Fields on TaxRate

Standard fields extend the TaxRate object for use in Billing. These fields represent information about the tax rate for a transaction that’s determined by the applicable tax code and country. This object is available in API version 66.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

You need the Billing Admin permission set or Tax Admin permission set access to this object.

Fields

ApplicationBasis

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Specifies whether the tax rate is applied on the net or gross amount.

Valid values are Gross or Net

The default value is Gross.

City

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The city to which the tax rate applies.

Country

Type: string

Properties: Filter, Group, Nillable, Sort

Description: The country name that’s derived from the GeoCountry field value.

This field is a calculated field.

CurrencyIsoCode

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The currency ISO code that’s applicable to the tax rate.

EndDate

Type: date

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The date until when the tax rate is valid.

FlatTaxAmount

Type: double

Properties: Create, Filter, Nillable, Sort, Update

Description: The flat tax amount that’s applied to the transaction.

LastReferencedDate

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The timestamp when the current user last accessed a tax rate record indirectly, for example, through a list view or related record.

LastViewedDate

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The timestamp when the current user last viewed a tax rate record. If this value is null, it’s possible that the user only accessed the debit memo line tax record or a related list view (. LastReferencedDate), but not viewed the debit memo line tax record itself.

LegalEntityId

Type: reference

Properties: Create, Filter, Group, Nillable, Sort

Description: The legal entity to which the tax rate applies.

This field is a relationship field.

Relationship Name: LegalEntity

Refers To: LegalEntity

Name

Type: string

Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort

Description: Required. The name of the invoice line.

OwnerId

Type: reference

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Required. The ID of the user who owns a TaxRate record.

This field is a polymorphic relationship field.

Relationship Name: Owner

Refers To: Group, User

ProductCode

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The code of the product for which the tax rate applies.

RateUsageType

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort

Description: Specifies whether the tax rate is created for Commerce or Revenue Cloud.

Valid values are Commerce or RevCloud

The default value is Commerce.

StartDate

Type: date

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The date from when the tax rate is valid.

State

Type: string

Properties: Filter, Group, Nillable, Sort

Description: The state name that’s derived from the GeoState field value.

This field is a calculated field.

ZipCode

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The postal or ZIP code to which the tax rate applies.