Tableau Connector for QuickBooks Online

Build 25.0.9434

TaxClassification

Displays tax classification data that is used to categorize goods or services for compliance with tax regulations.

Columns

Name Type References Description
Id [KEY] String The unique identifier (Id) that is assigned by QuickBooks Online to this tax classification record. It is used to retrieve or reference the tax classification programmatically and is required for updates or deletions. This Id also forms the primary key when establishing relationships to other tax-related tables or objects.
Code String The internal code that is assigned to this tax classification for reporting, compliance, and import/export purposes. This code can be used to match external tax classification schemes or to group similar classifications in QuickBooks Online.
Name String The display name of the tax classification as it appears in QuickBooks Online user interfaces and reports. This name is used by accountants and users to select the correct tax classification when creating items or transactions.
Description String A detailed description that explains the purpose, scope, or application of this tax classification. This field can be used to clarify how the classification should be applied to items or transactions and to assist with compliance audits.
Level String The tax classification level as a numeric value (1 or 2) that determines where this classification sits in the hierarchy. A value of 1 specifies a parent (top-level) tax classification that is used as a category header. A value of 2 specifies a child (sub-level) tax classification that is grouped under a parent for more granular tax tracking.
ParentRef String The unique Id that is used to link this tax classification to its parent tax classification when applicable. This forms the foreign-key relationship back to the parent tax classification record in QuickBooks Online.
ParentRef_Name String The display name of the parent tax classification that is linked to this tax classification, when applicable. This name helps users navigate and select from hierarchical tax classifications.
ApplicableTo String The complete list of item types to which this tax classification is applicable. This list can include Inventory items, NonInventory items, Bundle items, and Service items. Applying the correct classification ensures that sales tax is calculated accurately for all eligible items in QuickBooks Online.

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Build 25.0.9434