Tableau Connector for QuickBooks Online

Build 25.0.9434

TaxRates

Maintains sales-tax rate definitions that are applied to transactions, including jurisdiction, rate percentage, and effective dates.

Columns

Name Type ReadOnly References Filterable Sortable Description
Id [KEY] String True True True

The unique identifier (Id) that is assigned by QuickBooks Online to this tax-rate record. It is used to retrieve or reference the tax rate programmatically and is required for updates or deletions.

SyncToken String True False False

The version control token for this tax-rate record that is used to prevent conflicting updates. QuickBooks Online increments this sync token each time the record is modified, and only the latest sync token is accepted for edits.

MetaData_CreateTime Datetime True True True

The date and time stamp (Coordinated Universal Time) when QuickBooks Online created this tax-rate record.

MetaData_LastUpdatedTime Datetime True True True

The date and time stamp (Coordinated Universal Time) when this tax-rate record was last modified in QuickBooks Online.

Name String False False False

The display name of the tax rate as it appears in QuickBooks Online user interfaces and reports.

Description String False False False

A detailed description of the purpose or usage of this tax rate. This field must not contain white space or formatting characters.

Active Boolean False True False

Indicates whether the tax rate is currently active (true) or inactive (false). Inactive tax rates can be hidden from display and are not used on financial transactions.

RateValue String False True True

The numeric value of the tax rate (for example, 7.5 for 7.5 percent) that QuickBooks Online applies to taxable transactions.

AgencyRef String False

TaxAgency.Id

True False

The unique Id of the tax agency that is responsible for collecting or receiving this tax rate. This field links the tax rate to its governing agency.

AgencyRef_Name String True

TaxAgency.DisplayName

False False

The display name of the tax agency that is responsible for collecting or receiving this tax rate.

TaxReturnLineRef String False True False

The unique Id of the tax-return line where this tax rate is reported. This Id helps map transactions to the correct line on a tax return.

TaxReturnLineRef_Name String True False False

The display name of the tax return line where this tax rate is reported.

SpecialTaxType String False False False

The special tax type code that QuickBooks Online uses to handle zero-rate taxes or special Value-Added Tax (VAT) rules. For example, VAT-registered businesses that receive goods, services, or acquisitions from other EU countries must calculate the VAT due but not paid on these acquisitions. The rate of VAT that is payable is the same that would be paid if the goods had been supplied by a UK supplier.

DisplayType String False False False

The display type of the tax rate as configured in QuickBooks Online. This field is used to control how the tax rate is displayed in lists and on forms.

EffectiveTaxRate Double False False False

The effective tax-rate percentage that QuickBooks Online uses to determine which tax rate is applicable on any given date. This field is especially useful for rates that change over time.

OriginalTaxRate String True False False

The unique Id of the original tax rate from which this new tax rate is derived. This field allows tracking of rate changes over time.

Pseudo-Columns

Pseudo Column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
TaxRateDetails String

An aggregate of tax-rate details that is used only for insert operations. This pseudocolumn allows you to supply detailed tax rate information when creating a new tax rate.

TaxCode String

The name of the tax code that this tax rate is to be associated with. This pseudocolumn is used only for insert operations.

TaxApplicableOn String

Specifies where this tax rate can be applied. Possible values are 'Sales' or 'Purchase'. This pseudocolumn is used only for insert operations.

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Build 25.0.9434