Tax Sync Data Mapping

This page describes how data from the Accounting System is mapped to Pleo’s Tax Codes API during Tax Sync. Data mapping ensures that tax codes from the AS are reflected accurately in Pleo’s Tax Codes.

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Implementation

• Tax Sync Workflow Guide: workflow context and sequencing
• How to Fetch and Match Tax Codes: API usage and step-by-step instructions

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Tax Codes: Data Mapping

Map the following datapoints from AS tax codes to Pleo Tax Codes API fields.

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Matching Field

Tax Codes are matched to their AS counterparts using the code field on both ends. Matching is case insensitive. The code field is the stable identifier used to track a tax code across sync runs, even if its name or rate changes.

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Tax Code Type Mapping

Although exclusive appears as a valid enum value in the API spec, it is not currently supported. Attempting to create a Tax Code with type: exclusive returns a 400 BAD_REQUEST error. Do not use this value.

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What Comes Next?

• Tax Sync Periodicity and Scheduling

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Related Reading

• Sync Tax Codes
• Tax Sync Workflow Guide
• Platform Capabilities: Tax Sync

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