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Subject: Re: [ubl-dev] US Taxes


For every tax scheme (relating to tax jurisdiction) there would be
1) at document header level, inside taxtotal : a tax subtotal
with an (perhaps arbitrary) tax category tax type code
2) at document header level, inside supplier party: a party
 tax scheme possibly with relevant jurisdiction address and
 with a tax type code corresponding to that in 1)

example (from UBL 2.0) for two tax types (maybe state and county)

1) Invoice would have two tax total subtotals at document level

<TaxTotal xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonAggregateComponents-2">
        <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">10</TaxAmount>
        <TaxSubtotal>
            <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">10</TaxAmount>
            <TaxCategory>
                <TaxScheme>
                    <TaxTypeCode
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">A</TaxTypeCode>
                </TaxScheme>
            </TaxCategory>
        </TaxSubtotal>
        <TaxSubtotal>
            <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">10</TaxAmount>
            <TaxCategory>
                <TaxScheme>
                    <TaxTypeCode
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">B</TaxTypeCode>
                </TaxScheme>
            </TaxCategory>
        </TaxSubtotal>

    </TaxTotal>


2) would have two corresponding party tax schemes


 <AccountingSupplierParty
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonAggregateComponents-2">
        <Party>

            <PartyTaxScheme>
                <TaxScheme>
                    <TaxTypeCode
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">A</TaxTypeCode>
                    <JurisdictionRegionAddress>
                        <AddressLine>
                            <Line
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">foo</Line>
                        </AddressLine>

                    </JurisdictionRegionAddress>
                </TaxScheme>
            </PartyTaxScheme>
            <PartyTaxScheme>
                <TaxScheme>
                    <TaxTypeCode
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">B</TaxTypeCode>
                    <JurisdictionRegionAddress>
                        <AddressLine>
                            <Line
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">bar</Line>
                        </AddressLine>

                    </JurisdictionRegionAddress>
                </TaxScheme>
            </PartyTaxScheme>
        </Party>

    </AccountingSupplierParty>

It is optional (in UBL) to have corresponding tax details at line level (or is
that mandatory in any US states? I don't know). Here is an example of
having one line with tax for one tax scheme and another invoice line with
tax for another scheme (not sure if that ever happens)

 <InvoiceLine xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonAggregateComponents-2">
        <ID xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"></ID>
        <LineExtensionAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">50</LineExtensionAmount>
        <TaxTotal>
            <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">10</TaxAmount>
            <TaxSubtotal>
                <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">10</TaxAmount>
                <TaxCategory>
                    <TaxScheme>
                        <TaxTypeCode
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">A</TaxTypeCode>
                    </TaxScheme>
                </TaxCategory>
            </TaxSubtotal>

        </TaxTotal>

        <Item>...</Item>
    </InvoiceLine>
    <InvoiceLine
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonAggregateComponents-2">
        <ID xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"></ID>
        <LineExtensionAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">50</LineExtensionAmount>
        <TaxTotal>
            <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">10</TaxAmount>
            <TaxSubtotal>
                <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">10</TaxAmount>
                <TaxCategory>
                    <TaxScheme>
                        <TaxTypeCode
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">B</TaxTypeCode>
                    </TaxScheme>
                </TaxCategory>
            </TaxSubtotal>

        </TaxTotal>

        <Item>...</Item>
    </InvoiceLine>

Or one line might have tax for both tax schemes


<InvoiceLine xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonAggregateComponents-2">
        <ID xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"></ID>
        <LineExtensionAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">50</LineExtensionAmount>
        <TaxTotal>
            <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">20</TaxAmount>
            <TaxSubtotal>
                <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">10</TaxAmount>
                <TaxCategory>
                    <TaxScheme>
                        <TaxTypeCode
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">A</TaxTypeCode>
                    </TaxScheme>
                </TaxCategory>
            </TaxSubtotal>
            <TaxSubtotal>
                <TaxAmount
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2"
currencyID="USD">10</TaxAmount>
                <TaxCategory>
                    <TaxScheme>
                        <TaxTypeCode
xmlns="urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2">B</TaxTypeCode>
                    </TaxScheme>
                </TaxCategory>
            </TaxSubtotal>

        </TaxTotal>

        <Item>...</Item>
    </InvoiceLine>

 hope that helps

----
Stephen D Green



On 18 March 2011 13:50, GORON Magali <MAGALI.Goron@atosorigin.com> wrote:
> Hi All,
>
> We need to implement US taxes in UBL 2.1.
>
> So we need to describe tax at city level, tax of county level, tax at  state
> level and tax at country level.
>
> Is there any example of that kind of implementation?
>
>
>
> Thanks in advance,
>
>
>
> Magali.
>
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