Tax

DayZero supports configurable tax rates (the percentages, by jurisdiction) and tax codes (whether a customer, product or line is taxable at all). Both apply to invoices and bills.

Tax Rates

Tax rates define specific tax percentages by jurisdiction and where the collected tax is posted.

Create a Tax Rate

bash

curl -X POST "https://api.ondayzero.com/api/v1/tax/rates" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "California Sales Tax",
    "rate": 0.0725,
    "tax_type": "sales",
    "country": "US",
    "state": "CA",
    "is_default": false
  }'

rate is a decimal fraction, not a percentage: 0.0725 = 7.25%.

Field	Type	Description
`name`	string	Display name (required)
`rate`	number	Decimal rate, e.g. `0.0725` (required)
`tax_type`	string	`sales` (default), `use`, `vat`, `gst`, `hst`, `pst`
`country` / `state` / `county` / `city`	string	Jurisdiction; `country` defaults to `US`
`tax_liability_ledger_id`	UUID	Liability ledger the collected tax posts to (a default is used if omitted)
`is_default`	boolean	Make this the business default rate

List Tax Rates

bash

curl "https://api.ondayzero.com/api/v1/tax/rates?active_only=true&state=CA" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Parameter	Type	Description
`active_only`	boolean	Only return active rates (default: `true`)
`country`	string	Filter by country code
`state`	string	Filter by state/region

Get Default Rate

bash

curl "https://api.ondayzero.com/api/v1/tax/rates/default" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

PUT /api/v1/tax/rates/{rate_id} updates any field, including is_active and is_default.

Tax Codes

Tax codes classify what is taxable — TAXABLE, EXEMPT, RESALE — independently of the rate applied. Assign them to customers, products and line items.

Create a Tax Code

bash

curl -X POST "https://api.ondayzero.com/api/v1/tax/codes" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "code": "NONPROFIT",
    "name": "Non-profit exempt",
    "description": "501(c)(3) customers with an exemption certificate on file",
    "is_taxable": false
  }'

code and name are required; is_taxable defaults to true.

List Tax Codes

bash

curl "https://api.ondayzero.com/api/v1/tax/codes?active_only=true" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Seed Defaults

Populate the standard codes — TAXABLE, EXEMPT, NONTAXABLE, RESALE — if the business has none yet:

bash

curl -X POST "https://api.ondayzero.com/api/v1/tax/codes/seed-defaults" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

AI Rate Suggestions

Get AI-powered tax rate suggestions based on your business location and type:

bash

curl -X POST "https://api.ondayzero.com/api/v1/tax/suggest-rates" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Suggestions are returned for review — nothing is created until you POST /api/v1/tax/rates with the ones you want.

Deleting Rates and Codes

Delete (deactivate) a tax rate or code:

bash

curl -X DELETE "https://api.ondayzero.com/api/v1/tax/rates/{rate_id}" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

The same works for DELETE /api/v1/tax/codes/{code_id}. This performs a soft deactivation (is_active: false) — the rate or code remains in historical records but is no longer offered for new documents. Reactivate with PUT … {"is_active": true}.

If an integration import (Shopify, Square, QuickBooks…) created duplicate rates or codes, POST /api/v1/tax/dedupe-imported deactivates the duplicates.