Calculate tax

curl --request POST \
  --url https://api.dualentry.com/public/v3-alpha/taxes/calculate/ \
  --header 'Content-Type: application/json' \
  --header 'X-API-KEY: <api-key>' \
  --data '
{
  "company_id": 1,
  "customer_id": 1,
  "vendor_id": null,
  "record_type": "invoice",
  "credit_source": {
    "record_id": 1,
    "record_type": "invoice"
  },
  "transaction_buyer_address": {
    "city": "San Francisco",
    "country": "US",
    "line1": "123 Main St",
    "line2": "Suite 100",
    "postal_code": "94105",
    "region": "CA"
  },
  "transaction_ship_from_address": {
    "country": "US",
    "postal_code": "94105",
    "region": "CA",
    "city": "San Francisco",
    "line1": "123 Main St",
    "line2": "Suite 100"
  },
  "transaction_ship_to_address": {
    "country": "US",
    "postal_code": "94105",
    "region": "CA",
    "city": "San Francisco",
    "line1": "123 Main St",
    "line2": "Suite 100"
  },
  "transaction_date": "2025-08-29",
  "supply_date": "2025-08-29",
  "items": [
    {
      "discount_type": "PERCENTAGE",
      "discount_value": "10.00",
      "item_id": -1,
      "quantity": "1.000000",
      "unit_price": "100.000000"
    },
    {
      "item_id": -2,
      "quantity": "2.000000",
      "record_level_discount_amount": "5.00",
      "selected_vat_rate_id": 1,
      "unit_price": "50.000000"
    }
  ],
  "currency_code": "USD"
}
'

import requests

url = "https://api.dualentry.com/public/v3-alpha/taxes/calculate/"

payload = {
    "company_id": 1,
    "customer_id": 1,
    "vendor_id": None,
    "record_type": "invoice",
    "credit_source": {
        "record_id": 1,
        "record_type": "invoice"
    },
    "transaction_buyer_address": {
        "city": "San Francisco",
        "country": "US",
        "line1": "123 Main St",
        "line2": "Suite 100",
        "postal_code": "94105",
        "region": "CA"
    },
    "transaction_ship_from_address": {
        "country": "US",
        "postal_code": "94105",
        "region": "CA",
        "city": "San Francisco",
        "line1": "123 Main St",
        "line2": "Suite 100"
    },
    "transaction_ship_to_address": {
        "country": "US",
        "postal_code": "94105",
        "region": "CA",
        "city": "San Francisco",
        "line1": "123 Main St",
        "line2": "Suite 100"
    },
    "transaction_date": "2025-08-29",
    "supply_date": "2025-08-29",
    "items": [
        {
            "discount_type": "PERCENTAGE",
            "discount_value": "10.00",
            "item_id": -1,
            "quantity": "1.000000",
            "unit_price": "100.000000"
        },
        {
            "item_id": -2,
            "quantity": "2.000000",
            "record_level_discount_amount": "5.00",
            "selected_vat_rate_id": 1,
            "unit_price": "50.000000"
        }
    ],
    "currency_code": "USD"
}
headers = {
    "X-API-KEY": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'X-API-KEY': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    company_id: 1,
    customer_id: 1,
    vendor_id: null,
    record_type: 'invoice',
    credit_source: {record_id: 1, record_type: 'invoice'},
    transaction_buyer_address: {
      city: 'San Francisco',
      country: 'US',
      line1: '123 Main St',
      line2: 'Suite 100',
      postal_code: '94105',
      region: 'CA'
    },
    transaction_ship_from_address: {
      country: 'US',
      postal_code: '94105',
      region: 'CA',
      city: 'San Francisco',
      line1: '123 Main St',
      line2: 'Suite 100'
    },
    transaction_ship_to_address: {
      country: 'US',
      postal_code: '94105',
      region: 'CA',
      city: 'San Francisco',
      line1: '123 Main St',
      line2: 'Suite 100'
    },
    transaction_date: '2025-08-29',
    supply_date: '2025-08-29',
    items: [
      {
        discount_type: 'PERCENTAGE',
        discount_value: '10.00',
        item_id: -1,
        quantity: '1.000000',
        unit_price: '100.000000'
      },
      {
        item_id: -2,
        quantity: '2.000000',
        record_level_discount_amount: '5.00',
        selected_vat_rate_id: 1,
        unit_price: '50.000000'
      }
    ],
    currency_code: 'USD'
  })
};

fetch('https://api.dualentry.com/public/v3-alpha/taxes/calculate/', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.dualentry.com/public/v3-alpha/taxes/calculate/",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'company_id' => 1,
    'customer_id' => 1,
    'vendor_id' => null,
    'record_type' => 'invoice',
    'credit_source' => [
        'record_id' => 1,
        'record_type' => 'invoice'
    ],
    'transaction_buyer_address' => [
        'city' => 'San Francisco',
        'country' => 'US',
        'line1' => '123 Main St',
        'line2' => 'Suite 100',
        'postal_code' => '94105',
        'region' => 'CA'
    ],
    'transaction_ship_from_address' => [
        'country' => 'US',
        'postal_code' => '94105',
        'region' => 'CA',
        'city' => 'San Francisco',
        'line1' => '123 Main St',
        'line2' => 'Suite 100'
    ],
    'transaction_ship_to_address' => [
        'country' => 'US',
        'postal_code' => '94105',
        'region' => 'CA',
        'city' => 'San Francisco',
        'line1' => '123 Main St',
        'line2' => 'Suite 100'
    ],
    'transaction_date' => '2025-08-29',
    'supply_date' => '2025-08-29',
    'items' => [
        [
                'discount_type' => 'PERCENTAGE',
                'discount_value' => '10.00',
                'item_id' => -1,
                'quantity' => '1.000000',
                'unit_price' => '100.000000'
        ],
        [
                'item_id' => -2,
                'quantity' => '2.000000',
                'record_level_discount_amount' => '5.00',
                'selected_vat_rate_id' => 1,
                'unit_price' => '50.000000'
        ]
    ],
    'currency_code' => 'USD'
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.dualentry.com/public/v3-alpha/taxes/calculate/"

	payload := strings.NewReader("{\n  \"company_id\": 1,\n  \"customer_id\": 1,\n  \"vendor_id\": null,\n  \"record_type\": \"invoice\",\n  \"credit_source\": {\n    \"record_id\": 1,\n    \"record_type\": \"invoice\"\n  },\n  \"transaction_buyer_address\": {\n    \"city\": \"San Francisco\",\n    \"country\": \"US\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\"\n  },\n  \"transaction_ship_from_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_ship_to_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_date\": \"2025-08-29\",\n  \"supply_date\": \"2025-08-29\",\n  \"items\": [\n    {\n      \"discount_type\": \"PERCENTAGE\",\n      \"discount_value\": \"10.00\",\n      \"item_id\": -1,\n      \"quantity\": \"1.000000\",\n      \"unit_price\": \"100.000000\"\n    },\n    {\n      \"item_id\": -2,\n      \"quantity\": \"2.000000\",\n      \"record_level_discount_amount\": \"5.00\",\n      \"selected_vat_rate_id\": 1,\n      \"unit_price\": \"50.000000\"\n    }\n  ],\n  \"currency_code\": \"USD\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("X-API-KEY", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.dualentry.com/public/v3-alpha/taxes/calculate/")
  .header("X-API-KEY", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"company_id\": 1,\n  \"customer_id\": 1,\n  \"vendor_id\": null,\n  \"record_type\": \"invoice\",\n  \"credit_source\": {\n    \"record_id\": 1,\n    \"record_type\": \"invoice\"\n  },\n  \"transaction_buyer_address\": {\n    \"city\": \"San Francisco\",\n    \"country\": \"US\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\"\n  },\n  \"transaction_ship_from_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_ship_to_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_date\": \"2025-08-29\",\n  \"supply_date\": \"2025-08-29\",\n  \"items\": [\n    {\n      \"discount_type\": \"PERCENTAGE\",\n      \"discount_value\": \"10.00\",\n      \"item_id\": -1,\n      \"quantity\": \"1.000000\",\n      \"unit_price\": \"100.000000\"\n    },\n    {\n      \"item_id\": -2,\n      \"quantity\": \"2.000000\",\n      \"record_level_discount_amount\": \"5.00\",\n      \"selected_vat_rate_id\": 1,\n      \"unit_price\": \"50.000000\"\n    }\n  ],\n  \"currency_code\": \"USD\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.dualentry.com/public/v3-alpha/taxes/calculate/")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["X-API-KEY"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"company_id\": 1,\n  \"customer_id\": 1,\n  \"vendor_id\": null,\n  \"record_type\": \"invoice\",\n  \"credit_source\": {\n    \"record_id\": 1,\n    \"record_type\": \"invoice\"\n  },\n  \"transaction_buyer_address\": {\n    \"city\": \"San Francisco\",\n    \"country\": \"US\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\"\n  },\n  \"transaction_ship_from_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_ship_to_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_date\": \"2025-08-29\",\n  \"supply_date\": \"2025-08-29\",\n  \"items\": [\n    {\n      \"discount_type\": \"PERCENTAGE\",\n      \"discount_value\": \"10.00\",\n      \"item_id\": -1,\n      \"quantity\": \"1.000000\",\n      \"unit_price\": \"100.000000\"\n    },\n    {\n      \"item_id\": -2,\n      \"quantity\": \"2.000000\",\n      \"record_level_discount_amount\": \"5.00\",\n      \"selected_vat_rate_id\": 1,\n      \"unit_price\": \"50.000000\"\n    }\n  ],\n  \"currency_code\": \"USD\"\n}"

response = http.request(request)
puts response.read_body

{
  "type": "SALES_TAX",
  "data": {
    "items": [
      {
        "product_tax_code": "<string>",
        "tax_code": "<string>",
        "tax_rate": "0.2000",
        "tax_amount": "20",
        "amount_with_tax": "120",
        "item_id": 123,
        "provider_tax_code": "<string>",
        "is_taxable": true,
        "tax_exempt_amount": "0",
        "tax_metadata": {},
        "post_to_gl": [
          {
            "account_id": 123,
            "name": "<string>",
            "number": 123,
            "role": "asset"
          }
        ]
      }
    ],
    "total_tax_amount": "20",
    "total_with_tax": "120",
    "tax_applicable": true,
    "nexus_detected": true,
    "destination": {
      "country": "US",
      "postal_code": "94105",
      "region": "CA",
      "city": "San Francisco",
      "line1": "123 Main St",
      "line2": "Suite 100"
    },
    "calculation_source": "<string>",
    "tax_metadata": {}
  }
}

{
  "errors": {},
  "success": false
}

{
  "errors": {},
  "success": false,
  "error_code": "<string>",
  "error_reason": "<string>"
}

{
  "errors": {},
  "success": false
}

Taxes

Calculate tax

Calculate tax for a transaction before you create it.

Public record create and update keep caller-supplied tax by default. Set auto_calculate_tax to "required" to calculate and replace line tax on write (or receive 422 when calculation cannot complete). On write, the calculation supports native US sales tax (the DualEntry tax engine) and Avalara Sales Tax, VAT, and GST. Native VAT and GST return 422. Use this endpoint when you need a preview, when you selected a VAT/GST rate and want to confirm amounts, or when you will copy results onto lines without auto_calculate_tax.

Required:

company_id
customer_id (money-in) or vendor_id (money-out), not both

Usually also send:

items with item_id, quantity, and unit_price
transaction_buyer_address for US sales tax (destination / shipping address)
transaction_date and currency_code for US sales tax
supply_date to filter VAT/GST rates by validity

The response type is SALES_TAX, VAT, GST, or NONE. NONE is HTTP 200 with a reason (for example a missing buyer address). It is not an error.

Map each result line onto record items[].tax (and expenses[].tax when present):

tax_code → tax.code
tax_rate → tax.rate
tax_amount → tax.amount
is_taxable → tax.is_taxable
tax_exempt_amount → tax.tax_exempt_amount
tax_metadata → tax.tax_metadata
selected_vat_rate_id → tax.vat_rate_id
selected_gst_tax_rate_id → tax.gst_tax_rate_id

For native Canada GST and VAT previews, the first call returns available_rates. Pick a rate. On this endpoint, send it as selected_vat_rate_id or selected_gst_tax_rate_id. On a record line without auto_calculate_tax, send it as tax.vat_rate_id or tax.gst_tax_rate_id. auto_calculate_tax: "required" does not select native VAT/GST rates.

On create and update with auto_calculate_tax, money-in uses payload shipping_address, then billing_address, then the customer saved address. Money-out uses payload ship_from_address and ship_to_address, then the vendor and company saved addresses. When a money-in payload has no address, DualEntry copies the customer saved address to billing_address and shipping_address. A money-out record saves only the ship addresses that the payload sends. This calculate endpoint does not read the customer saved address for US sales tax. Send transaction_buyer_address.

V2 API only.

POST

public

v3-alpha

taxes

calculate

Calculate tax

curl --request POST \
  --url https://api.dualentry.com/public/v3-alpha/taxes/calculate/ \
  --header 'Content-Type: application/json' \
  --header 'X-API-KEY: <api-key>' \
  --data '
{
  "company_id": 1,
  "customer_id": 1,
  "vendor_id": null,
  "record_type": "invoice",
  "credit_source": {
    "record_id": 1,
    "record_type": "invoice"
  },
  "transaction_buyer_address": {
    "city": "San Francisco",
    "country": "US",
    "line1": "123 Main St",
    "line2": "Suite 100",
    "postal_code": "94105",
    "region": "CA"
  },
  "transaction_ship_from_address": {
    "country": "US",
    "postal_code": "94105",
    "region": "CA",
    "city": "San Francisco",
    "line1": "123 Main St",
    "line2": "Suite 100"
  },
  "transaction_ship_to_address": {
    "country": "US",
    "postal_code": "94105",
    "region": "CA",
    "city": "San Francisco",
    "line1": "123 Main St",
    "line2": "Suite 100"
  },
  "transaction_date": "2025-08-29",
  "supply_date": "2025-08-29",
  "items": [
    {
      "discount_type": "PERCENTAGE",
      "discount_value": "10.00",
      "item_id": -1,
      "quantity": "1.000000",
      "unit_price": "100.000000"
    },
    {
      "item_id": -2,
      "quantity": "2.000000",
      "record_level_discount_amount": "5.00",
      "selected_vat_rate_id": 1,
      "unit_price": "50.000000"
    }
  ],
  "currency_code": "USD"
}
'

import requests

url = "https://api.dualentry.com/public/v3-alpha/taxes/calculate/"

payload = {
    "company_id": 1,
    "customer_id": 1,
    "vendor_id": None,
    "record_type": "invoice",
    "credit_source": {
        "record_id": 1,
        "record_type": "invoice"
    },
    "transaction_buyer_address": {
        "city": "San Francisco",
        "country": "US",
        "line1": "123 Main St",
        "line2": "Suite 100",
        "postal_code": "94105",
        "region": "CA"
    },
    "transaction_ship_from_address": {
        "country": "US",
        "postal_code": "94105",
        "region": "CA",
        "city": "San Francisco",
        "line1": "123 Main St",
        "line2": "Suite 100"
    },
    "transaction_ship_to_address": {
        "country": "US",
        "postal_code": "94105",
        "region": "CA",
        "city": "San Francisco",
        "line1": "123 Main St",
        "line2": "Suite 100"
    },
    "transaction_date": "2025-08-29",
    "supply_date": "2025-08-29",
    "items": [
        {
            "discount_type": "PERCENTAGE",
            "discount_value": "10.00",
            "item_id": -1,
            "quantity": "1.000000",
            "unit_price": "100.000000"
        },
        {
            "item_id": -2,
            "quantity": "2.000000",
            "record_level_discount_amount": "5.00",
            "selected_vat_rate_id": 1,
            "unit_price": "50.000000"
        }
    ],
    "currency_code": "USD"
}
headers = {
    "X-API-KEY": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'X-API-KEY': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    company_id: 1,
    customer_id: 1,
    vendor_id: null,
    record_type: 'invoice',
    credit_source: {record_id: 1, record_type: 'invoice'},
    transaction_buyer_address: {
      city: 'San Francisco',
      country: 'US',
      line1: '123 Main St',
      line2: 'Suite 100',
      postal_code: '94105',
      region: 'CA'
    },
    transaction_ship_from_address: {
      country: 'US',
      postal_code: '94105',
      region: 'CA',
      city: 'San Francisco',
      line1: '123 Main St',
      line2: 'Suite 100'
    },
    transaction_ship_to_address: {
      country: 'US',
      postal_code: '94105',
      region: 'CA',
      city: 'San Francisco',
      line1: '123 Main St',
      line2: 'Suite 100'
    },
    transaction_date: '2025-08-29',
    supply_date: '2025-08-29',
    items: [
      {
        discount_type: 'PERCENTAGE',
        discount_value: '10.00',
        item_id: -1,
        quantity: '1.000000',
        unit_price: '100.000000'
      },
      {
        item_id: -2,
        quantity: '2.000000',
        record_level_discount_amount: '5.00',
        selected_vat_rate_id: 1,
        unit_price: '50.000000'
      }
    ],
    currency_code: 'USD'
  })
};

fetch('https://api.dualentry.com/public/v3-alpha/taxes/calculate/', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.dualentry.com/public/v3-alpha/taxes/calculate/",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'company_id' => 1,
    'customer_id' => 1,
    'vendor_id' => null,
    'record_type' => 'invoice',
    'credit_source' => [
        'record_id' => 1,
        'record_type' => 'invoice'
    ],
    'transaction_buyer_address' => [
        'city' => 'San Francisco',
        'country' => 'US',
        'line1' => '123 Main St',
        'line2' => 'Suite 100',
        'postal_code' => '94105',
        'region' => 'CA'
    ],
    'transaction_ship_from_address' => [
        'country' => 'US',
        'postal_code' => '94105',
        'region' => 'CA',
        'city' => 'San Francisco',
        'line1' => '123 Main St',
        'line2' => 'Suite 100'
    ],
    'transaction_ship_to_address' => [
        'country' => 'US',
        'postal_code' => '94105',
        'region' => 'CA',
        'city' => 'San Francisco',
        'line1' => '123 Main St',
        'line2' => 'Suite 100'
    ],
    'transaction_date' => '2025-08-29',
    'supply_date' => '2025-08-29',
    'items' => [
        [
                'discount_type' => 'PERCENTAGE',
                'discount_value' => '10.00',
                'item_id' => -1,
                'quantity' => '1.000000',
                'unit_price' => '100.000000'
        ],
        [
                'item_id' => -2,
                'quantity' => '2.000000',
                'record_level_discount_amount' => '5.00',
                'selected_vat_rate_id' => 1,
                'unit_price' => '50.000000'
        ]
    ],
    'currency_code' => 'USD'
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.dualentry.com/public/v3-alpha/taxes/calculate/"

	payload := strings.NewReader("{\n  \"company_id\": 1,\n  \"customer_id\": 1,\n  \"vendor_id\": null,\n  \"record_type\": \"invoice\",\n  \"credit_source\": {\n    \"record_id\": 1,\n    \"record_type\": \"invoice\"\n  },\n  \"transaction_buyer_address\": {\n    \"city\": \"San Francisco\",\n    \"country\": \"US\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\"\n  },\n  \"transaction_ship_from_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_ship_to_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_date\": \"2025-08-29\",\n  \"supply_date\": \"2025-08-29\",\n  \"items\": [\n    {\n      \"discount_type\": \"PERCENTAGE\",\n      \"discount_value\": \"10.00\",\n      \"item_id\": -1,\n      \"quantity\": \"1.000000\",\n      \"unit_price\": \"100.000000\"\n    },\n    {\n      \"item_id\": -2,\n      \"quantity\": \"2.000000\",\n      \"record_level_discount_amount\": \"5.00\",\n      \"selected_vat_rate_id\": 1,\n      \"unit_price\": \"50.000000\"\n    }\n  ],\n  \"currency_code\": \"USD\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("X-API-KEY", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.dualentry.com/public/v3-alpha/taxes/calculate/")
  .header("X-API-KEY", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"company_id\": 1,\n  \"customer_id\": 1,\n  \"vendor_id\": null,\n  \"record_type\": \"invoice\",\n  \"credit_source\": {\n    \"record_id\": 1,\n    \"record_type\": \"invoice\"\n  },\n  \"transaction_buyer_address\": {\n    \"city\": \"San Francisco\",\n    \"country\": \"US\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\"\n  },\n  \"transaction_ship_from_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_ship_to_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_date\": \"2025-08-29\",\n  \"supply_date\": \"2025-08-29\",\n  \"items\": [\n    {\n      \"discount_type\": \"PERCENTAGE\",\n      \"discount_value\": \"10.00\",\n      \"item_id\": -1,\n      \"quantity\": \"1.000000\",\n      \"unit_price\": \"100.000000\"\n    },\n    {\n      \"item_id\": -2,\n      \"quantity\": \"2.000000\",\n      \"record_level_discount_amount\": \"5.00\",\n      \"selected_vat_rate_id\": 1,\n      \"unit_price\": \"50.000000\"\n    }\n  ],\n  \"currency_code\": \"USD\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.dualentry.com/public/v3-alpha/taxes/calculate/")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["X-API-KEY"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"company_id\": 1,\n  \"customer_id\": 1,\n  \"vendor_id\": null,\n  \"record_type\": \"invoice\",\n  \"credit_source\": {\n    \"record_id\": 1,\n    \"record_type\": \"invoice\"\n  },\n  \"transaction_buyer_address\": {\n    \"city\": \"San Francisco\",\n    \"country\": \"US\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\"\n  },\n  \"transaction_ship_from_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_ship_to_address\": {\n    \"country\": \"US\",\n    \"postal_code\": \"94105\",\n    \"region\": \"CA\",\n    \"city\": \"San Francisco\",\n    \"line1\": \"123 Main St\",\n    \"line2\": \"Suite 100\"\n  },\n  \"transaction_date\": \"2025-08-29\",\n  \"supply_date\": \"2025-08-29\",\n  \"items\": [\n    {\n      \"discount_type\": \"PERCENTAGE\",\n      \"discount_value\": \"10.00\",\n      \"item_id\": -1,\n      \"quantity\": \"1.000000\",\n      \"unit_price\": \"100.000000\"\n    },\n    {\n      \"item_id\": -2,\n      \"quantity\": \"2.000000\",\n      \"record_level_discount_amount\": \"5.00\",\n      \"selected_vat_rate_id\": 1,\n      \"unit_price\": \"50.000000\"\n    }\n  ],\n  \"currency_code\": \"USD\"\n}"

response = http.request(request)
puts response.read_body

{
  "type": "SALES_TAX",
  "data": {
    "items": [
      {
        "product_tax_code": "<string>",
        "tax_code": "<string>",
        "tax_rate": "0.2000",
        "tax_amount": "20",
        "amount_with_tax": "120",
        "item_id": 123,
        "provider_tax_code": "<string>",
        "is_taxable": true,
        "tax_exempt_amount": "0",
        "tax_metadata": {},
        "post_to_gl": [
          {
            "account_id": 123,
            "name": "<string>",
            "number": 123,
            "role": "asset"
          }
        ]
      }
    ],
    "total_tax_amount": "20",
    "total_with_tax": "120",
    "tax_applicable": true,
    "nexus_detected": true,
    "destination": {
      "country": "US",
      "postal_code": "94105",
      "region": "CA",
      "city": "San Francisco",
      "line1": "123 Main St",
      "line2": "Suite 100"
    },
    "calculation_source": "<string>",
    "tax_metadata": {}
  }
}

{
  "errors": {},
  "success": false
}

{
  "errors": {},
  "success": false,
  "error_code": "<string>",
  "error_reason": "<string>"
}

{
  "errors": {},
  "success": false
}

Authorizations

X-API-KEY

string

header

required

Headers

Idempotency-Key

string

Optional. A unique value (a UUID works well) identifying this operation. If the request is repeated with the same key, the original response is replayed instead of the operation running again, so a retry cannot create a duplicate record. Results are replayable for 48 hours. Reusing a key with a different request body returns 422.

Maximum string length: 255

Body

application/json

company_id

integer

required

Company ID

Example:

1

customer_id

integer | null

Customer ID (money-in records)

Example:

1

vendor_id

integer | null

Vendor ID (money-out records)

Example:

null

record_type

enum<string> | null

Optional taxable record type. Customer/vendor credits use ReturnOrder estimates.

Available options:

invoice,

cash_sale,

customer_credit,

sales_order,

bill,

direct_expense,

vendor_credit,

purchase_order

Example:

"invoice"

credit_source

CreditSourceIn · object | null

Optional linked source for customer/vendor credits. Used to pin AvaTax taxOverride.taxDate to the original sale/purchase.

Show child attributes

Example:

{ "record_id": 1, "record_type": "invoice" }

transaction_buyer_address

TaxLocationIn · object | null

Buyer address on the transaction — required for sales tax, ignored for VAT

Show child attributes

Example:

{
  "city": "San Francisco",
  "country": "US",
  "line1": "123 Main St",
  "line2": "Suite 100",
  "postal_code": "94105",
  "region": "CA"
}

transaction_ship_from_address

TaxLocationIn · object | null

Vendor shipment origin for money-out records. Overrides the vendor default address in tax preview.

Show child attributes

transaction_ship_to_address

TaxLocationIn · object | null

Company delivery location for money-out records. Overrides the company default address in tax preview.

Show child attributes

transaction_date

string<date> | null

Transaction date — required for sales tax

Example:

"2025-08-29"

supply_date

string<date> | null

Tax point / date of supply — filters VAT and GST rates by valid_from / valid_to

Example:

"2025-08-29"

items

TaxedItemIn · object[]

List of items to calculate tax for

Show child attributes

Example:

[
  {
    "discount_type": "PERCENTAGE",
    "discount_value": "10.00",
    "item_id": -1,
    "quantity": "1.000000",
    "unit_price": "100.000000"
  },
  {
    "item_id": -2,
    "quantity": "2.000000",
    "record_level_discount_amount": "5.00",
    "selected_vat_rate_id": 1,
    "unit_price": "50.000000"
  }
]

currency_code

enum<string> | null

Currency code (ISO 4217) — required for sales tax

Available options:

AED,

AFN,

ALL,

AMD,

ANG,

AOA,

ARS,

AUD,

AWG,

AZN,

BAM,

BBD,

BDT,

BGN,

BHD,

BIF,

BMD,

BND,

BOB,

BRL,

BSD,

BTN,

BWP,

BYN,

BZD,

CAD,

CDF,

CHF,

CLF,

CLP,

CNY,

COP,

CRC,

CUP,

CVE,

CZK,

DJF,

DKK,

DOP,

DZD,

EGP,

ERN,

ETB,

EUR,

FJD,

FKP,

GBP,

GEL,

GHS,

GIP,

GMD,

GNF,

GTQ,

GYD,

HKD,

HNL,

HTG,

HUF,

IDR,

ILS,

INR,

IQD,

IRR,

ISK,

JMD,

JOD,

JPY,

KES,

KGS,

KHR,

KMF,

KPW,

KRW,

KWD,

KYD,

KZT,

LAK,

LBP,

LKR,

LRD,

LSL,

LYD,

MAD,

MDL,

MGA,

MKD,

MMK,

MNT,

MOP,

MRU,

MUR,

MVR,

MWK,

MXN,

MYR,

MZN,

NAD,

NGN,

NIO,

NOK,

NPR,

NZD,

OMR,

PAB,

PEN,

PGK,

PHP,

PKR,

PLN,

PYG,

QAR,

RON,

RSD,

RUB,

RWF,

SAR,

SBD,

SCR,

SDG,

SEK,

SGD,

SHP,

SLL,

SOS,

SRD,

STN,

SVC,

SYP,

SZL,

THB,

TJS,

TMT,

TND,

TOP,

TRY,

TTD,

TWD,

TZS,

UAH,

UGX,

USD,

UYU,

UZS,

VES,

VND,

VUV,

WST,

XAF,

XAG,

XAU,

XCD,

XDR,

XOF,

XPD,

XPF,

XPT,

YER,

ZAR,

ZMW,

ZWL

Example:

"USD"

Response

type

enum<string>

required

Available options:

SALES_TAX,

VAT,

GST,

NONE

data

SalesTaxDataOut · object

required

SalesTaxDataOut
VatDataOut
GstDataOut
NoneTaxDataOut

Show child attributes

Overview

V3 (alpha)

Calculate tax

Authorizations

Headers

Body

Response