Docs/Guides
Country & Tax Setup
Set an organization's country, region and sales tax rules.
Every organization books under one country's rules. Canada has GST/HST, PST and QST with input tax credits and CRA GIFI account codes. The United States has sales tax collected per state and IRS form lines as account codes, chosen by business type. Any other supported country uses its own VAT- or GST-style rates and no account codes. The home currency is set at signup and can't change once transactions are booked.
Endpoints
POSTList CountriesCountries an organization can book in, each with its default home currency (empty when it must be picked from the supported currencies).POSTCountry OptionsA country's region picker, currency, account code system and capabilities before an organization exists. The same shape is on every organization as jurisdiction.POSTUpdate Country SettingsFor an organization outside Canada: its region, tax registration number, and either its own sales tax rates (generic countries) or its business type (US). The currency (generic countries) and the business type (US) can only change before any transactions are booked. Changing the business type re-codes every account to the new form's lines. Requires the owner or admin role. A Canadian organization's province and filing frequency are set with updateOrganization.