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Sales (877) 282-5585
Chapter 4.3.14 - Invoice Date
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The Invoice Date field (date) is normally populated with the bill date, invoice date, or call date (as applicable) and is set at the invoice level. The field may appear in any of the Standard Date and Time Format Strings for .NET Framework shown in the table below.

Date Format Sample
yyyymmdd 20180601
mm/dd/yyyy 06/01/2018
m/d/yyyy 6/1/2018
mm-dd-yyyy 06-01-2018
m-d-yyyy 6-1-2018
yyyy-mm-dd 2018-06-01
yyyy-m-d 2018-6-1
yyyy-mm-ddThh:MM:ss 2018-06-01T13:45:30
yyyy-m-dThh:MM:ss 2018-6-1T13:45:30

REST v2 compares this date to the effective date of each tax that applies to the transaction. Historical rates and effective dates are maintained and updated within the AFC tax engine and correct tax information is returned based upon the transaction date.

Invoice Level Invoice Date Example

In this example, the Invoice Date (date) is set to 05/01/2017 on the invoice and applies to all three line items.

{
"cmpn": {
"bscl": 0,
"svcl": 0,
"fclt": false,
"frch": false,
"reg": false
},
"inv": [
{
"doc": "TEST-VOIP INVOICE",
"cmmt": false,
"bill": {
"cnty": "San Francisco",
"ctry": "USA",
"int": true,
"geo": false,
"city": "San Francisco",
"st": "CA",
"zip": "94102"
},
"cust": 0,
"lfln": false,
"date": "2017-05-01T12:00:00Z",
"itms": [
{
"ref": "Line Item 001 - VoIP/Access Charge",
"chg": 100,
"line": 0,
"sale": 1,
"incl": false,
"tran": 19,
"serv": 6,
"dbt": false,
"adj": false
},
{
"ref": "Line Item 002 - VoIP/Lines",
"chg": 0,
"line": 10,
"sale": 1,
"incl": false,
"tran": 19,
"serv": 21,
"dbt": false,
"adj": false
},
{
"ref": "Line Item 003 - VoIP/Equip Rental",
"chg": 25,
"line": 0,
"sale": 1,
"incl": false,
"tran": 19,
"serv": 37,
"dbt": false,
"adj": false
}
],
"invm": true,
"dtl": true,
"summ": true,
"opt": [
{
"key": "1",
"val": "VoIP Sample Line Items Invoice ABC-ZZZ"
}
]
}
]
}

Response

Taxes (txs and summ) are returned as normal.

View the Response JSON
{
"inv": [
{
"doc": "TEST-VOIP INVOICE",
"itms": [
{
"ref": "Line Item 001 - VoIP/Access Charge",
"txs": [
{
"bill": true,
"cmpl": true,
"tm": 35.099999999999994,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "Universal Lifeline Telephone Service Charge (VoIP)",
"exm": 64.9,
"lns": 0,
"min": 0,
"pcd": 253500,
"rate": 0.0475,
"sur": true,
"tax": 1.6672499999999997,
"lvl": 1,
"tid": 454
},
{
"bill": true,
"cmpl": true,
"tm": 35.099999999999994,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "CA Teleconnect Fund (VoIP)",
"exm": 64.9,
"lns": 0,
"min": 0,
"pcd": 253500,
"rate": 0.0108,
"sur": true,
"tax": 0.37908,
"lvl": 1,
"tid": 452
},
{
"bill": true,
"cmpl": true,
"tm": 35.099999999999994,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "CA High Cost Fund A (VoIP)",
"exm": 64.9,
"lns": 0,
"min": 0,
"pcd": 253500,
"rate": 0.0035,
"sur": true,
"tax": 0.12284999999999999,
"lvl": 1,
"tid": 450
},
{
"bill": true,
"cmpl": true,
"tm": 35.099999999999994,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "TRS (VoIP)",
"exm": 64.9,
"lns": 0,
"min": 0,
"pcd": 253500,
"rate": 0.005,
"sur": true,
"tax": 0.17549999999999996,
"lvl": 1,
"tid": 217
},
{
"bill": true,
"cmpl": true,
"tm": 35.099999999999994,
"calc": 1,
"cat": "E-911 CHARGES",
"cid": 7,
"name": "E911 (VoIP)",
"exm": 64.9,
"lns": 0,
"min": 0,
"pcd": 253500,
"rate": 0.0075,
"sur": false,
"tax": 0.26324999999999993,
"lvl": 1,
"tid": 161
},
{
"bill": true,
"cmpl": true,
"tm": 64.9,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "FUSF (VoIP)",
"exm": 35.099999999999994,
"lns": 0,
"min": 0,
"pcd": 0,
"rate": 0.174,
"sur": false,
"tax": 11.2926,
"lvl": 0,
"tid": 162
},
{
"bill": true,
"cmpl": true,
"tm": 64.9,
"calc": 1,
"cat": "REGULATORY CHARGES",
"cid": 6,
"name": "FCC Regulatory Fee (VoIP)",
"exm": 35.099999999999994,
"lns": 0,
"min": 0,
"pcd": 0,
"rate": 0.00302,
"sur": false,
"tax": 0.19599800000000003,
"lvl": 0,
"tid": 226
}
]
},
{
"ref": "Line Item 002 - VoIP/Lines",
"txs": [
{
"bill": true,
"cmpl": true,
"tm": 0,
"calc": 4,
"cat": "E-911 CHARGES",
"cid": 7,
"name": "San Francisco Access line Tax (VoIP)",
"exm": 0,
"lns": 10,
"min": 0,
"pcd": 377300,
"rate": 3.27,
"sur": false,
"tax": 32.7,
"lvl": 3,
"tid": 250
}
]
},
{
"ref": "Line Item 003 - VoIP/Equip Rental",
"txs": [
{
"bill": true,
"cmpl": true,
"tm": 25,
"calc": 1,
"cat": "SALES AND USE TAXES",
"cid": 1,
"name": "District Tax",
"exm": 0,
"lns": 0,
"min": 0,
"pcd": 377200,
"rate": 0.0125,
"sur": false,
"tax": 0.3125,
"lvl": 2,
"tid": 4
},
{
"bill": true,
"cmpl": true,
"tm": 25,
"calc": 1,
"cat": "SALES AND USE TAXES",
"cid": 1,
"name": "Sales Tax",
"exm": 0,
"lns": 0,
"min": 0,
"pcd": 377300,
"rate": 0.0125,
"sur": false,
"tax": 0.3125,
"lvl": 2,
"tid": 1
},
{
"bill": true,
"cmpl": true,
"tm": 25,
"calc": 1,
"cat": "SALES AND USE TAXES",
"cid": 1,
"name": "Sales Tax",
"exm": 0,
"lns": 0,
"min": 0,
"pcd": 377300,
"rate": 0.06,
"sur": false,
"tax": 1.5,
"lvl": 1,
"tid": 1
}
]
}
],
"summ": [
{
"max": 2147483647,
"min": 0,
"tchg": 35.099999999999994,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "Universal Lifeline Telephone Service Charge (VoIP)",
"exm": 64.9,
"lns": 0,
"pcd": 253500,
"rate": 0.0475,
"sur": true,
"tax": 1.6672499999999997,
"lvl": 1,
"tid": 454
},
{
"max": 2147483647,
"min": 0,
"tchg": 35.099999999999994,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "CA Teleconnect Fund (VoIP)",
"exm": 64.9,
"lns": 0,
"pcd": 253500,
"rate": 0.0108,
"sur": true,
"tax": 0.37908,
"lvl": 1,
"tid": 452
},
{
"max": 2147483647,
"min": 0,
"tchg": 35.099999999999994,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "CA High Cost Fund A (VoIP)",
"exm": 64.9,
"lns": 0,
"pcd": 253500,
"rate": 0.0035,
"sur": true,
"tax": 0.12284999999999999,
"lvl": 1,
"tid": 450
},
{
"max": 2147483647,
"min": 0,
"tchg": 35.099999999999994,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "TRS (VoIP)",
"exm": 64.9,
"lns": 0,
"pcd": 253500,
"rate": 0.005,
"sur": true,
"tax": 0.17549999999999996,
"lvl": 1,
"tid": 217
},
{
"max": 2147483647,
"min": 0,
"tchg": 35.099999999999994,
"calc": 1,
"cat": "E-911 CHARGES",
"cid": 7,
"name": "E911 (VoIP)",
"exm": 64.9,
"lns": 0,
"pcd": 253500,
"rate": 0.0075,
"sur": false,
"tax": 0.26324999999999993,
"lvl": 1,
"tid": 161
},
{
"max": 2147483647,
"min": 0,
"tchg": 64.9,
"calc": 1,
"cat": "CONNECTIVITY CHARGES",
"cid": 5,
"name": "FUSF (VoIP)",
"exm": 35.099999999999994,
"lns": 0,
"pcd": 0,
"rate": 0.174,
"sur": false,
"tax": 11.2926,
"lvl": 0,
"tid": 162
},
{
"max": 2147483647,
"min": 0,
"tchg": 64.9,
"calc": 1,
"cat": "REGULATORY CHARGES",
"cid": 6,
"name": "FCC Regulatory Fee (VoIP)",
"exm": 35.099999999999994,
"lns": 0,
"pcd": 0,
"rate": 0.00302,
"sur": false,
"tax": 0.19599800000000003,
"lvl": 0,
"tid": 226
},
{
"max": 2147483647,
"min": 0,
"tchg": 0,
"calc": 4,
"cat": "E-911 CHARGES",
"cid": 7,
"name": "San Francisco Access line Tax (VoIP)",
"exm": 0,
"lns": 10,
"pcd": 377300,
"rate": 3.27,
"sur": false,
"tax": 32.7,
"lvl": 3,
"tid": 250
},
{
"max": 2147483647,
"min": 0,
"tchg": 25,
"calc": 1,
"cat": "SALES AND USE TAXES",
"cid": 1,
"name": "District Tax",
"exm": 0,
"lns": 0,
"pcd": 377200,
"rate": 0.0125,
"sur": false,
"tax": 0.3125,
"lvl": 2,
"tid": 4
},
{
"max": 2147483647,
"min": 0,
"tchg": 25,
"calc": 1,
"cat": "SALES AND USE TAXES",
"cid": 1,
"name": "Sales Tax",
"exm": 0,
"lns": 0,
"pcd": 377300,
"rate": 0.0125,
"sur": false,
"tax": 0.3125,
"lvl": 2,
"tid": 1
},
{
"max": 2147483647,
"min": 0,
"tchg": 25,
"calc": 1,
"cat": "SALES AND USE TAXES",
"cid": 1,
"name": "Sales Tax",
"exm": 0,
"lns": 0,
"pcd": 377300,
"rate": 0.06,
"sur": false,
"tax": 1.5,
"lvl": 1,
"tid": 1
}
]
}
]
}

See Also

Input Objects

  • CalcTaxes request
  • Invoice
  • Line item

Output Objects

  • CalcTaxes response
  • Detailed tax results
  • Summarized tax results
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