Business account license number

Element type: Suggested for Core

Endpoints/models used: BusinessAccount

Your integration should provide a method for specifying a business account's state-specific license. This license describes how you interact with the counterparty and how you drive tax logic decisions. For example, when selling fuel for export in ATE transactions, ATE will search for an exporter of excise license within the counterparty's BA.

Licenses can exist for a tax exemption, a tax deferral, a tax activation, or to provide a tax collection allowance.

Specifying licenses is done using the LicenseNumber field in the BusinessAccount model.

Example

{
  "ImportName": "BE_API_TEST",  //--Required
  "UpdateMatchesMode": "INSERT",  //--Required
  "TerminateNewRecords": false,  //--Required
  "CreateAllAccountTypes": true,  //--Required
  "LoadId": "LOAD_GUID_HERE",  //--Required
  "BusinessEntities": [
    {
      "LegalName": "TEST_BE",  //--Required
      "LegalNamePriority": 0,  //--Required
      "TradeName": "TEST_BE",
      "NameControl": "TES",
      "EffectiveDate": "2024-09-01T14:55:52.950Z",  //--Required
      "ObsoleteDate": "2024-09-01T14:55:52.950Z",
      "Address1": "110 Main Street",
      "Address2": "Suite 100",
      "City": "Houston",
      "Jurisdiction": "TX",
      "PostalCode": "77002",
      "CountryCode": "USA",
      "County": "HARRIS",
      "CustomId": "TEST_BE",  //--Required
      "CustomIdPriority": 0,  //--Required
      "IdCodeAndIdTypePriority": 0,  //--Required
      "BusinessEntityMappingId": "BE_GUID_HERE", //--Required
      "BusinessEntityIdCodes": [  //--Required
        {
          "CountryCode": "USA",  //--Required
          "IdType": "FEIN",  //--Required
          "IdCode": "999999999"  //--Required
        }
      ],
      "BusinessAccounts": [
        {
          "CountryCode": "USA",
          "Jurisdiction": "CA",
          "BusinessType": "BUY",
          "BusinessSubType": "TOBMANUF",
          "CustomId": null,
          "EffectiveDate": "2020-01-01T00:00:00",
          "ObsoleteDate": null,
          "LicenseNumber": "123456789",
          "LicensePercentage": null,
          "BusinessAccountMappingId": null
        }
      ]
    }
  ]
}

AvaTax for Excise

Business account license number