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Auto-Map Tax Rates

POST 

/api/ledger/connections/:connectionId/tax-rate-mappings/auto-map

Suggest a provider tax code for every tax rate that does not have a valid one yet.

Not yet available to API tokens

This endpoint currently requires session authentication; Personal Access Token scope support is in progress.

Authentication: Requires Bearer token.

Saves nothing. The response returns the unchanged mapping rows plus a proposals array to review; apply the ones you accept with POST .../tax-rate-mappings/apply.

Proposal fields:

  • confidence (number) - 0 to 1.
  • reason (string) - exact_name (identical names), rate (the only provider code at that percentage), rate_and_name (several codes share the percentage, resolved by the closest name), or name_similarity.
  • is_certain (boolean) - true only for exact_name and rate. An ambiguous percentage is never certain, because two codes at the same rate can mean opposite things (tax on income vs tax on purchases).

Rates that are already mapped are left alone. Returns 404 when the connection id does not name the configured accounting connection.

Request

Responses

OK

Response Headers
    Content-Type