Easy-Acumatica Docs

Tax Category Service

This guide covers the `TaxCategoryService`, which is your primary tool for creating or updating tax category records through the contract-based API.

Importing Helpers

Before you start, import the necessary builders and query helpers. The `TaxCategoryService` methods rely on these to construct payloads and define query parameters.

python

from easy_acumatica.models.tax_category_builder import TaxCategoryBuilder
from easy_acumatica.models.query_builder import QueryOptions

Service Method

update_tax_category(api_version, builder, options=None)

Creates a new tax category or updates an existing one. The API uses a `PUT` request, which will create a new record if the `TaxCategoryID` doesn't exist, or update it if it does. You must provide a `TaxCategoryBuilder` instance containing the category's details.

python

# 1. Build the tax category payload
tax_category_payload = (
    TaxCategoryBuilder()
    .tax_category_id("SERVICES")
    .description("Taxable Professional Services")
    .active(True)
    .exclude_listed_taxes(False)
)

# 2. Use the payload to create or update the record
try:
    new_category = client.tax_categories.update_tax_category(
        "24.200.001",
        builder=tax_category_payload
    )
    print(f"Successfully created or updated tax category: {new_category['TaxCategoryID']['value']}")
except Exception as e:
    print(f"Failed to process tax category: {e}")
Easy-Acumatica v0.3.9 — Created and Developed by Matthew Hirstius (Nioron07).
Significant Contributions made by Chris Xu
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