Hierarchy of entity records

The hierarchy and sequence for importing and exporting records to and from
Vertex Central is shown in the following table.
Example: If the import data comprises Taxpayer and Customer records, all
Taxpayer-level records must precede Customer-level records. For the
Customer records, Customer Reason Code record values must precede
Customer Contact record values.
If you split up your imports into multiple import files, you must perform the
imports in the sequence defined by the hierarchy in the following table.
Order Entity Sub-entity
1 Version formats None
2 Imposition formats Tax Imposition Inclusion fields
Tax Imposition fields
3 Taxpayer formats Taxpayer Reason Code fields
Taxpayer Contact fields
Taxpayer fields
Taxpayer Business Location fields
Taxpayer Tax Registration Imposition Jurisdiction fields
Taxpayer Tax Registration Imposition fields
Taxpayer Tax Registration Jurisdiction fields
Taxpayer Tax Registration fields
Taxpayer Discount Type fields
Taxpayer Currency Rounding Rule fields
Taxpayer Recoverable Percentage for VAT fields
4 Taxability Category formats None
5 Flexible Field Definition formats None
6 Taxability Driver formats None
7 Customer formats Customer Reason Code fields
Customer Contact fields
Customer fields
Customer Business Location fields
Customer Tax Registration Imposition Jurisdiction fields
Customer Tax Registration Imposition fields
Customer Tax Registration Jurisdiction fields
Customer Tax Registration fields
Order Entity Sub-entity
8 Vendor formats Vendor Reason Code fields
Vendor fields
Vendor Business Location fields
Vendor Tax Registration Imposition Jurisdiction fields
Vendor Tax Registration Imposition fields
Vendor Tax Registration Jurisdiction fields
Vendor Tax Registration fields
Vendor Recoverable Percentage for VAT fields
9 Taxability Category Mapping formats Taxability Category Mapping Drivers fields
Taxability Category Mapping fields
10 Form formats Form Jurisdiction fields
Form fields
11 Certificate formats Certificate Taxability Driver fields
Certificate Transaction Type fields
Certificate Imposition Jurisdiction fields
Certificate Imposition fields
Certificate Jurisdiction fields
Certificate Coverage fields
Certificate Image fields
Certificate fields
12 Batch Certificate formats Batch Certificate Jurisdiction fields
Batch Certificate fields
13 Letter formats Letter Template fields
Letter Batch Taxpayer fields
Letter Batch Customer fields
Letter Batch Jurisdiction fields
Letter Batch fields
Order Entity Sub-entity
14 Tax Rule formats Tax Rule Transaction Type fields
Tax Rule Tax Type fields
Tax Rule Tax Imposition fields
Tax Rule Qualifying Conditions fields
Tax Rule Conditional Jurisdiction fields
Child Single Rate Tax Structure fields
Single Rate Tax Structure fields
Child Quantity Tax Structure fields
Quantity Tax Structure fields
Child Tier fields
Tier fields
Child Tiered Tax Structure fields
Tiered Tax Structure fields
Flat Tax Tax Structure fields
Tax Rule Conditional Tax Expression Tax Factor fields
Tax Rule Tax Basis Conclusion Tax Factor fields
Tax Rule Conditional Tax Expression fields
Tax Basis Rule Tax Basis Conclusion fields
Taxability Rule fields
Max Tax Rule fields
Tax Basis Rule fields
Recoverability Rule fields
15 Taxability Mapping formats Taxability Mapping Rule Transaction Type fields
Taxability Mapping Rule Tax Type fields
Taxability Mapping Rule Tax Imposition fields
Taxability Mapping Rule Qualifying Conditions fields
Taxability Mapping Rule Conditional Jurisdiction fields
Taxability Mapping Rule fields
Taxability Mapping Category Mapping Drivers fields
Taxability Mapping Category Mapping fields
Taxability Mapping fields
16 Situs Treatment Rule formats Situs Treatment Rule Transaction Event fields
Situs Treatment Rule fields
Order Entity Sub-entity
17 Tax Assist formats Tax Assist Lookup Table fields
Tax Assist Lookup Record fields
Tax Assist Allocation Table fields
Tax Assist Allocation Column fields
Tax Assist Allocation Column Value fields
Tax Assist Rule fields
18 Data Extract format Data Extract Report fields
Data Extract Report Field fields
Data Extract Report Filter fields
Data Extract Report Property fields