HubSpot Line Items

Tracking Creation and Update Time

HubSpot’s tax rate records include two standard timestamps for tracking data changes. In addition to timestamps, managing HubSpot’s line items is enhanced by using createdAt and updatedAt properties. The createdAt property is an ISO 8601 timestamp. It indicates the exact moment the tax rate was originally defined within the system. The updatedAt property is a similar timestamp. It records the last time any information about the tax rate—such as its percentage or name—was modified. These properties provide a clear audit trail for financial data. This allows platforms like noca.ai to monitor the accuracy and recency of tax information being applied to commerce transactions.

Noca.ai relies on these timestamps to monitor for recent changes to tax rules. This ensures all financial calculations performed outside of HubSpot are based on the latest compliant rates. By integrating this tax data into its platform, noca.ai guarantees accurate, compliant billing on Quotes and Invoices synced with the CRM.

Applying Tax to Commerce Items

The primary purpose of retrieving a tax rate record is to apply it during the creation of a commerce transaction. If you’re dealing with HubSpot line items, you must first retrieve the unique ID of the desired tax rate. This is necessary to successfully associate it with a product or service being sold. This ID acts as the required link. It is then used by the developer to populate the hs_tax_rate_group_id property within the request body when creating a new Line Item via the API.

Ensuring Accurate Billing

By setting the hs_tax_rate_group_id property on the Line Item, you ensure the correct sales tax, VAT, or other specified rate is automatically calculated. It is then applied to the final price. In managing HubSpot’s line items, this simple step is critical for accurate billing and regulatory compliance. It links the product being sold to a defined tax rule in HubSpot. Thus, when the Line Item is added to a Quote or Invoice, the financial totals are calculated correctly according to the established tax rules.