OpenZac

California Sales Tax Allocations

We have monthly sales tax allocation data for every city, county, and special district dating back to ~2018.

The allocation model

The allocation model represents a monthly sales tax allocation made by the CDTFA to a local taxing authority. This resource combines data from the Monthly Statement and the Quarterly Allocations reports into a cohesive monthly datapoint.

Properties

  • Name
    dates.allocation_period
    Type
    date
    Description

    The month in which this allocation was released to the locality.

  • Name
    dates.revenue_period
    Type
    date
    Description

    The month in which this allocation was reported to the locality.

  • Name
    dates.sales_period
    Type
    date
    Description

    The month in which the sale occurred.

  • Name
    dates.formatted
    Type
    date
    Description

    A human readable version of the value in `dates.allocation_period`.

  • Name
    dates.formatted
    Type
    string
    Description

    A human readable version of the value in `dates.allocation_period`.

  • Name
    entity
    Type
    Entity
    Description

    An Entity model representing the taxing entity.

  • Name
    net_payment
    Type
    decimal
    Description

    The net payment made to the taxing entity.

  • Name
    current_distributions
    Type
    decimal
    Description

    The amount distributed to the jurisdiction from local sales occuring in `dates.sales_period`.

  • Name
    current_advance
    Type
    decimal
    Description

    The amount of local and county payments from quarterly taxpayers advanced to the jurisdiction.

  • Name
    countywide_pool
    Type
    decimal
    Description

    The amount allocated from the county pool (only available at the end of the quarter).

  • Name
    countywide_pool_percentage
    Type
    decimal
    Description

    The percentage allocated from the county pool (only available at the end of the quarter).

  • Name
    statewide_pool
    Type
    decimal
    Description

    The amount allocated from the state pool (only available at the end of the quarter).

  • Name
    statewide_pool_percentage
    Type
    decimal
    Description

    The percentage allocated from the state pool (only available at the end of the quarter).

  • Name
    county_share
    Type
    date
    Description

    The amount of local payments allocated to the county based on the jurisdiction's sharing agreement (only available at the end of the quarter).

  • Name
    net_prior_allocations
    Type
    date
    Description

    The net amount advanced in the previous months of this quarter (only available at the end of the quarter).

  • Name
    administrative_cost
    Type
    decimal
    Description

    The amount paid by the jurisdiction to CDTFA for administrative costs (only available at the end of the quarter).

  • Name
    other_adjustments
    Type
    decimal
    Description

    The total of any other adjustments (only available at the end of the quarter).

  • Name
    deltas
    Type
    object
    Description

    An object where each key corresponds to the year over year change of the value above.

GET /tx/sales-tax-allocations

List all allocations

This endpoint allows you to retrieve a paginated list of all allocations in the database. By default, a maximum of 25 allocations are shown per page.

Optional parameters

  • Name
    jurisdictions
    Type
    string
    Description

    A comma-separated list of jurisdiction IDs for filtering allocations.

  • Name
    jurisdiction_type
    Type
    string
    Description

    A jurisdiction_type for filtering allocations. Acceptable values are city, county, transit, special_district.

  • Name
    allocation_period
    Type
    date
    Description

    Filter to a specific revenue period. Format YYYY-MM-01.

  • Name
    period_between
    Type
    string
    Description

    A comma-separated set of dates for filtering allocations. Format YYYY-MM-01,YYYY-MM-01.

  • Name
    limit
    Type
    integer
    Description

    Limit the number of allocations returned. Max of 1,000.

  • Name
    sort
    Type
    string
    Description

    Sort the responses on a given value. Options include: revenue_period, net_payment, prior_collections, current_collections, future_collections, audit_collections, single_local_rate_collections. Prefix the key with a `-` to specify descending order.

Request

GET
/api/ca/sales-tax/allocations 
                                        
curl -G https://open.zactax.com/api/ca/sales-tax/allocations \
    -H "Authorization: Bearer {token}" \
    -d entities=624
    -d sort=-revenue_period
    -d limit=1

Response

                                
{
    "data": [
        {
            "dates": {
                "allocation_period": "2024-02-01",
                "revenue_period": "2024-01-01",
                "sales_period": "2023-12-01",
                "formatted": "February 2024"
            },
            "entity": {
                "id": 624,
                "name": "Hudson Oaks, Texas",
                "slug": "hudson-oaks-texas",
                "state": "tx",
                "type": "city",
                "sales_tax_rate": 0.02,
                "sales_tax_id": 2184071
            },
            "net_payment": 411453.23,
            "prior_collection": 0,
            "current_collections": 418057.03,
            "future_collections": 6.5,
            "audit_collections": -2334.68,
            "single_local_rate_collections": 4297.95,
            "unidentified_collections": 48.67,
            "service_fee": 8404.27,
            "current_retained": 8236.18,
            "prior_retained": 7880.39
        }
    ],
    "links": {
        ...
    },
    "meta": {
        ...
    }
}