OpenZac

Texas Sales Tax Allocations

We have monthly sales tax allocation data for every city, county, and special district. Many of them have detailed allocation data back to ~2014 and monthly allocation back to the early '90s.

The allocation model

The allocation model represents a monthly sales tax allocation made by the Texas Comptroller to a local taxing authority. At a minimum, it contains the net payment allocated to the local jurisdiction. More recent data includes all payment components, such as audit adjustments and single local tax rate collections.

Properties

  • Name
    dates.allocation_period
    Type
    date
    Description

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

  • Name
    dates.sales_period
    Type
    date
    Description

    The month in which current period sales were made (should always be two months prior to `dates.allocation_period`).

  • Name
    dates.formatted
    Type
    string
    Description

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

  • Name
    jurisdiction
    Type
    Jurisdiction
    Description

    A Jurisdiction model representing the taxing entity.

  • Name
    net_payment
    Type
    decimal
    Description

    The net payment made to the taxing entity.

  • Name
    prior_collection
    Type
    decimal
    Description

    The total collections representing payments for months prior to the value of `dates.sales_period`.

  • Name
    current_collections
    Type
    decimal
    Description

    The total collections representing payments for the value of `dates.sales_period`.

  • Name
    future_collections
    Type
    decimal
    Description

    The total collections representing payments after the value of `dates.sales_period`.

  • Name
    audit_collections
    Type
    decimal
    Description

    The total value of audit adjustments included in this allocation.

  • Name
    single_local_rate_collections
    Type
    decimal
    Description

    The total value of tax allocations under the Single Local Tax Rate rule.

  • Name
    unidentified_collections
    Type
    decimal
    Description

    The total value of tax payments allocated as unidentified.

  • Name
    service_fee
    Type
    decimal
    Description

    The value of the Comptroller's 2% service charge.

  • Name
    current_retained
    Type
    decimal
    Description

    The amount of current taxes held back as retainage.

  • Name
    prior_retained
    Type
    decimal
    Description

    The amount of taxes held as retainage in the prior month which are being released to the jurisdiction.

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 allocation period. Format YYYY-MM-01.

  • Name
    between
    Type
    string
    Description

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

  • Name
    since
    Type
    string
    Description

    Filter for allocations after a certain date (inclusive). Format 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/tx/sales-tax/allocations 
                                        
curl -G https://open.zactax.com/api/tx/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",
                "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": {
        ...
    }
}