Glossary

Tax invoice parties

Term	Meaning	API field
Supplier	The business that supplies goods or services and sends the tax invoice	`supplier`
Supplied party	The business that receives the goods or services and the tax invoice	`supplied`
Trustee	The business that issues a tax invoice on behalf of the principal	`trustee`

Issuer

An issuer is a tax invoice issuance principal registered within an API key scope. Register it with the Register Issuer API. Direct issuance requires a certificate, while email-approved reverse issuance does not require one to be registered in advance.

Issuance type	Issuer	Resolution field
Regular or delegated direct issuance	Supplier	`supplier.identificationNumber`
Brokered direct issuance	Trustee	`trustee.identificationNumber`
Reverse issuance	Supplier	`supplier.identificationNumber`

Customer in the Bolta web app

In the Bolta web app, a customer is the supplied party that receives a tax invoice.

Context	Party
Customer management in the Bolta web app	Supplied party
`supplier` in a tax invoice request	Supplier
`trustee` in a tax invoice request	Trustee
A business registered under `/v1/issuers`	Tax invoice issuance principal

Cash receipt terms

Term	Meaning	API field
Issuer	The business that issues the cash receipt	`issuer`
Recipient	The party receiving the cash receipt	`recipient`
Self-issuance (`SELF`)	Issuance without recipient information	`recipient.type = SELF`
Recipient identifier	A mobile phone number or business registration number; omitted for `SELF`	`recipient.value`
Issuance key	Identifies an issuance request and a cancellation target	`issuanceKey`
Approval number	Assigned after successful cash receipt issuance	`cashReceiptApprovalNumber`

Business registration status terms

Term	Meaning	API field
Active business	A business currently operating	`registration.status = ACTIVE`
Suspended business	A business that filed for suspension	`registration.status = SUSPENDED`
Closed business	A business that has closed	`registration.status = CLOSED`
Not registered	A number with no business registration record	`registration.status = NOT_REGISTERED`
Unknown	Any other registration state not covered above	`registration.status = UNKNOWN`
Closing date	Provided only for a closed business	`registration.closedOn`
Tax type	General, simplified, tax-exempt, nonprofit, or other corporation	`taxType`
Unchecked item	A number a bulk lookup could not check in this request	`results[].status = null`

Only an active business carries a tax type. The taxType of this lookup API shares a name with the taxType of a tax invoice request but means something different. The tax invoice field classifies the transaction as taxable, zero-rate, or tax-free.

Revenue and expense terms

Term	Meaning	API field
Revenue	Tax invoices and invoices where your business is the supplier	`items[]` of `GET /v1/revenues`
Expense	Tax invoices and invoices where your business is the recipient	`items[]` of `GET /v1/expenses`
Evidence type	The kind of document behind a revenue or expense record. Skip items with an unknown value	`type`
Tax invoice	The tax invoice as registered with the NTS	`taxInvoice`
Detail filling	Adding the issuance time, addresses, managers, and line items to a document collected from Hometax. Documents still being filled do not appear in responses	`taxInvoice.items`
Visible record	A revenue or expense record visible in the dashboard. Overwrite the same `id`	`status = ACTIVE`
Hidden record	A revenue or expense record removed from the dashboard view because it was archived or deactivated. Delete the same `id`	`status = REMOVED`

Revenue and expense records arrive in the order they changed in Bolta, not by write date. See Revenue and Expense for cursor and sync rules.

Bank account transaction terms

Term	Meaning	API field
Bank account	A bank account connected in the Bolta dashboard	`items[]` of `GET /v1/bankAccounts`
Sync	Bolta fetching transactions from the bank	`syncStatus`, `POST /v1/bankAccounts:sync`
Cursor	A value that marks how far you have received transactions. Pass it to the next call as received. It is bound to the filters and API key it was issued for	`nextCursor`, `cursor`
Bank code	Three-digit standard bank code assigned by KFTC	`bankCode`
Visible transaction	A transaction visible in the dashboard. Overwrite the same `id`	`status = ACTIVE`
Hidden transaction	A transaction removed from the dashboard view, for example by disconnecting the account or archiving it. Delete the same `id`	`status = REMOVED`
Bank memo	The description the bank attaches to a transaction	`description`

Transactions arrive in the order they changed in Bolta, not in transaction time order. See Bank Account Transactions for details.

Bank account holder terms

Term	Meaning	API field
Fixed-amount virtual account	A virtual account with a fixed deposit amount, which verifies the holder only when you send that amount	`amount`, `AMOUNT_REQUIRED`
Item error	Why one account failed inside a bulk inquiry	`results[].error`

See Bank Account Holder for details.

API Introduction

API Guides

Use Cases

SDK / No-code

Tax invoice parties

Issuer

Customer in the Bolta web app

Cash receipt terms

Business registration status terms

Revenue and expense terms

Bank account transaction terms

Bank account holder terms

​Tax invoice parties

​Issuer

​Customer in the Bolta web app

​Cash receipt terms

​Business registration status terms

​Revenue and expense terms

​Bank account transaction terms

​Bank account holder terms

​Related documents

Tax invoice parties

Issuer

Customer in the Bolta web app

Cash receipt terms

Business registration status terms

Revenue and expense terms

Bank account transaction terms

Bank account holder terms

Related documents