Overview: Eliminate manual sales tax entries by batch importing a .csv file to create new or update existing Tax Jurisdictions and Zip Code mappings for destination based sales tax.
Program Menu-> Database Management-> Tax jurisdiction - Import
The following is an example of importing Tax Tables from Washington State - each state will be slightly different, but the concepts shown here can be applied to any import file.
1. In the Select Table Group drop down choose ‘Tax’.
2. Click the Find button to locate the file to be imported. .csv (Comma Separated Values) or .xls or.xlsx (Excel / Spreadsheet)
3. Click Load Sample to view the data in the top grid panel.
1. Move the column name from the import file to the appropriate line in the tax tree on the left
a. Drag the column heading A,B,C, etc… and drop on the appropriate field in the tree
In this example this is how the mapping was done(See Row Key Definitions below)
1. Column B mapped to Row Key, Row key has to be different for each line
2. Column B also mapped to Jurisdiction which will allow zip codes be assigned to the correct Jurisdiction. Refer to the next section on Importing Tax Jurisdictions
3. Column A mapped to Description
4. Column G mapped to Active Date Active date
5. Maximum Tax is a set value of 999999.99, unless your state has a different value
6. Column F mapped to Tier 1 Rent/Sale/Damage Waiver/Item Percentage
7. Taxable Up to is a set value of 999999.99. Unless your state has a different value.
*Note: Setting a Value can be done by right clicking the field name in the tree. This is also where you can clear any mappings.
1. Once all the necessary columns are mapped click the preview button
2. If everything looks correct click the import data button