Tax Jurisdiction Import

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.

How to Get There

Expert: Program Menu > Database Management > Tax jurisdiction - Import

Elite: Tools > Database Management > Tax jurisdiction - Import

Importing Tax Tables

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.
    
    
4. Move the column name from the import file to the appropriate line in the tax tree on the left
   • Drag the column heading A, B, C, etc.… and drop on the appropriate field in the tree.
     
     
5. Once all the necessary columns are mapped click the preview button
   
   
6. If everything looks correct click the import data button

Example

In the below example, notice how the mapping was completed.

Please note that you can set a Value by right-clicking the field name in the tree. This is also where you can clear any mappings.