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Zip Code Tax Jurisdictions Import
| ⚠️ You should always perform this action in the "Training Database" or in "Training Mode" BEFORE you make changes to live data. There is NO "undo" button in this tool. Proceed cautiously. To learn more, see our article Training Mode (Training Database) |
If you need to associate specific zip codes with tax jurisdictions in your system, this guide will walk you through the import process step-by-step.
Topics included in this article
Prerequisite
Make sure you’ve already imported your tax jurisdictions. Zip codes must be linked to existing jurisdictions, so this step is required before proceeding.
Accessing the Import Tool
| ⚠️ You should always perform this action in the "Training Database" or in "Training Mode" BEFORE you make changes to live data. There is NO "undo" button in this tool. Proceed cautiously. To learn more, see our article Training Mode (Training Database) |
To begin the import process, follow the path below for your product.
- Elite: Left menu > Tools > Database Management > Tax Jurisdiction Import
- Expert: Program Menu > Database Management > Tax Jurisdiction Import
Upload Your File
- In the Select Table Group dropdown (near the top-left corner), choose Tax.
- Click the Find button to browse for the file you want to import. You can use any of the following file formats: .csv (Comma-Separated Values) and .xls or .xlsx (Excel spreadsheet)
- Click Load Sample to preview your data in the top grid.
Map Your Columns
You’ll now match the columns in your import file to the appropriate fields in the system.
Drag the column headers (A, B, C, etc.) from the top grid and drop them onto the corresponding fields in the tree panel on the left.
Example Mapping
| Column | Mapped To |
| A | Row Key & Zip Code |
| B | Row Key & Low+4 |
| C | Row Key & High+4 |
| D | Row Key & Jurisdiction |
| 💡 Tip: You can map a single column to multiple fields if necessary (e.g., Column A as both Row Key and Zip Code). |
Setting Values
Active Date can be:
- Mapped from a column, or
- Set to a fixed value by right-clicking the field name in the tree and choosing Set Value.
- You can also clear any mapping by right-clicking and selecting Clear Mapping.
Row Key Definitions
Row Key: Unique identifiers in your import. These fields must not be duplicated.
Jurisdiction: The tax code or name that identifies the tax jurisdiction for the zip code.
Maximum Tax: The maximum tax that can be charged on a contract, based on your state’s regulations.
If you run into any issues or have questions about this process, feel free to reach out to our support team—we’re here to help!
Preview & Import
Once you’ve mapped all the necessary fields:
- Click Preview to double-check your data.
- If everything looks correct, click Import Data to complete the process.
Testing Results
You can test the results of the import by creating a new contract, marking it for delivery, setting a delivery address, and then checking the tax rate on the contract within the Information tab.