When is the deadline to upload my transactions to TaxCloud?

TaxCloud performs two report generations each month:

1. Around the 3rd/4th; and
2. Another after the 10th

To ensure that your transactions are included in your reports, you will need to upload any data by the 10th of each month at midnight UTC.

Report Generation:

• First Report (Initial) – Generated around the 3rd/4th of each month, covering all transactions through that date.
  • This is the time to review your reports and ensure your transaction data is accurate. If the amounts shown are not close to what you expected, or if you need additional time to update your data, please contact TaxCloud Support before the 10th. We can temporarily pause filing if needed.
    • To avoid late penalties, TaxCloud may proceed with a $0 filing or file based on the current data, and then submit an amendment once your transactions are corrected. Let us know your preference when you reach out.
• Second Report (Final) – Generated after the transaction update deadline on the 10th, to capture any additions or corrections made since the first report.

If I need to have transactions disabled, when should I submit my request?

You will want to submit any requests to update your data before the 10th of each month at midnight UTC. That will allow our engineers enough time to ensure the reports are updated and repopulated.

Can I get an extension to upload my data?

Not at this time, unfortunately. To ensure our Filing teams submit your returns on time, you will need to submit your data no later than the deadline.

How to upload your data ?

If you need to manually add or change the data imported to your account, or if you do not have a data import-capable integration, you'll manually upload your transaction data via CSV.