Uploading your Transactions via CSV

One way to upload your transactions to TaxCloud is via our CSV Importer. Read on for helpful tutorials, tips, and FAQs.

How to fill out a CSV file for a successful import?

Filling out a CSV file can be challenging. Here is a helpful video on how to complete the CSV file for a successful import.

How to upload your CSV to TaxCloud?

The below video tutorial provides steps on uploading your CSV file to TaxCloud.

Where can I download the CSV template?

The CSV transaction template can be found here, on your Transaction Upload page.

1. Click Transactions > Uploads
2. Click the downward arrow to expand the Frequently Asked Questions Section
3. Under Importing Transactions Into TaxCloud, click the TaxCloud Transaction Import Template link.

Is there a transaction limit?

Yes. Please upload up to 1000 transactions on one CSV.

Is there a deadline to upload my CSV?

Yes! You will want to ensure your data is uploaded to TaxCloud by the 10th of each month. For the data to be included in an upcoming sales tax return that TaxCloud is filing, all data must be in TaxCloud between the 1st and 10th of the remittance month of the period to be filed.

• For example: January transactions remitted in February must be in TaxCloud by February 10th.
• Q1 transactions would need to be in by April 10th. If the 10th falls on a weekend, data needs to be in TaxCloud the business day before the 10th.

What are the definitions for the required fields?

You can read more about the definitions for the required fields here.

Can I remove or add columns to the CSV file?

No. Please do not delete any columns, even for optional fields. Sales tax calculations could be affected if you do not provide full transactional details. Each should appear in a separate column in the following order.

When would I need to upload a CSV?

• You are new to TaxCloud and have previous data that needs to be included for TaxCloud to file your returns.
• You don’t have a TaxCloud Connector to automate importing transactions.
• You have transactions outside your TaxCloud Connector to include in reports or returns.

Can I return transactions using the CSV?

Yes. You will need to use the original OrderID & CartItemIndex. You will also need to adjust the CartItemQty to be negative (not the price).

• All returned transactions must be at the bottom of the file or in a separate file.
• Read more about partial returns via the CSV here.

Why is my CSV not uploading?

There may be a few reasons why your CSV is not uploading.

• Ensure your file name is less than 50 characters
• Ensure there are no blank columns or rows
• Ensure all required fields are completed
• Ensure you are uploading your CSV to the correct store within your TaxCloud account

I accidentally uploaded the CSV file twice, will my transactions be duplicated?

No. Our system has built-in logic to ignore duplicated transactions. That means, if you upload your CSV twice, your transactions will not be duplicated.