---
title: "CSV Template Required Fields and Column Descriptions"
description: "The below table outlines each column in the CSV and the column descriptions. Use this table to assist with completing your CSV to ensure your import is successful. If entries in the columns do not match the formatting below, or there are missing fields for required columns, the CSV upload will error and fail to load."
canonical_url: "https://support.taxcloud.com/articles/csv-template-required-fields-and-column-descriptions-xQ8hJJJcBv"
md_url: "https://support.taxcloud.com/articles/csv-template-required-fields-and-column-descriptions-xQ8hJJJcBv.md"
---
# CSV Template Required Fields and Column Descriptions
The below table outlines each column in the CSV and the column descriptions. Use this table to assist with completing your CSV to ensure your import is successful. If entries in the columns do not match the formatting below, or there are missing fields for **required** columns, the CSV upload will error and fail to load.
***
:::info
Transactions uploaded with **ExcludeFromFiling \= TRUE** will **not** be included in tax reporting or filing. These transactions will **not** count toward your order billing totals.
:::
| **Column** | Column Name | Column Description | Example |
| :--------- | :--------------------- | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :----------------------------------- |
| 0 | OrderID\* | **Required** Alphanumeric 50 character limit Unique ID to identify each order, credit memo, or return. Can come from the business application. Multiple items within an order will have the same OrderID. See CartItemIndex to differentiate line items. Returned transactions use the original OrderID with a negative CartIndex | 54b-9737-v981 |
| 1 | CustomerID\* | **Required** Alphanumeric 50 character limit Identifies the order customer. Can come from the business application | A-123-253b |
| 2 | TransactionDate\* | **Required** Numerical Date YYYYMMDD Date the transaction or quote was initialized. | 20230914 |
| 3 | AuthorizedDate\* | **Required** Numerical Date YYYYMMDD Date the transaction was authorized. | 20230914 |
| 4 | CapturedDate\* | **Required** Numerical Date YYYYMMDD Date the transaction has been finalized or completed. | 20230914 |
| 5 | DeliveredBySeller\* | **Required** 0 \= delivered outside of the seller 1 \= delivered by seller Identifies if the seller delivered the items. | 1 |
| 6 | ShipFromAddr1 | *Optional.* *Suggested for accurate calculations & returns.* Alphanumeric 50 character limit Origin address line 1 | 400 Broad St |
| 7 | ShipFromAddr2 | *Optional* Alphanumeric 50 character limit Origin address line 2 | Unit 4 |
| 8 | ShipFromCity | *Optional. Suggested for accurate calculations & returns.* Text 50 character limit Origin city | Seattle |
| 9 | ShipFromState | **Required** Text 2 character limit Origin state abbreviated | WA |
| 10 | ShipFromZip5\* | **Required** Numerical 5 character limit Origin 5-digit zip code \*Make sure your file doesn’t remove leading zeros | 98109 |
| 11 | ShipFromZip4 | *Optional. Suggested for accurate calculations & returns.* Numerical 4 character limit Origin +4 zip code \*Make sure your file doesn’t remove leading zeros | 4607 |
| 12 | ShipToAddr1 | *Optional. Suggested for accurate calculations & returns.* Alphanumeric 50 character limit Destination address line 1 | 20 W 34th St |
| 13 | ShipToAddr2 | *Optional. Suggested for accurate calculations & returns.* Alphanumeric 50 character limit Destination address line 2 | Apt. 123 |
| 14 | ShipToCity | *Optional. Suggested for accurate calculations & returns.* Text 50 character limit Destination city | New York |
| 15 | ShipToState | **Required** Text 2 character limit Destination state abbreviated | NY |
| 16 | ShipToZip5\* | **Required** Numerical 5 character limit Destination 5-digit zip code \*Make sure your file doesn’t remove leading zeros | 10118 |
| 17 | ShipToZip4 | *Optional. Suggested for accurate calculations & returns.* Numerical 4 character limit Origin +4 zip code \*Make sure your file doesn’t remove leading zeros | 0114 |
| 18 | CartItemIndex\* | **Required** Numerical Starting from 0 to 100 0 \= line item 1 1 \= line item 2 2 \= line item 3 Each line item must have a unique value per OrderID. If an order has more than 100 line items, reach out to TaxCloud Support to expand. Returning transactions needs the associated cart item index | 0 |
| 19 | CartItem\* | **Required** Alphanumerical 50 character limit Identifies the product. Ex: SKU, item code from the business application, or description. | Product\_A |
| 20 | CartItemTIC\* | **Required** Numerical TaxCloud Taxability Information Code for items with special taxability. Ex – clothing, food, shipping. 99999 will accept previously calculated tax. [TaxCloud TIC Guide](https://support.taxcloud.com/article/109-taxability-information-codes) | 99999 |
| 21 | CartItemPrice\* | **Required** Numerical Price of the line item. Always a positive value. | 19.21 |
| 22 | CartItemQty\* | **Required** Numerical Quantity of items. Return a transaction within TaxCloud by using a negative quantity amount. Do not use a negative price amount. | 2 or -2 |
| 23 | CartItemTaxRate | *Optional* Numerical 0.99 (99%) rate limit Tax rate used to calculate | .09125 |
| 24 | CartItemTaxAmount | *Optional. (Required for previously calculated transactions using TIC 99999.)* Tax amount due for the line item. | 3.51 |
| 25 | ExcludeFromFiling | **Required** Text 5 character limit Indicate TRUE or FALSE. TRUE indicates that a transaction should not be included in filing. FALSE indicates that a transaction should be included in filing. Leaving this blank, or entering anything other than `TRUE/FALSE`, causes the upload to fail with `Invalid boolean string.` | FALSE |
| 26 | ExemptionCertificateID | *Optional* Alphanumerical 50 character limit Uniquely identifies an exemption certificate. The ExemptionCertificateID must exactly match the ExemptionCertificateID created for the merchant. | 1d35b070-1078-ea11-8208-a27b761741c1 |