Upload Standalone Returns via CSV
If you need to record a return or credit that wasn’t originally processed through TaxCloud (or where you no longer have the originating OrderId) you can upload it as a Standalone Return via CSV.
A Standalone Return is a negative-value (credit) transaction that does not need to match an existing order in TaxCloud.
| Before you beginIf you do have a matching OrderId in TaxCloud, linking the return to the original order is the preferred approach. Use a Standalone Return only when no matching order exists. |
|---|
- Add the OrderKind column to your CSV
Open your CSV file and add a new column called OrderKind. This column tells TaxCloud how to classify each row.
For each row that is a Standalone Return, enter credit in the OrderKind column.
For rows that are standard orders, enter order — or leave the cell blank. If the OrderKind column is missing entirely, all rows default to standard order behavior.
OrderKind values at a glance:
| Column | Value | What it does | Required? |
|---|---|---|---|
| OrderKind | credit | Marks the row as a Standalone Return | No |
| OrderKind | order | Marks the row as a standard order | No |
| OrderKind | (blank) or omitted | Defaults to standard order | No |
| ImportantKeep the following in mind when filling in OrderKind: |
|---|
-
The value is case-sensitive. Use lowercase credit and order.
-
Rows with OrderKind = credit must have a negative value in the CartItemQty column.
-
You can mix standard orders and Standalone Returns in the same CSV file.
-
Upload your CSV
-
In TaxCloud, navigate to your CSV Upload integration.
-
Select the CSV file you’ve prepared.
-
Review and confirm the upload.
TaxCloud will process each row according to its OrderKind value. Standalone Returns will be recorded as credits and will appear in your reporting and filing workflows.