---
title: "Uploading Historical and Marketplace Transactions via CSV"
description: "Use this guide when you need to upload transactions that were processed outside of TaxCloud's standard integration. Common scenarios include:"
canonical_url: "https://support.taxcloud.com/articles/uploading-historical-and-marketplace-transactions-via-csv-TZVMR2ou9m"
md_url: "https://support.taxcloud.com/articles/uploading-historical-and-marketplace-transactions-via-csv-TZVMR2ou9m.md"
---
# Uploading Historical and Marketplace Transactions via CSV

Use this guide when you need to upload transactions that were processed outside of TaxCloud's standard integration. Common scenarios include:

* 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 integration to automate importing transactions.
* You have transactions outside your TaxCloud integration to include in reports or returns, including transactions processed through a marketplace like Amazon, Etsy, Walmart, or eBay.

Both historical and marketplace transactions follow the same upload process. The key difference is how you set the `ExcludeFromFiling` column in your CSV file, which controls whether TaxCloud includes the transaction in tax filings.

## When to Use This Guide

| **Scenario** | **Transaction type** |
|----|----|
| If you joined TaxCloud after the middle of the month, you'll need to account for transactions that took place before your integration with us was operational. Historical order upload is designed for this purpose, enabling TaxCloud merchants to upload past transactions (orders placed before an account or store was activated). | Historical |
| You sell on Amazon, Etsy, Walmart, eBay, or another marketplace where the marketplace collects and remits tax on your behalf. A marketplace transaction differs from a standard store transaction because the tax has already been paid through the marketplace. | Marketplace |

**Why upload marketplace transactions if tax is already paid?** Even though marketplace facilitators remit tax on your behalf, uploading those transactions gives you a complete picture of your sales activity across states, which is important for tracking your progress toward nexus thresholds.

## The `ExcludeFromFiling` Column

This column is the critical difference between the two transaction types. Make sure it is set correctly before uploading.

| **Value** | **Meaning** | **Use for** |
|----|----|----|
| FALSE | Transactions **will be included** in filing. TaxCloud will process and remit tax. | Historical transactions you want TaxCloud to file (that have not been filed by another provider). |
| TRUE | Transactions **will not be included** in filing. Tax has already been paid or filed elsewhere. | Marketplace transactions; transactions already filed by another party. |

## Before You Upload

### Transaction limit

It is encouraged to split larger datasets (100,000k+ rows) across multiple files to decrease processing and validation time.

### Upload deadline

For transactions to be included in an upcoming sales tax return, all data must be in TaxCloud between the **1st and 10th of the remittance month** at midnight UTC. If the 10th falls on a weekend, upload by the **business day before the 10th**. For example:

* January transactions remitted in February must be uploaded by **February 10th at midnight UTC**.
* Q1 transactions must be uploaded by **April 10th at midnight UTC**.

### Column rules

Do not delete any columns from the template, even optional ones as omitting columns can affect sales tax calculations. Also, do not modify column titles in any way, including spelling or capitalization.

* If `ExemptionCertificateID` is renamed or its casing changed, the system will ignore the column and tax will be applied to orders that should be exempt.
* If `ExcludeFromFiling` is listed as ExcludeFromFilings (with a trailing S), the system will reject the CSV entirely.

## Steps

### **Step 1: Access your TaxCloud Account**

Log in to your TaxCloud account

### **Step 2: Navigate to the CSV Uploader**

Go to the **[Upload Center](https://app.taxcloud.com/go/upload-center)** tab. Select **Upload Transactions** in the top right corner.

### **Step 3: Prepare your CSV file**

Ensure your file meets the required format and includes all necessary columns. See **[TaxCloud CSV Required Fields and Column Descriptions](https://support.taxcloud.com/en-us/articles/taxcloud-csv-required-fields-and-column-descriptions-xQ8hJJJcBv)** for a full field reference and map the columns appropriately.

Set the ExcludeFromFiling column based on your transaction type:

* **Historical transactions** → set to FALSE
* **Marketplace transactions** → set to TRUE


:::info
**Need the CSV template?** On the Upload Transactions page after selecting the appropriate connection, click the **Download Excel Template** button by the bottom left corner.

:::

### **Step 4: Import the file**

Click the **Import** button after you have reviewed that you have mapped the columns accurately. If you encounter column mapping issues or validation errors during upload, see[ ](#)**[Using the CSV Uploader: Validation and Error Resolution](#)** for guidance.

## Example: Historical Transactions

A merchant joins TaxCloud on February 9th and wants all of February's taxes filed correctly. They need to capture the transactions from February 1st–8th that occurred before the integration went live.


1. The merchant exports transactions from February 1st–8th and formats them as a CSV.
2. ExcludeFromFiling is set to FALSE for all rows. These transactions should be filed by TaxCloud.
3. The file is uploaded via the CSV uploader before February 10th at midnight UTC.
4. TaxCloud processes and files the applicable taxes for the full month of February.

## Example: Marketplace Transactions

A merchant sells on Amazon and Etsy in addition to their own store. Amazon and Etsy collect and remit sales tax on the merchant's behalf, so TaxCloud should not file for those transactions but the merchant still wants them recorded for nexus tracking.


1. The merchant exports marketplace orders from Amazon and Etsy as a CSV.
2. `ExcludeFromFiling` is set to TRUE for all rows, tax has already been remitted by the marketplace.
3. The file is uploaded via the CSV uploader.
4. TaxCloud records the transactions for nexus tracking without filing duplicate taxes.

## Processing Returns via CSV

You can return transactions using the CSV uploader. Use the original `OrderID` and `CartItemIndex`, and set `CartItemQty` to a negative value (not the price). All returned transactions must appear at the bottom of the file, or in a separate file.

For partial refunds, see **[How to Import Partial Refunds via CSV](https://support.taxcloud.com/en-us/articles/how-to-import-partial-refunds-via-csv-d3ZwxT1Efj)**.

## Important Notes

* TaxCloud will not rerun reports or file taxes on transactions uploaded for filing that fall outside of the current month's transactions.
* Uploading with the wrong `ExcludeFromFiling` value can result in duplicate filings or missed filings. Double-check this column before uploading.
* If you accidentally upload the same file twice, TaxCloud's built-in logic will detect and ignore the duplicated transactions.