## Summary

[How to Manage Manual CSV Uploads 2430x1712](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/6e90142f-82fb-4577-a139-3b71a3cff7d6/9042d58e-6b28-4e34-81e6-c903b7fb1052/Screen%20Recording%202026-04-21%20at%2011.22.45%E2%80%AFAM.mov?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL34U6PCZ4L%2F20260421%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260421T200620Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHEaCXVzLWVhc3QtMiJHMEUCIF5H6BhaQBxL5gBzq%2B1zpEGsaGHa%2Fk5LwggTbhvOkMl6AiEArHOxtfgfjRt44jDbr94FtmM9v%2FjT3W8oZCEQIuPjLEMq3QUIOhACGgwzMDgxMjU5NzUyODciDIP%2FX6bYWQdfybRnGiq6Be7JL74g097%2BhF%2Bn19bZtzHQq27iukCXsloH0W%2FoGDDiPcNbyjxkSO0z5PbwtBiNzapOhRKiBLQ4Mp1hSN%2FUbtVc4guY4OhOHa8IgdptB8TZnioaoNrALSxRTAPPjLhMOGY%2Fjn8Q6qespLW0xGGz%2FeaWKzYUCg0R4AwFT9c7n3UWp95If%2FJuC66OnbgNWzaEAfuNOfcTovS738Pxz16IT5sruTby9LrOTTbyvskI5ImLTJ3QNmQVr%2Be%2BbLVOXGbpL3iYC3EjFhK%2B70cIS%2B52zJozp2CiEzTPcDhjh4KqH7I8hPygtIFv8X3r6BLV3jE5Vg04M4ebFPkjwp%2Bn3lXUYCUKMKKoDRQChIfcMprAXF1Lpu0y%2BrKx9CbXVxfBx4D2UCCBMXlnBMWFozAWsrWBb0WYjsFeSbVRq7nx9%2FoZhum54tjZgnUssfi%2Fco6ozA4g8QMtJIbH4VwOZjC%2F9mL8vhoTu7gBv6N5PYsVbSZ%2FaZrh%2FFW%2B8jq%2BrDKPb6ZmXXVxTCU0EG6Ciiz%2Ff1Q7wimmfXHawuk29RvEHTf2S%2BzQQ9Q%2Fs3NL1%2FrmeknkKbzRrlySgs2QAsNkzsv2jfcfc4MwFbWdn6uFzpMFfkp%2BlO7fnxKsy%2FLY%2BYKm7MF9P8yob29r%2FMYiCE4gQocF3DI5OZtUtysos%2FO8QfRnSrLttnIURI1O5QkjzdUu3NS%2F7UrBrIFE1fph68wVo%2FzaencoVkQzAyoZ3XFEmW%2FVBNlxIo0uJzd6CKnEATz5gKfiW4jXNWJeWPXf9%2FpxdXzisMet7NBnvx6hi790LvzxEXDl9RwT%2FfepLtKByv7OLmujSRC6jn5MigGryajBrmEvmvubIhyhu1LtICEyDrsa2QvjfFs3CJaE3%2BCu%2FzOW8T8RCu7oGeSGFVexckTTWua3DYJf02jOr8dLfAY67hAuVekcMPHbns8GOpABOWBcFudSpE0YHGnS6UoyGxWHiI9mTttjieJnaOIVTv0Dxtzu5Hr8BXEWxEQdfAX7RWLNBX6qdrXOtYWFk4eYV9oD3Dkw2%2Fvv5zNdlyakGJXB6KC9rFlo%2FdPolTqMk1tMh22DOVk32NDR6QQKR6xg79L4qYz4hOwBI4IwmbTIANRCxe%2FIRugmZCEmM8wJUei6&X-Amz-Signature=bafa6a2d9994dcb89a55b7c1688e063605387da160f8d437d111503dbdd67cf3&X-Amz-SignedHeaders=host&response-content-disposition=attachment&start=0&end=34)

## When to Use This

Use this process when you need to bulk upload transactions manually rather than through an automated API or e-commerce integration.

## Step-by-Step Instructions


 1. From the dashboard, navigate to **Integrations** in the left sidebar.
 2. Click on **+ Add Connection**.
 3. Locate and select the **CSV Upload** option.
 4. Click **+ Add** on the right side of the screen.
 5. Enter a **Name** for your connection (e.g., Manual CSV Upload).
 6. Set the **Tax Information Code (TIC)** and click **Finish Setup**.
 7. Once created, click the **Go Live** button to activate the connection.
 8. Next, navigate to the **Upload Center** from the left sidebar.
 9. Click **Upload Transactions**.
10. Select the newly created CSV connection from the dropdown menu and click **Next**.
11. You can now download the CSV template or proceed to upload your prepared file.

## Common Questions

**Do I need to go live before uploading?** Yes, the connection must be set to 'Live' before you can select it in the Upload Center.

## Troubleshooting Tips

**Cannot find connection in Upload Center:** Ensure you have completed the setup and clicked the 'Go Live' button on the integration details page. 

**Upload errors:** Make sure your CSV file exactly matches the required formatting of the provided template.

CSV Upload

How to Mark Customers Tax Exempt in Stripe

Connecting TaxCloud to Stripe (Private Preview)

Stripe

Connecting TaxCloud to Chargebee

Chargebee

Connecting TaxCloud to Miva

Miva

Building a custom API connection with TaxCloud

Reviewing and Submitting an Exemption Certificate

Building a direct API integration with TaxCloud

Video: How to add or disable an integration

How to Add and Manage Integrations in TaxCloud

General Integrations

Connecting TaxCloud to Adobe Commerce or Magento

Marking Customers Exempt in Adobe Commerce

Adobe Commerce & Magento

Connecting TaxCloud to Shopify

Shopify Reporting FAQ

How to Mark Customers Tax Exempt in Shopify

Updating to TaxCloud's new Shopify App (June 2024)

Shopify

Marking a Customer Exempt in BigCommerce

Connecting TaxCloud to BigCommerce

Upgrading from the Legacy BigCommerce Integration

Why do my TaxCloud orders have Fallback rates in BigCommerce?

BigCommerce

How to connect my Odoo store to TaxCloud

How to Connect my TaxCloud Account to Odoo Sale (Loyalty)

How To Connect my TaxCloud Account to Odoo Sale (Loyalty) - Delivery

How to Connect my TaxCloud Account to Odoo eCommerce

How to Connect my TaxCloud Account to Odoo Sale

How to Connect my TaxCloud Account to Odoo Amazon/TaxCloud Bridge

How to Connect my TaxCloud Account to Odoo TaxCloud & Subscriptions

Upgrading TaxCloud Modules in Odoo

Odoo

How to Configure WooCommerce Order Capture Behavior with TaxCloud

Understanding WooCommerce Integration Modes

How to Enable Rate Limiting in TaxCloud for WooCommerce

How to Download Debug Logs in TaxCloud for WooCommerce

Enabling Exemptions In TaxCloud for WooCommerce

Connecting TaxCloud to WooCommerce

WooCommerce

Changing the Sales Tax Display Mode for QuickBooks Online

Calculating Sales Tax on Estimates

Calculating Sales Tax on QuickBooks Online Sales Receipts

Calculating Sales Tax on Credit Memos

Calculating Sales Tax on Refund Receipts

How the QuickBooks Online Integration Works

Connecting TaxCloud to QuickBooks Online

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

Preparing Your Invoice for Accurate Tax Calculation

Calculating Sales Tax on QuickBooks Online Invoices

Managing Exempt Customers in TaxCloud for QuickBooks Online

Troubleshooting QuickBooks Online Tax Calculation Errors

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error

Managing your QuickBooks Online Product Catalog TICs in TaxCloud

QuickBooks Online

Integrations

**How to Download Debug Logs in TaxCloud for WooCommerce**

TaxCloud Onboarding Webinars

What is TaxCloud's Premium Trial?

How to Set Up and Manage Locations

How to Take Your Integration Live

Preparing For Onboarding

Getting Started

How to create a TaxCloud account?

Account Setup

How can I get a copy of my TaxCloud invoice receipt?

How Payment Methods Are Used For Billing and Tax Funding

How do I change my default payment method?

How to Add a Payment Method in TaxCloud

Billing and Payments

TaxCloud Account Lockout Policy

I have a new EIN. How does that impact my TaxCloud account?

How to add/remove a contact from your TaxCloud account.

How to Update My New Business Address With The States?

Best Practices for your TaxCloud Account

How to Enable & Disable Tax Collection in a State

Verify Your TaxCloud Account is Complete for Calculations

How do I reset my Password?

Video: How to complete your TaxCloud Business Profile

How to Use Multi-Account Login

How to Close Your TaxCloud Account and Cancel Subscription

Account Management

Account and Billing

Fee Schedule: Understanding TaxCloud Fees

Understanding the difference between TaxCloud Starter and Premium Plans

Changing your TaxCloud Subscription Plan

Plans and Pricing

TaxCloud System Status

What are API calls and what do they do?

Where to Find Your API Credentials

TaxCloud's APIs

What are Home Rule States?

Understanding Nexus Threshold Calculations

What happens if I go over my allotment of orders?

What is an order in TaxCloud?

Understanding the Minnesota Delivery Fee

How to Speak to a member of each state's DOR

Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

How do I find my Merchant Number?

What Services Does TaxCloud Provide?

Is TaxCloud collecting Illinois Retailer's Occupation Tax (ROT)?

What is a multi-state id or sstid?

How do I confirm a rate with TaxCloud?

What is a voluntary seller?

How to Speak to a Member of Each State's Tax Authority or Department of Revenue

Can TaxCloud help with my State Income Taxes?

General

How to Upload Exemption Certificates in Bulk

What is an Exemption Certificate?

How to Add an Exemption Certificate to TaxCloud

Exemptions and Certificates

TaxCloud Audit Support Overview

How to contact TaxCloud?

Support and Resources

Wyoming - License Certificate

Tennessee - Notice of Overpayment

California - CDTFA Statement of Account

Colorado SUTS Filing Reminder Notices

Michigan - Business Taxes Registration Summary of Changes

North Carolina - Certificate of Registration

Indiana - Notice of Proposed Assessment

Florida - Credit Memo

Arkansas - Excise, Waste Tire or Withholding Wage Tax

Rhode Island - Failure to Renew

Texas - Sales & Use Tax Return Paper Form

Texas - Notice of Tax/Fee Due

New Jersey - Certificate of Registration

Connecticut - Delinquency Notice

Does TaxCloud Handle Sales Tax License Renewals?

Nebraska - Enforcement of Lien Notice

How to register in a new state and obtain my Sales Tax License

Louisiana State Sales Tax Rate Update

Florida Hunting, Fishing, and Camping Sales Tax Holiday (Sept 8 – Dec 31, 2025)

When To Forward a State Notice to Taxcloud

State Notices and Licenses

Navigating Your Tax Dashboard

How to View and Share Transaction Details

How to Locate a Transaction URL in TaxCloud

Setting the Transaction Shipping Destination

How to Manually Add a Transaction

Transaction Timestamp Policy

How to Filter Transactions with Advanced Search

Managing your transactions

How to manually return a transaction in TaxCloud?

Can I edit a transaction?

Transactions: Overview

Using the Download Center for Reports

When does TaxCloud pull my tax funding?

Understanding Tax Reports and Drilling Into Transaction Details

Does Washington B&O (excise) Tax Appear in Your TaxCloud Reporting?

Understanding the differences between TaxCloud Tax Reporting and Your Platform's Tax Reporting

Reporting

How to Format Your CSV File for Transaction Uploads

How to Troubleshoot CSV Upload Errors

Uploading Transactions via CSV

Uploading Historical and Marketplace Transactions via CSV

How to Import Partial Refunds via CSV

CSV Template Required Fields and Column Descriptions

When is the deadline to upload my transactions to TaxCloud?

Why are exempt sales taxing in my import?

What is TaxCloud's policy regarding Transaction import timing?

Upload Standalone Returns via CSV

How to Upload Transactions via CSV

Transactions: Import and Export

Transactions and Reporting

South Dakota - Sales & Use Tax Return Paper Form

Does TaxCloud File in Louisiana?

Filing: State-Specific Workflows

Understanding TaxCloud's Filing Costs & Filing Subscription

How to Request TaxCloud to Begin Filing Sales Tax Returns

How do I confirm my filings have been submitted in SST / Streamline member states?

How to Stop Filings with TaxCloud

How can TaxCloud assist with Filing?

Enabling Filing in TaxCloud (via Thresholds Page)

I just got a filing frequency change notice, what should I do?

How do I know if TaxCloud is filing for me in a state?

Why might my Direct Filing ACH be less than what TaxCloud is saying I collected.

Filing: Managing Filing in TaxCloud

What are TaxCloud Filing Fees?

Understanding Your Tax Reporting Page

What does it cost for TaxCloud to file for me in non-SST states?

Does TaxCloud file Withholding Tax?

Filing: General

Managing Your Tax Thresholds

Filing and Compliance

Is the plus 4 zip code extension (9 digit zip) required to calculate sales tax?

TaxCloud Taxability Information Codes (TIC)

Is shipping taxable?

Managing Product TIC Mapping with Product Catalog

Sales Tax Holidays & Product Codes (TICs)

Taxability and TICs

What is Streamlined Sales Tax (SST) and do they cover TaxCloud services?

What is Sales Tax Sourcing?

Guidelines on When TaxCloud May Cover Penalties and Interest (P&I) for Sales Tax Fiilings

Understanding the difference between sales tax and use tax

How does New York handle sales tax on apparel under \$110?

What is Nexus?

Tax Concepts