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.

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 begin**If 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. |
|----|



1. **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 |

| **Important**Keep 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 Amount column.
* You can mix standard orders and Standalone Returns in the same CSV file.

  


2. **Upload your CSV**


1. In TaxCloud, navigate to your CSV Upload integration.
2. Select the CSV file you’ve prepared.
3. 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.

Upload Standalone Returns via CSV

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?

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

Understanding Tax Reports and Drilling Into Transaction Details

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

Reporting

How to Troubleshoot CSV Upload Errors

How to Format Your CSV File for Transaction Uploads

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?

How to Upload Transactions via CSV

Transactions: Import and Export

Transactions and Reporting

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

TaxCloud Onboarding Webinars

What is TaxCloud's Premium Trial?

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How Payment Methods Are Used For Billing and Tax Funding

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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.

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Video: How to complete your TaxCloud Business Profile

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Changing your TaxCloud Subscription Plan

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What is an order in TaxCloud?

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

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General

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How to Add an Exemption Certificate to TaxCloud

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TaxCloud Audit Support Overview

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Wyoming - License Certificate

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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

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South Dakota - Sales & Use Tax Return Paper Form

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Understanding TaxCloud's Filing Costs & Filing Subscription

How to Request TaxCloud to Begin Filing Sales Tax Returns

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How to Stop Filings with TaxCloud

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

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

Filing: Managing Filing in TaxCloud

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Understanding Your Tax Reporting Page

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Filing: General

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TaxCloud Taxability Information Codes (TIC)

Is shipping taxable?

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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?

What is Washington B&O Tax?

How do I know if I've reached Economic Nexus in a state?

Calculating sales tax on Digital Goods

Calculating sales tax on P.O. Boxes

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Tax Concepts

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

Marking Customers Exempt in Adobe Commerce

Connecting TaxCloud to Adobe Commerce or Magento

Adobe Commerce & Magento

CSV Upload

How to Mark Customers Tax Exempt in Stripe

Connecting TaxCloud to Stripe (Private Preview)

Stripe

Connecting TaxCloud to Miva

Miva

Connecting TaxCloud to Chargebee

Chargebee

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How to Mark Customers Tax Exempt in Shopify

Connecting TaxCloud to Shopify

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

Shopify

Upgrading from the Legacy BigCommerce Integration

Connecting TaxCloud to BigCommerce

Marking a Customer Exempt in BigCommerce

Why do my TaxCloud orders have Fallback rates in BigCommerce?

BigCommerce

Upgrading TaxCloud Modules in Odoo

How to Connect my TaxCloud Account to Odoo TaxCloud & Subscriptions

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

How to Connect my TaxCloud Account to Odoo Sale

How to Connect my TaxCloud Account to Odoo eCommerce

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

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

How to connect my Odoo store to TaxCloud

Odoo

How to Download Debug Logs in TaxCloud for WooCommerce

Enabling Exemptions In TaxCloud for WooCommerce

Connecting TaxCloud to WooCommerce

Understanding WooCommerce Integration Modes

How to Enable Rate Limiting in TaxCloud for WooCommerce

How to Configure WooCommerce Order Capture Behavior with TaxCloud

WooCommerce

Preparing Your Invoice for Accurate Tax Calculation

Calculating Sales Tax on QuickBooks Online Invoices

Calculating Sales Tax on Credit Memos

Calculating Sales Tax on QuickBooks Online Sales Receipts

Calculating Sales Tax on Estimates

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

How the QuickBooks Online Integration Works

Connecting TaxCloud to QuickBooks Online

QuickBooks Online

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