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.

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:::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. :::

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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	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

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