The Upload Center is TaxCloud's built-in tool for importing transactions via CSV. From here you can upload new transaction files, monitor processing in real time, review past uploads, and download reports including error reports for any rows that failed to import.

The Upload Center is TaxCloud's built-in tool for importing transactions via CSV. From here you can upload new transaction files, monitor processing in real time, review past uploads, and download reports including error reports for any rows that failed to import.


:::info
**Before you start:** Make sure your file is prepared correctly. See [TaxCloud CSV Required Fields and Column Descriptions](https://support.taxcloud.com/en-us/articles/taxcloud-csv-required-fields-and-column-descriptions-xQ8hJJJcBv) for field definitions, and review the [Before You Upload](https://support.taxcloud.com/en-us/articles/uploading-historical-and-marketplace-transactions-via-csv-TZVMR2ou9m#h-before-you-upload) checklist in the historical and marketplace guide for transaction limits, deadlines, and column rules.

:::

## Download the Template

Download the transaction upload template before filling out your data here: 

[csv-upload-template.xlsx 8159](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/6e90142f-82fb-4577-a139-3b71a3cff7d6/e58de492-58ee-498f-a861-c285515363af/csv-upload-template.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL36CC3NHWF%2F20260428%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260428T074530Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEA8aCXVzLWVhc3QtMiJIMEYCIQDsUcigZCKcylopGsh4elW%2F0JjZCNT7m909Tu6hcTDSiAIhAP%2BgmJRk9tGZM8E8tRyfDkaqgvL0AGnGM0hHIKk4i6ARKuUFCNj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMMzA4MTI1OTc1Mjg3IgyXrH0EcCDsX3PLFvMquQWfXBS5ezLXwIM%2Fm81eWKt7z5XJqYknKClMPHYDm7D6WLLV70ZIApftTsXpfxHxdbpTd8myEM45UEqH%2Bd%2BpcCoiNt6pvLoY9t9WAkOwQRAVD%2Fe8ftqwhitdblbnwSzI1tSwjT4RxLpnr5QneAy0fSnP5pypfkZE%2BpRvlItrbglfdlbYBaMMCo7oa%2BjJxesJQHAQIO5IG9syw1pFtPjXEzL%2FxWeeNPvEU7HbjCoNJOx%2ByaFimIIGgeEZgCiD2QnjsKqulXrplKZgKMKONCfeFpmueLBZgWj7%2FyU6zFKHWF4nlaNPnbnHd%2BpD3m1WpRSA3okSoixS9CTHJKgZtYU%2F0HQLX4BqsXfsBy07LzK3Iu2tAOSIu8XjKsc0B6A%2F0%2FAKarTc2%2BGYwDyfYsDD3IebkjMJ6HPZw9P6yZI7oGHsYbenMOP60KGxNwIMuLN16kE%2FbMWyI8nJyxVKLHOOfnlZl8MZvLj4HIneRVqrier8JGTXnFrBgBkb5b3VCj%2FWYgp%2FqV63lsNThfsCUGAc3Apj2gHI1eSUOIkgMbP4yqzeGPxGY%2F%2FgvT%2BhBKJkN9jdh4%2FBePmTE%2Bhijkoc6w20l%2FzJw3KEyBN7Ysz9CyuyEE3IZXo0Pm1jKylUc7o0wbrB9xLP7h5RmYo1rEOGCrb8LGvqGQv07nq81nzgcrh9tfjS%2FHfl8eOXURS1sDS6pOKkQV%2F7sTKwrQ5%2F7skVh0FQqoIPevKSTH%2BmYM9SJVgwIgnW2hvlDhuH%2Bcl9fOq31pcY%2BzvlIw58c4XJm6yRR2xEHoI9sT1vpWFWWtIXLNbi4HF8fqV0DkmS6TcP8p7N5smEVn%2Beg6zs6RBNThjIUqLzlzBCkA6slUpR9EPt5tDd%2BEY4a4EjP9yGFi9YWJ5bIB2LIrcogdsgndhBQslkSECXhaD2BmrWobiTiSymJkFPMNe5wc8GOo8BeeFrXdUL1TNrIVIW7QVzvuEiKwXkb1gqtkkwu%2BPiOMHq2l5E87TaPi%2F0w%2F5pOH4r8xLj7%2Bt5nq3m8AahjYqZh7K%2BLshf9N5MQgpNQYOGQnBqvJjdsJ16o8kFQb4BmlCXKoMWJSO8gPxpuDmBq1%2BbWAtkajNKbpri0PQj6dIEAqoiy2%2FoHNq%2BDHZLn%2F37lT4%3D&X-Amz-Signature=555d198f8f60bd333983f0adf2fb878d8c20a188c36fcea234c513e6b67245ae&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

You can also download the template from the **Upload Center** page after selecting the appropriate connection. Click the **Download Excel Template** button by the bottom left corner.

## Steps

### Step 1: Complete the template

Download the template and fill it out using your transaction details. Do not delete columns or modify column titles, see [column rules](https://support.taxcloud.com/en-us/articles/uploading-historical-and-marketplace-transactions-via-csv-TZVMR2ou9m#h-before-you-upload) if you need a reminder on why this matters.

### Step 2: Navigate to the uploader

There are two ways to reach the uploader:

* Go to **Upload Center** in the left-hand navigation and select **Upload Transactions**, or

   ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/6e90142f-82fb-4577-a139-3b71a3cff7d6/3927a487-871e-44fc-9fa2-85d0aed0f78b/Screenshot%202026-03-06%20at%209.48.05%E2%80%AFAM.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL36CC3NHWF%2F20260428%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260428T074530Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEA8aCXVzLWVhc3QtMiJIMEYCIQDsUcigZCKcylopGsh4elW%2F0JjZCNT7m909Tu6hcTDSiAIhAP%2BgmJRk9tGZM8E8tRyfDkaqgvL0AGnGM0hHIKk4i6ARKuUFCNj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMMzA4MTI1OTc1Mjg3IgyXrH0EcCDsX3PLFvMquQWfXBS5ezLXwIM%2Fm81eWKt7z5XJqYknKClMPHYDm7D6WLLV70ZIApftTsXpfxHxdbpTd8myEM45UEqH%2Bd%2BpcCoiNt6pvLoY9t9WAkOwQRAVD%2Fe8ftqwhitdblbnwSzI1tSwjT4RxLpnr5QneAy0fSnP5pypfkZE%2BpRvlItrbglfdlbYBaMMCo7oa%2BjJxesJQHAQIO5IG9syw1pFtPjXEzL%2FxWeeNPvEU7HbjCoNJOx%2ByaFimIIGgeEZgCiD2QnjsKqulXrplKZgKMKONCfeFpmueLBZgWj7%2FyU6zFKHWF4nlaNPnbnHd%2BpD3m1WpRSA3okSoixS9CTHJKgZtYU%2F0HQLX4BqsXfsBy07LzK3Iu2tAOSIu8XjKsc0B6A%2F0%2FAKarTc2%2BGYwDyfYsDD3IebkjMJ6HPZw9P6yZI7oGHsYbenMOP60KGxNwIMuLN16kE%2FbMWyI8nJyxVKLHOOfnlZl8MZvLj4HIneRVqrier8JGTXnFrBgBkb5b3VCj%2FWYgp%2FqV63lsNThfsCUGAc3Apj2gHI1eSUOIkgMbP4yqzeGPxGY%2F%2FgvT%2BhBKJkN9jdh4%2FBePmTE%2Bhijkoc6w20l%2FzJw3KEyBN7Ysz9CyuyEE3IZXo0Pm1jKylUc7o0wbrB9xLP7h5RmYo1rEOGCrb8LGvqGQv07nq81nzgcrh9tfjS%2FHfl8eOXURS1sDS6pOKkQV%2F7sTKwrQ5%2F7skVh0FQqoIPevKSTH%2BmYM9SJVgwIgnW2hvlDhuH%2Bcl9fOq31pcY%2BzvlIw58c4XJm6yRR2xEHoI9sT1vpWFWWtIXLNbi4HF8fqV0DkmS6TcP8p7N5smEVn%2Beg6zs6RBNThjIUqLzlzBCkA6slUpR9EPt5tDd%2BEY4a4EjP9yGFi9YWJ5bIB2LIrcogdsgndhBQslkSECXhaD2BmrWobiTiSymJkFPMNe5wc8GOo8BeeFrXdUL1TNrIVIW7QVzvuEiKwXkb1gqtkkwu%2BPiOMHq2l5E87TaPi%2F0w%2F5pOH4r8xLj7%2Bt5nq3m8AahjYqZh7K%2BLshf9N5MQgpNQYOGQnBqvJjdsJ16o8kFQb4BmlCXKoMWJSO8gPxpuDmBq1%2BbWAtkajNKbpri0PQj6dIEAqoiy2%2FoHNq%2BDHZLn%2F37lT4%3D&X-Amz-Signature=292b50668b750328c0242066744aa7d10a267b59e44fc6d91e8973a7bc0777e6&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =1172x863")

  
* Go to the **Transactions** page and select **Upload > Upload CSV**

   ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/1e9b1837-08c2-4fd0-8983-c690515b448c/953978a5-edac-40d6-bc14-dd81b76a1f19/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL36CC3NHWF%2F20260428%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260428T074530Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEA8aCXVzLWVhc3QtMiJIMEYCIQDsUcigZCKcylopGsh4elW%2F0JjZCNT7m909Tu6hcTDSiAIhAP%2BgmJRk9tGZM8E8tRyfDkaqgvL0AGnGM0hHIKk4i6ARKuUFCNj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMMzA4MTI1OTc1Mjg3IgyXrH0EcCDsX3PLFvMquQWfXBS5ezLXwIM%2Fm81eWKt7z5XJqYknKClMPHYDm7D6WLLV70ZIApftTsXpfxHxdbpTd8myEM45UEqH%2Bd%2BpcCoiNt6pvLoY9t9WAkOwQRAVD%2Fe8ftqwhitdblbnwSzI1tSwjT4RxLpnr5QneAy0fSnP5pypfkZE%2BpRvlItrbglfdlbYBaMMCo7oa%2BjJxesJQHAQIO5IG9syw1pFtPjXEzL%2FxWeeNPvEU7HbjCoNJOx%2ByaFimIIGgeEZgCiD2QnjsKqulXrplKZgKMKONCfeFpmueLBZgWj7%2FyU6zFKHWF4nlaNPnbnHd%2BpD3m1WpRSA3okSoixS9CTHJKgZtYU%2F0HQLX4BqsXfsBy07LzK3Iu2tAOSIu8XjKsc0B6A%2F0%2FAKarTc2%2BGYwDyfYsDD3IebkjMJ6HPZw9P6yZI7oGHsYbenMOP60KGxNwIMuLN16kE%2FbMWyI8nJyxVKLHOOfnlZl8MZvLj4HIneRVqrier8JGTXnFrBgBkb5b3VCj%2FWYgp%2FqV63lsNThfsCUGAc3Apj2gHI1eSUOIkgMbP4yqzeGPxGY%2F%2FgvT%2BhBKJkN9jdh4%2FBePmTE%2Bhijkoc6w20l%2FzJw3KEyBN7Ysz9CyuyEE3IZXo0Pm1jKylUc7o0wbrB9xLP7h5RmYo1rEOGCrb8LGvqGQv07nq81nzgcrh9tfjS%2FHfl8eOXURS1sDS6pOKkQV%2F7sTKwrQ5%2F7skVh0FQqoIPevKSTH%2BmYM9SJVgwIgnW2hvlDhuH%2Bcl9fOq31pcY%2BzvlIw58c4XJm6yRR2xEHoI9sT1vpWFWWtIXLNbi4HF8fqV0DkmS6TcP8p7N5smEVn%2Beg6zs6RBNThjIUqLzlzBCkA6slUpR9EPt5tDd%2BEY4a4EjP9yGFi9YWJ5bIB2LIrcogdsgndhBQslkSECXhaD2BmrWobiTiSymJkFPMNe5wc8GOo8BeeFrXdUL1TNrIVIW7QVzvuEiKwXkb1gqtkkwu%2BPiOMHq2l5E87TaPi%2F0w%2F5pOH4r8xLj7%2Bt5nq3m8AahjYqZh7K%2BLshf9N5MQgpNQYOGQnBqvJjdsJ16o8kFQb4BmlCXKoMWJSO8gPxpuDmBq1%2BbWAtkajNKbpri0PQj6dIEAqoiy2%2FoHNq%2BDHZLn%2F37lT4%3D&X-Amz-Signature=5fb3890c650388b78e40b00ffa317895b46971c3b2fa0b4fbcfe2570ede586ff&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =1458x832")

### Step 3: Select your connection

Choose the connection you'd like to upload your transactions to and select **Next**.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/6e90142f-82fb-4577-a139-3b71a3cff7d6/87598a4b-1bf8-42a1-b995-304ca035db33/Screenshot%202026-03-06%20at%209.54.15%E2%80%AFAM.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL36CC3NHWF%2F20260428%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260428T074530Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEA8aCXVzLWVhc3QtMiJIMEYCIQDsUcigZCKcylopGsh4elW%2F0JjZCNT7m909Tu6hcTDSiAIhAP%2BgmJRk9tGZM8E8tRyfDkaqgvL0AGnGM0hHIKk4i6ARKuUFCNj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMMzA4MTI1OTc1Mjg3IgyXrH0EcCDsX3PLFvMquQWfXBS5ezLXwIM%2Fm81eWKt7z5XJqYknKClMPHYDm7D6WLLV70ZIApftTsXpfxHxdbpTd8myEM45UEqH%2Bd%2BpcCoiNt6pvLoY9t9WAkOwQRAVD%2Fe8ftqwhitdblbnwSzI1tSwjT4RxLpnr5QneAy0fSnP5pypfkZE%2BpRvlItrbglfdlbYBaMMCo7oa%2BjJxesJQHAQIO5IG9syw1pFtPjXEzL%2FxWeeNPvEU7HbjCoNJOx%2ByaFimIIGgeEZgCiD2QnjsKqulXrplKZgKMKONCfeFpmueLBZgWj7%2FyU6zFKHWF4nlaNPnbnHd%2BpD3m1WpRSA3okSoixS9CTHJKgZtYU%2F0HQLX4BqsXfsBy07LzK3Iu2tAOSIu8XjKsc0B6A%2F0%2FAKarTc2%2BGYwDyfYsDD3IebkjMJ6HPZw9P6yZI7oGHsYbenMOP60KGxNwIMuLN16kE%2FbMWyI8nJyxVKLHOOfnlZl8MZvLj4HIneRVqrier8JGTXnFrBgBkb5b3VCj%2FWYgp%2FqV63lsNThfsCUGAc3Apj2gHI1eSUOIkgMbP4yqzeGPxGY%2F%2FgvT%2BhBKJkN9jdh4%2FBePmTE%2Bhijkoc6w20l%2FzJw3KEyBN7Ysz9CyuyEE3IZXo0Pm1jKylUc7o0wbrB9xLP7h5RmYo1rEOGCrb8LGvqGQv07nq81nzgcrh9tfjS%2FHfl8eOXURS1sDS6pOKkQV%2F7sTKwrQ5%2F7skVh0FQqoIPevKSTH%2BmYM9SJVgwIgnW2hvlDhuH%2Bcl9fOq31pcY%2BzvlIw58c4XJm6yRR2xEHoI9sT1vpWFWWtIXLNbi4HF8fqV0DkmS6TcP8p7N5smEVn%2Beg6zs6RBNThjIUqLzlzBCkA6slUpR9EPt5tDd%2BEY4a4EjP9yGFi9YWJ5bIB2LIrcogdsgndhBQslkSECXhaD2BmrWobiTiSymJkFPMNe5wc8GOo8BeeFrXdUL1TNrIVIW7QVzvuEiKwXkb1gqtkkwu%2BPiOMHq2l5E87TaPi%2F0w%2F5pOH4r8xLj7%2Bt5nq3m8AahjYqZh7K%2BLshf9N5MQgpNQYOGQnBqvJjdsJ16o8kFQb4BmlCXKoMWJSO8gPxpuDmBq1%2BbWAtkajNKbpri0PQj6dIEAqoiy2%2FoHNq%2BDHZLn%2F37lT4%3D&X-Amz-Signature=967121075db885d532ca0534b4c0113871a466bd654589b7baf01727854ee5cd&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =1169x857")


:::info
Setting up a connection

You need to have an [active integration with TaxCloud](https://support.taxcloud.com/en-us/categories/integrations-lii0FcJwu3?) before you can use this feature. TaxCloud supports multiple integrations, however if you need to backfill past transactions from an integration that TaxCloud currently doesn’t support directly, you need to create a custom API integration first. Please see this guide to learn [how to create a custom integration with TaxCloud](https://support.taxcloud.com/en-us/articles/building-a-custom-api-connection-with-taxcloud-NvKxOA9qBB). 

Also, please note that you should only upload to a **live** connection, not a test integration. If you haven't set your connection live, [see how to make an integration live ](https://support.taxcloud.com/en-us/articles/how-to-take-your-integration-live-0sY54LjWGc?region=NG).

:::

### Step 4: Upload your file

Click the **What data do you want to upload?** area and select your file, or drag and drop it into the upload zone.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/6e90142f-82fb-4577-a139-3b71a3cff7d6/5d792b28-9ef6-47ca-98fb-4ded0b76e945/Screenshot%202026-03-06%20at%2010.08.20%E2%80%AFAM.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL36CC3NHWF%2F20260428%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260428T074530Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEA8aCXVzLWVhc3QtMiJIMEYCIQDsUcigZCKcylopGsh4elW%2F0JjZCNT7m909Tu6hcTDSiAIhAP%2BgmJRk9tGZM8E8tRyfDkaqgvL0AGnGM0hHIKk4i6ARKuUFCNj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMMzA4MTI1OTc1Mjg3IgyXrH0EcCDsX3PLFvMquQWfXBS5ezLXwIM%2Fm81eWKt7z5XJqYknKClMPHYDm7D6WLLV70ZIApftTsXpfxHxdbpTd8myEM45UEqH%2Bd%2BpcCoiNt6pvLoY9t9WAkOwQRAVD%2Fe8ftqwhitdblbnwSzI1tSwjT4RxLpnr5QneAy0fSnP5pypfkZE%2BpRvlItrbglfdlbYBaMMCo7oa%2BjJxesJQHAQIO5IG9syw1pFtPjXEzL%2FxWeeNPvEU7HbjCoNJOx%2ByaFimIIGgeEZgCiD2QnjsKqulXrplKZgKMKONCfeFpmueLBZgWj7%2FyU6zFKHWF4nlaNPnbnHd%2BpD3m1WpRSA3okSoixS9CTHJKgZtYU%2F0HQLX4BqsXfsBy07LzK3Iu2tAOSIu8XjKsc0B6A%2F0%2FAKarTc2%2BGYwDyfYsDD3IebkjMJ6HPZw9P6yZI7oGHsYbenMOP60KGxNwIMuLN16kE%2FbMWyI8nJyxVKLHOOfnlZl8MZvLj4HIneRVqrier8JGTXnFrBgBkb5b3VCj%2FWYgp%2FqV63lsNThfsCUGAc3Apj2gHI1eSUOIkgMbP4yqzeGPxGY%2F%2FgvT%2BhBKJkN9jdh4%2FBePmTE%2Bhijkoc6w20l%2FzJw3KEyBN7Ysz9CyuyEE3IZXo0Pm1jKylUc7o0wbrB9xLP7h5RmYo1rEOGCrb8LGvqGQv07nq81nzgcrh9tfjS%2FHfl8eOXURS1sDS6pOKkQV%2F7sTKwrQ5%2F7skVh0FQqoIPevKSTH%2BmYM9SJVgwIgnW2hvlDhuH%2Bcl9fOq31pcY%2BzvlIw58c4XJm6yRR2xEHoI9sT1vpWFWWtIXLNbi4HF8fqV0DkmS6TcP8p7N5smEVn%2Beg6zs6RBNThjIUqLzlzBCkA6slUpR9EPt5tDd%2BEY4a4EjP9yGFi9YWJ5bIB2LIrcogdsgndhBQslkSECXhaD2BmrWobiTiSymJkFPMNe5wc8GOo8BeeFrXdUL1TNrIVIW7QVzvuEiKwXkb1gqtkkwu%2BPiOMHq2l5E87TaPi%2F0w%2F5pOH4r8xLj7%2Bt5nq3m8AahjYqZh7K%2BLshf9N5MQgpNQYOGQnBqvJjdsJ16o8kFQb4BmlCXKoMWJSO8gPxpuDmBq1%2BbWAtkajNKbpri0PQj6dIEAqoiy2%2FoHNq%2BDHZLn%2F37lT4%3D&X-Amz-Signature=104e0b69a728135b02e1fa8d7228e50d3deed280be0f2c78e5132f803ae4586e&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =1096x858")

### **Step 5: Map Columns (If Necessary)**

If your file's column headers do not exactly match the template's required headers, you will be automatically taken to the "Map Columns" screen. Here, you will match your columns to the system's columns.

### Step 6: Review and fix errors

Review your data on the next screen and make any necessary adjustments before proceeding. The system identifies several types of errors, such as empty required cells, duplicated data, or incorrectly formatted values. Errors are listed on the right-hand panel. You can fix them individually or use bulk actions to correct entire columns at once.

### Step 7: Import

Select **Import**. You'll be automatically redirected to the Upload Center.

### Step 8: Monitor processing

Watch your transactions process in real time. The **Status** column will show a spinner and the processed row count will increment as TaxCloud works through your file.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/6e90142f-82fb-4577-a139-3b71a3cff7d6/cc6ef9a0-668f-409b-afd5-ea504cc62222/Screenshot%202026-01-22%20at%201.29.22%E2%80%AFPM.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL36CC3NHWF%2F20260428%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260428T074530Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEA8aCXVzLWVhc3QtMiJIMEYCIQDsUcigZCKcylopGsh4elW%2F0JjZCNT7m909Tu6hcTDSiAIhAP%2BgmJRk9tGZM8E8tRyfDkaqgvL0AGnGM0hHIKk4i6ARKuUFCNj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMMzA4MTI1OTc1Mjg3IgyXrH0EcCDsX3PLFvMquQWfXBS5ezLXwIM%2Fm81eWKt7z5XJqYknKClMPHYDm7D6WLLV70ZIApftTsXpfxHxdbpTd8myEM45UEqH%2Bd%2BpcCoiNt6pvLoY9t9WAkOwQRAVD%2Fe8ftqwhitdblbnwSzI1tSwjT4RxLpnr5QneAy0fSnP5pypfkZE%2BpRvlItrbglfdlbYBaMMCo7oa%2BjJxesJQHAQIO5IG9syw1pFtPjXEzL%2FxWeeNPvEU7HbjCoNJOx%2ByaFimIIGgeEZgCiD2QnjsKqulXrplKZgKMKONCfeFpmueLBZgWj7%2FyU6zFKHWF4nlaNPnbnHd%2BpD3m1WpRSA3okSoixS9CTHJKgZtYU%2F0HQLX4BqsXfsBy07LzK3Iu2tAOSIu8XjKsc0B6A%2F0%2FAKarTc2%2BGYwDyfYsDD3IebkjMJ6HPZw9P6yZI7oGHsYbenMOP60KGxNwIMuLN16kE%2FbMWyI8nJyxVKLHOOfnlZl8MZvLj4HIneRVqrier8JGTXnFrBgBkb5b3VCj%2FWYgp%2FqV63lsNThfsCUGAc3Apj2gHI1eSUOIkgMbP4yqzeGPxGY%2F%2FgvT%2BhBKJkN9jdh4%2FBePmTE%2Bhijkoc6w20l%2FzJw3KEyBN7Ysz9CyuyEE3IZXo0Pm1jKylUc7o0wbrB9xLP7h5RmYo1rEOGCrb8LGvqGQv07nq81nzgcrh9tfjS%2FHfl8eOXURS1sDS6pOKkQV%2F7sTKwrQ5%2F7skVh0FQqoIPevKSTH%2BmYM9SJVgwIgnW2hvlDhuH%2Bcl9fOq31pcY%2BzvlIw58c4XJm6yRR2xEHoI9sT1vpWFWWtIXLNbi4HF8fqV0DkmS6TcP8p7N5smEVn%2Beg6zs6RBNThjIUqLzlzBCkA6slUpR9EPt5tDd%2BEY4a4EjP9yGFi9YWJ5bIB2LIrcogdsgndhBQslkSECXhaD2BmrWobiTiSymJkFPMNe5wc8GOo8BeeFrXdUL1TNrIVIW7QVzvuEiKwXkb1gqtkkwu%2BPiOMHq2l5E87TaPi%2F0w%2F5pOH4r8xLj7%2Bt5nq3m8AahjYqZh7K%2BLshf9N5MQgpNQYOGQnBqvJjdsJ16o8kFQb4BmlCXKoMWJSO8gPxpuDmBq1%2BbWAtkajNKbpri0PQj6dIEAqoiy2%2FoHNq%2BDHZLn%2F37lT4%3D&X-Amz-Signature=2c0223d8d3073d8713cdd60c4872734938036cec5caf3cb04161fcb7c09738d6&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =849x678")

### Step 9: Review results

Click the **three-dot menu** on any upload to:

* **View Uploaded Transactions** — see the transactions on the Transactions page
* **Download Full CSV** — download a complete report of the upload
* **Download Rows Containing Errors** — available when errors are present

If some rows failed, click the **warning icon** to review the failed line items. Correct the issues in your file and re-upload.

## Using the Upload Center

The Upload Center keeps a full history of all transaction files you've uploaded, including upload date, status, and number of items processed. To download a report for any upload, click its **three-dot menu**: 

* if the status is **Success**, select **Download Full CSV**
* if the status is **Processing Error**, select **Download Rows Containing Errors** to isolate issues, or **Download Full CSV** for the complete file allowing you to fix them offline and re-upload the corrected file.

## Troubleshooting: CSV File Won’t Upload

If your file isn't uploading, check the following:

* **File name is over 50 characters** — shorten the file name and try again
* **Blank columns or rows in the file** — remove any empty rows or columns before uploading
* **Required fields missing or incorrectly formatted** — review the [CSV Required Fields and Column Descriptions](https://support.taxcloud.com/en-us/articles/taxcloud-csv-required-fields-and-column-descriptions-xQ8hJJJcBv) to confirm all required columns are present and correctly formatted
* **Uploading to a test integration** — make sure you're uploading to a live connection, not a test one
* **Invalid date** — the error `unknown date format` means a date value in your file doesn't exist. Correct the date and re-upload

If you've checked all of the above and the file still won't upload, contact [TaxCloud Support](https://support.taxcloud.com/en-us/articles/how-to-contact-taxcloud-2kOI9DHHRK).

## Row-Level Error Reference

The uploader validates several conditions automatically. Common causes of row-level errors include:

* Duplicate `CartItemIndex` values within the same `OrderID`
* Returns using a negative price instead of a negative quantity — use a negative `CartItemQty` referencing the original `OrderID` and `CartItemIndex`
* Returns not placed at the bottom of the file or in a separate file
* Empty `CartItemTIC` — leaving this blank applies the default TIC set on the integration

## Important Notes

* Failure to upload within TaxCloud's assigned term may result in late data or amendment fees (see Exhibit A of the Terms of Service).
* If you upload the same file twice, TaxCloud's built-in duplicate detection will ignore the repeated transactions.




Uploading Transactions 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 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

**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

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

TaxCloud Account Lockout Policy

How to Update My New Business Address With The States?

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

Best Practices for your TaxCloud Account

Verify Your TaxCloud Account is Complete for Calculations

How to Enable & Disable Tax Collection in a State

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

What is an Exemption Certificate?

How to Upload Exemption Certificates in Bulk

How to Add an Exemption Certificate to TaxCloud

Exemptions and Certificates

TaxCloud Audit Support Overview

How to contact TaxCloud?

Support and Resources

North Carolina - Certificate of Registration

California - CDTFA Statement of Account

Texas - Notice of Tax/Fee Due

Florida - Credit Memo

Wyoming - License Certificate

Arkansas - Excise, Waste Tire or Withholding Wage Tax

Rhode Island - Failure to Renew

New Jersey - Certificate of Registration

Texas - Sales & Use Tax Return Paper Form

Indiana - Notice of Proposed Assessment

Connecticut - Delinquency Notice

Michigan - Business Taxes Registration Summary of Changes

Tennessee - Notice of Overpayment

Colorado SUTS Filing Reminder Notices

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

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

TaxCloud Taxability Information Codes (TIC)

Is shipping taxable?

Managing Product TIC Mapping with Product Catalog

Sales Tax Holidays & Product Codes (TICs)

Taxability and TICs

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

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?

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

Does TaxCloud Calculate Sales Tax for International Orders?

How does TaxCloud round sales tax?

Tax Concepts

Connecting TaxCloud to Adobe Commerce or Magento

Marking Customers Exempt in Adobe Commerce

Adobe Commerce & Magento

Connecting TaxCloud to Stripe (Private Preview)

How to Mark Customers Tax Exempt in Stripe

Stripe

CSV Upload

Connecting TaxCloud to Chargebee

Chargebee

Connecting TaxCloud to Miva

Miva

Reviewing and Submitting an Exemption Certificate

Building a custom API connection with TaxCloud

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

How to Mark Customers Tax Exempt in Shopify

Connecting TaxCloud to Shopify

Shopify Reporting FAQ

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

Shopify

Upgrading from the Legacy BigCommerce Integration

Marking a Customer Exempt in BigCommerce

Connecting TaxCloud to BigCommerce

Why do my TaxCloud orders have Fallback rates in BigCommerce?

BigCommerce

Upgrading TaxCloud Modules in Odoo

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

Odoo

How to Download Debug Logs in TaxCloud for WooCommerce

Enabling Exemptions In TaxCloud for WooCommerce

Connecting TaxCloud to WooCommerce

How to Configure WooCommerce Order Capture Behavior with TaxCloud

How to Enable Rate Limiting in TaxCloud for WooCommerce

Understanding WooCommerce Integration Modes

WooCommerce

Managing Exempt Customers in TaxCloud for QuickBooks Online

Preparing Your Invoice for Accurate Tax Calculation

Calculating Sales Tax on QuickBooks Online Invoices

How the QuickBooks Online Integration Works

Connecting TaxCloud to QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Calculating Sales Tax on Estimates

Calculating Sales Tax on QuickBooks Online Sales Receipts

QuickBooks Online

Integrations