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

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.




Uploading Historical and Marketplace 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 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