How do I import mulitple tax rules?

Introduction

Connex allows up to 1,000 tax rules to be uploaded into a single account. This is ideal if you charge tax in multiple states or if you charge a different rate per city.

Bulk Upload

Here are the steps:

  1. Login to Connex.
  2. On our dashboard, click manage.
  3. Expand orders.
  4. Expand sync orders to QuicKBooks.
  5. Expand sales tax.
  6. In the sales tax grid, click import.
  7. Download this sample spreadsheet
  8. Upload the spreadsheet.

You will be redirected to the home page for tax rules.

Fields

Here is a breakdown of the fields:

City Region Tax Code ISO
City where code is used. If blank, code is used throughout U.S. state. U.S. state where tax code is used. If sales tax is charged in Ohio and this field says OH, then the code is used. This must be only two letters long. QuickBooks tax code. Should be US.

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.