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Can I upload non-web transactions into TaxCloud?

Yes, offline transactions can be uploaded to your TaxCloud account.

Transactions must be uploaded between the first and tenth of the month, for the previous month's business. The information you upload will be included in your transactions history and monthly reports. Please note that offline transactions will be included in your returns if TaxCloud creates and files them for you.

The csv file needs to include the following pieces of information. Each should appear in a separate column in the following order

  • Order ID Number
  • Customer ID Number (Provided By Your Shopping Cart)
  • Date the transaction Began (yyyymmdd)
  • Date the transaction was authorized (yyyymmdd)
  • Date the transaction was captured (yyyymmdd)
  • Date the transaction was captured (yyyymmdd) (You can use the same date for all three fields-began, authorized, and captured)
  • Code that indicates how the product was delivered by seller: 1 = seller's vehicle, 0 = other method such as UPS or FedEx
  • First Line of the "ship from" address (for instance, 123 Main Street)
  • Second Line of the "ship from" address (for instance, Suite 10)
  • "ship from" city (for instance, Springfield)
  • "ship from" 2 letter state abbreviation (for instance, MO)