Tax Import

Go to Utilities → Import → Tax Import

You can download a sample file to view the required columns, make any necessary edits with specific rows, and then import it into the Tax Import feature. This ensures that the data is correctly formatted and ready for upload.

You can view the status and details of recent imports from the Recent Imports section. This section includes information such as Import ID, Import Type, Total Records, Records Processed, Status, Initiated On, and any reasons for failure. This provides a comprehensive overview of each import’s progress and outcome.

Clicking on the Status provides access to the Status Report, where you can review details on both successfully imported records and any records that failed to import. This detailed view allows for a clear understanding of the import process results, including any specific issues encountered.

Go to Settings → Tax

In the Tax Settings section, you can view comprehensive tax details, including the tax name, rate, and applicable labels. This interface also allows you to add new tax entries or edit existing ones for customization. When tax information is imported via Tax Import, it is automatically reflected in the Tax Settings, ensuring an up-to-date view of all tax configurations.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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