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How to import csv format to turbo tax
How to import csv format to turbo tax









In the sample CSV, what does the column "provider" refer to? As we show here, re-using the same order_id will over-write an existing order. The order_id should be unique and can be alphanumeric.The date format should follow one of the following:.Please note that transaction_type is either " order" or " refund".Please be sure that all values for " refunds" are negative and that all values for " orders" are positive.Here's a sample screenshot of how you can enter in the data and how it displays in TaxJar under Transaction Details:.shipping_amount, handling_amount, and discount_amount should all be positive values and are not factored into the "Order Total".The total_sales column should include any shipping_amount, handling_amount, and discount_amount.The total_sales column does not include sales_tax.Is Sales Tax Included? Shipping? Handling? Discounts? Currently, your CSV file must match the title and order exactly. No, the header columns should only be the ones listed in our sample CSV.We recommend copying and pasting the Header row directly into your CSV file.Ĭan I include extra columns in the headers? Please match the letter case found for each Header in our Template.You can follow the instructions here to be sure that you correctly updated the headers in your CSV file.I changed the headers and checked the format but still can't upload my CSV. Can I leave out the zip-code in a transaction?.Why would information such as the "Reported Date" change for a CSV transaction?.How can I find out what failed to upload?.What are the definitions for the values and which are required?.In the sample CSV, what does the column "provider" refer to?.What should be the values for Refund, Date, Transaction and Order ID.What's included in the total_sale value? (sales_tax, shipping, handling and discounts explained).Can I include extra columns in the headers.I changed the headers and checked the format but still can't upload my CSV.Tips and FAQs for Uploading your CSV File If you're having trouble uploading your CSV, here are some frequent troubleshooting tips:











How to import csv format to turbo tax