Filing

Import multiple returns

If you have several returns to add to Sales Tax Filing, use the return import template to add them all at once.

  • You must have at least one legal entity set up in Sales Tax Filing.

  1. Go to Settings > State and Local Returns and click Import.
  2. Click Download template.
    Import_Return_Template.xlsx will be downloaded to your computer.
    Note:

    You can also download a list of all returns available in Sovos Filing.

  3. Open the template and fill in the information for each return you want to import, then save your changes.
  4. In Sales Tax Filing, drag the edited template into the box or click Browse and select the template from your computer.
  5. Click Import.