Follow these guidelines before uploading your file to avoid upload errors and incorrect tax calculations.

List positive amounts before negative amounts

Always list negative amounts, such as credits or debits, after their corresponding positive amounts. For example, if a credit appears before the invoice it applies to, the system has no positive amount to calculate against. To avoid this, sort the tax amount column from largest to smallest.

Check for blank rows or columns before uploading your file

Blank rows and columns are a common reason why file uploads fail. No specific error message will be displayed to indicate that a file has blank rows or columns, so double-check your file before uploading.

Multiple lines can make up a single transaction

Because a transaction can include several lines, the number of lines processed will likely be higher than the number of transactions counted.

Upload sales and purchases in separate files

Each file must contain only one transaction type. Mixing sales and purchases in the same file can cause incorrect processing, even if the file uploads without errors.