Upload sales data with an existing custom template

If you are not using Global Tax Determination or an API to share transaction data with Sales Tax Filing, you need to upload your transactions in a file.

CAUTION:

Transaction data must be uploaded by the fourth business day of each month. If the data is not uploaded by then, Sovos can't guarantee that the return will be filed on time in that filing period.

Formatting requirements:

Make sure that your file is in CSV UTF-8 format.
Make sure that your file has the same number of columns as the template, and that the column headers are the same.
Any additional columns in your file that are not mapped in the template already will be ignored when processing the file. If you want these columns to be processed as well, map them first.

Log in to Batch Determination.
Click Upload.
Select Custom Format.
Click Browse to select your .csv file from your computer or drag the file into the box. Click Continue.
On the next page, select the template you want to use from the Import Template dropdown menu, then click Apply.
Fields will be matched to the columns in your report based on the template you selected.
If everything looks correct, click Continue.
A success screen will display.
If the data in the uploaded file is final and will not change, click Save, then click Save for Filing on the popup to submit it for filing.

Your transaction data will be available in Sales Tax Filing within 24 hours. You can track the status of your returns by logging in.

Sovos Docs

Upload sales data with an existing custom template

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