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

1. Log in to Batch Determination and select your organization from the dropdown.
2. Click Upload.
3. In Step 2, select Shopify Template.
4. In Step 3, click Browse to select the file from your computer or drag and drop the file into the upload area, then click Next.
   Your transaction data is uploaded to Batch Determination. When Batch Determination finishes processing your data, it displays a results screen with a summary of the uploaded transactions.
5. Review the upload:
   • The transaction summary shows the total tax amount and exempt amount for each country and state/province. To view individual transaction amounts, click Download report.
   • If Batch Determination ran into errors while processing your file, download the error reports.
   Note:

   Though you can save an upload with errors for filing, we recommend that you correct the issues identified in the error report and then upload the corrected file.

6. If the data in the upload is final and will not change, click Save, then click Save for Filing on the confirmation popup.