Upload sales data from scratch
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.
When uploading transaction data from a custom source, you might find that no matching template exists in Batch Determination. Follow these steps to upload a file and use it to create a new template for future use.
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.
- 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 Next.
- On the next page, match each column of your file with the appropriate Sovos field from the dropdown menu.
- Optional: If you want to save this file setup as a template for future use, click the Import Template dropdown, then click + Save New Template.
- Enter a name for your new template and click Save Template, then click Next.
- When a success message displays, 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.