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 Custom Format.
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.
5. On the next page, match each column of your file with the appropriate Sovos field from the dropdown.
6. If you are uploading purchases, click Show next to Advanced Options, then select Purchases from the Transaction type dropdown.
   You can also change the date format and calculation type if necessary.
7. Optional: To save this configuration as a template for future use:
   1. Select + Save New Template from the Import Template dropdown.
   2. Enter a name for the template, then click Save Template.
8. If everything looks correct, click Next.
   Your transaction data is uploaded to Batch Determination. When Batch Determination finishes processing your data, you will see a results screen with a summary of the uploaded transactions.
9. 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.

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