Sales Tax Rate Import Format

A

1

Type

1

Character

Yes

Enter T to specify the record is a sales tax rate record.

B

2

Tax Code

12

Character

Yes

Enter a tax code for the sales tax rate.

C

3

Jurisdiction

12

Character

Yes

Enter a valid sales tax jurisdiction for the sales tax rate. For information on setting up sales tax jurisdictions, see Sales Tax Jurisdiction Maintenance.

D

4

Filing Jurisdiction

12

Character

Yes

Enter a valid jurisdiction used to file reports for the sales tax rate. For information on setting up sales tax jurisdictions, see Sales Tax Jurisdiction Maintenance.

Example Jurisdiction NYC (New York City) may have a filing jurisdiction of NY (New York State).

E

5

Rate

7

99.9999

Yes

Enter the sales tax percentage rate for the tax code.

Example For a rate of 5%, enter 5.0000.

F

6

Effective Date

10

99/99/9999

No

Enter the effective date for the sales tax rate.

Note The effective date must be greater than or equal to today.

If this field is blank, it defaults to the current date.

G

7

Account

29

Character

Yes

Enter a valid general ledger account associated with the tax code. The account must be unformatted (without element separators).

Note You should have a separate general ledger account for every filing jurisdiction (for example, every state or province for which you file sales tax reports).

A

1

Type

1

Character

Yes

Enter C to specify the record is a sales tax category record.

B

2

Sales Tax Category

12

Character

Yes

Enter a valid sales tax category for the sales tax rate.