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Getting Sales Tax Filing List into Excel
  • Run your Sales Tax Filing List for your filing month.
  • Remove the Tax Code grouping in the top left corner.  Move your mouse over the box and click the X.

  • Save your Sales Tax Filing List as a csv file.

  • Open your saved csv file in Excel.

Preparing a List in Excel
  • Select Column L – Tax
  • Select Text to Columns in Data Tools within the Data tab of Excel.

  • Select Finish
  • Rename Columns Headers on Row 1 to the following:
    • Column L should be renamed to State
    • Column M should be renamed to State Code
    • Column N should be renamed to County
    • Column O should be renamed to County Code
    • Column P should be renamed to City
    • Column Q should be renamed to City Code
    • Column R should be renamed to Locality Code
  • The columns are ready to be sorted to provide totals for each applicable code
    • If there is an NA in any of the cells, this means there is no reportable code for that jurisdiction.

  • To prepare the next state return, return to Step 1 in this section to filter to the appropriate state.