The tax code you enter in the Tax field following the import file path will be used as the tax code in zip code table records, which are created to fill in zip code gaps that are not included in the file. After the import, zip code table records will exist for all zip codes between 00001 and 99999.
Each zip code in the file will have an individual zip code table record created. Each gap will have a record created for the zip code range in each gap.
Tax Codes – Based on the number in the csv z2t_ID column, tax codes will either be added or updated with a new tax rate record. IF a tax code is added, the code will be based on the z2t_ID and the description will be built using the state, county, city, and special district information from the file. As the description limit is 50 characters, some information may be truncated. If any csv records reporting code is empty or 0, that part of the description will be updated with ‘NA’.
Before performing the upload, edit the file you downloaded from your Zip2Tax portal.
- Remove any rows for states you are not collecting sales tax.
- Add the following columns to the file:
- Column R – GLAccount – This is the sales tax liability for this tax record.
- Column S – VendorCode – This is the vendor code to be used to post the payable when invoicing customers.
- Column T – EffectiveDate – The date (M/D/YYY) the tax rate goes into effect. Usually, the first day of the month you downloaded (Ex: 10/1/2023).
Zip Code Table – Based on the csv zip code column, zip code table records will be created for each zip code in the file. During the process, all existing U.S. zip code table records are deleted and then added based on the records in the import file. Only records in the csv marked as Primary=1 will be imported.
NOTE: Before running this option, close any open Zip Code Table Tabs as they will be inaccurate after processing. You can then reload the option after processing if you wish.
After clicking Search, any invalid general ledger accounts, states, or vendors will appear in the list. These must be added (or the csv edited) before processing can occur.
After processing, a status report will display a list of all tax codes added or updated.
NOTE: Additional fields have been added to the tax resource to store the various reporting codes contained in the Zip2Tax™ import file.
These include the import file fields for:
- ReportingCodeState
- ReportingCodeCounty
- ReportingCodeCity
- ReportingCodeSpecialDistrict
Update Customer Taxes
Update customer taxes allows a batch updating of customer resource tax codes based on your zip code table records. All customers whose zip/postal code meets the following criteria will be updated.
- Country must be United States.
- Zip code must contain exactly 5 digits with no characters or have the zip+4 format.
- There cannot be any tax-exempt certificates for the default address.
During the process, current tax codes for a customer will be deleted and updated based on a matching zip code table record, if one exists. If none exist, the customers tax codes will not be changed.
Note: 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
Update contact taxes
Update contact taxes allows batch updating of a customer’s contact tax codes based on your zip code table records. All contacts whose zip/postal code meeting the following criteria will be updated.
- Country must be United States.
- Zip code must contain exactly 5 digits with no characters or have the zip+4 format.
- There cannot be any tax-exempt certificates for the default address.
During the process, current tax codes for a contact will be deleted and updated based on a matching zip code table record, if one exists. If none exist, the contacts tax codes will not change.