Tax Import - Subscription

Our Annual Tax Subscription makes it easy for your company to stay compliant with the latest sales tax rates. Instead of manually tracking and updating tax rates, you can quickly download the current rates for all U.S. states where you’re registered to collect sales tax. This ensures that your business always applies the correct rates based on city, county, and state taxes—all determined by zip codes.

We use Zip2Tax, a trusted third-party provider, to supply these tax rates. Rates are updated monthly, and we recommend downloading them at least quarterly to ensure accuracy. However, if adjustments are ever needed, you can manually modify zip codes and tax rates in the Admin application. See here for more information: Tax Import - Manual

How to Import Sales Tax Rates with the Subscription

1. Access the Sales Tax Import Tool

   • Navigate to Tools > Import > Import Sales Tax Rates

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2. Select States to Update

• In the import window, check the boxes next to the state where you need updated tax rates.

• Click Show Data to load the zip codes and corresponding tax rates for the selected states.

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3. Import the Updated Rates

• Once the data grid finishes loading, click Update Tax Rates to import the latest rates.

• The window will display progress messages in the center as the import completes.

• You can let this run in the background and continue working on something else while rates are downloading.

4. Finish the Import Process

• When you see the message "Import Complete," you’re done! You can now close the window.

By regularly using this tool, you’ll ensure your company applies the latest tax rates without the hassle of manual updates. If needed, you can still make manual adjustments through the Admin application to meet unique tax requirements.