How do I import mulitple tax rules?

Introduction

Connex allows up to 1,000 tax rules to be uploaded into a single account. This is ideal if you charge tax in multiple states or if you charge a different rate per city.

Should I use a third party tax service?

Bulk Upload

Here are the steps:

  1. Login to connexforquickbooks.com.
  2. Click submit on the my connections page.
  3. On the left, click sales tax.
  4. Click the link for bulk importing rules.
  5. Download this sample spreadsheet. 
  6. Upload the spreadsheet.

You will be redirected to the home page for tax rules.

Fields

Here is a breakdown of the fields:

City Region Tax Code  ISO
City where code is used. If blank, code is used throughout U.S. state. U.S. state where tax code is used. If sales tax is charged in Ohio and this field says OH, then the code is used. This must be only two letters long. QuickBooks tax code. Should be US.

 

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