When should CSV transactions be imported for inclusion with AutoFile?

Our filing team begins processing returns on 4th day of the month that your return is due, so we recommend uploading your CSV (or API) transactions as early as possible. 

How can I tell if I can still upload CSV sales for inclusion with AutoFile or mark additional items as exempt?

  • If the state is marked as Yellow (Scheduled) on your Dashboard, you will still be able to upload CSV sales to be included in the current return. You can also make additional changes to your Report data to mark items as exempt if the state is marked as Yellow (Scheduled) on your Dashboard.
  • But CSV sales uploaded when the state is marked as Blue (In-Progress or Submitted) or Green (Completed) on your account's Dashboard will be included in the return for the next filing period.

To ensure your CSV data will be included in the return that will be filed that month, please upload the file by the 4th day of the next month after the filing period closes. (Example: December 2017 sales would need to be uploaded by January 4th, 2018 to ensure they are included and filed with the December 2017 return.)

If you don't upload by the 4th when returns begin processing, you can determine if your CSV or API transactions will be included in the return that will be filed during the current month by reviewing the icon in the Left side of the state Dashboard tile.

Any CSV data uploaded after the return is locked for processing will not be included in the filing due that month.  However, those transactions will be included in the return for the next open filing period.

If you do not yet see any of the above icons in the AutoFile tile on your Dashboard, you can still upload your CSV transactions for inclusion that month.

  • The image below shows a Dashboard tile for a return that has not been locked. Any CSV transactions uploaded now will be included with the return that will be filed this month.

 If you see a YELLOW clock, you can still upload transactions between now and 7pm EST the day before the "Scheduled to be filed and paid by day" you see in that box.

  • In the example image below, any additional CSV transactions will need to be uploaded by 7pm EST on October 7, 2017.

 If you see a BLUE clock or Hourglass, the return has already been sent to the state and any additional CSV transactions will not be included with the current return, but they will be included with the next upcoming return for that state.

 If you see a GREEN checkmark, the return has already been sent to the state and any additional CSV transactions will not be included with the current return, but they will be included with the next upcoming return for that state.

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