Edit Transactions via Spreadsheet

How to update and edit transactions via Spreadsheet

You can update and correct those transactions in TaxJar by creating a CSV with those sales and their proper location. 

Once you've corrected the data, you can overwrite the current data for the sales you corrected by uploading the CSV to TaxJar so the system will attribute the sales properly.  

Important: We offer two templates to import your data which differ in formatting guidance. Most transactions can be easily updated using our Orders template; however, if your products have product tax codes associated with them, we recommend using our Line Item template to edit your existing transactions. 

  1. Before any updates take place to your data, we recommend exporting your original transactions (here's how) for the period(s) you will be updating in the case of a future audit or if you need this data as supporting documentation in the case of an amended return. The maximum timespan you can download at one time is 12 months, so if you need more than that, you will need to download one year at a time.Then you can edit the exported file and import it (here’s how with Line Items Template or Orders Template) with the correct data.
  2. To ensure you're properly overwriting the transaction, the 'provider' and 'order_id' values remain the same. 
    (In the V1 template, the order_id column is equivalent to the transaction_id column in the V2 template.)
  3. You will need to double check to be certain that the file you import has the column header names in the proper order (which you'll see in the Sample CSV template you can download here).
  4. Please sure you remove any extra columns from the file you receive when you export.

If you'd like to edit data on your AutoFile returns due this month, you will need to pause your filing before your report locks (this date is detailed on your AutoFile email notification sent on the 1st of the month) in order to request TaxJar to make changes to your data. You should pause your return from your AutoFile Dashboard while you are waiting for a response to your support request. We show you how to PAUSE a filing here. It's imperative that you use the pause modal before your report locks if you're not ready for TaxJar to file your return.