How to denote exempt transactions in a CSV import
TaxJar Plus subscribers can designate exempt transactions due to wholesale, resale, or exempt entities via CSV file upload.
Additionally, if you have any exempt transactions due to a marketplace collecting on your behalf, you can designate these via your CSV file upload as well. To do so, you will need to manually add a column with the title ‘exemption_type’ to the SAMPLE CSV file template and include one of the below applicable exemption reason for each exempt transaction (see image below)
*With marketplace transactions, be sure to put the applicable marketplace in the provider column.
- You can learn more about Marketplace Providers we already support in this article.
- If you are working with a Marketplace Provider we don’t already support, you can still enter the provider and exemption_type of ‘marketplace’ to properly classify the transaction.
Note: If no exemption_type is provided (blank), and an order transaction already had an exemption_type selected from within the app or via the SmartCalcs API, the CSV upload will not "override" the original exemption_type. The original exemption_type will be kept in place.