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)

  • wholesale
  • government
  • marketplace*
  • non_exempt

*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.

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