CSV import of tax details is supported for the following transaction type imports:
- Cash Sale Import
- Credit Card Charge Import
- Credit Card Refund Import
- Credit Memo Import
- Estimate Import
- Invoice Import
- Opportunity Import
- Purchase Order Import
- Return Authorization Import
- Sales Order Import
- Vendor Bill Import
- Vendor Credit Import
- Vendor Return Authorization Import
All fields on the Tax Details subtab are available for imports of the supported transaction types.
The Tax Details Override checkbox will also be available for import.
Tax Details Override – This field must be set to True (YES) to import your tax details. Otherwise, a tax engine will be called to generate the tax details for every new transaction imported, considerably increasing the CSV import processing time.