Example of Creating Tax Setup Using Tax Partner Content in the Tax Configuration Workbook

This example shows how to create standard sales tax jurisdictions and tax rates within the US using tax partner content in the Tax Configuration Workbook. You can create sales tax jurisdictions at state, county, and city levels using this method.

Here's a summary of key decisions you make in this scenario:

Decision to Consider	In This Example
What tax setup are you creating?	Tax regime Taxes Tax jurisdictions Tax rates
Do you have exception rules for calculating US sales tax on transactions?	No
Do you use tax partner content?	Yes

Prerequisites

Before you begin, you must obtain the tax data content required to populate the Tax Configuration Workbook template. Contact your tax partner representatives to get these details.

Creating Tax Setup

Follow these steps to create tax setups using tax partner content in the Tax Configuration Workbook:

1. Open the Tax Configuration Workbook provided by your tax partner and go to the Instructions sheet.

2. Click Generate CSV File. It performs these actions:

   • Saves the entire Tax Configuration Workbook data in a comma separated values (CSV) file.

   • Saves the CSV file into a single compressed file attachment.

3. Save the compressed file attachment in your local directory.

4. On the Manage Tax Regimes page, click the Rapid Setup Spreadsheets button and select Upload Tax Configuration Workbook.

5. Select the compressed file that you saved earlier.

6. Click Open and then click Upload.

7. Note the process ID and go to the Monitor Upload and Download Processes tab.

8. Click Refresh and ensure that the process ID completes with a Succeeded status.

   • If the status of the upload process is Succeeded, you can view your setups using the search criteria on the page.

   • If the status of the upload process isn't Succeeded, your upload has failed. Check the details in the corresponding error log, correct any file errors, and reupload the file.