Can I update an existing tax configuration using spreadsheet upload?

Yes, you can use spreadsheet upload to update an existing tax configuration for specific tax rate and tax recovery rate fields. Here's a list of worksheets and the fields that you can update using these worksheets:

Worksheet

Fields

Manage Rates

  • Tax Rate

  • Set as Default Rate

  • Default Recovery Rate Code

  • Effective End Date

  • Inner City Jurisdiction

Manage Tax Recovery Rates

  • Tax Rate

  • Set as Default Rate