1. Implementing Tax
  2. Example of Creating Tax Setup Using the Tax Configuration Workbook

Example of Creating Tax Setup Using the Tax Configuration Workbook

This example shows how you can create standard sales tax rates within the US using the Tax Configuration Workbook. You can create sales tax rates 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 Rates

Do you have exception rules for calculating US sales tax on transactions?

No

Do you use tax partner content?

No

Creating Tax Setup

Follow these steps to create tax rates in the Tax Configuration Workbook:

  1. Navigate to the Manage Tax Regimes page.

  2. Click the Rapid Setup Spreadsheets button and select Download Tax Configuration Workbook.

  3. Save the Tax Configuration Workbook in your local directory.

  4. Review the details on the Instructions sheet of the workbook.

  5. For the Manage Tax Regimes and Manage Taxes worksheets, use the predefined content for the US sales tax. You can modify or delete the predefined content where needed.

  6. Use the instructions and the column help text to populate the required setups in the Manage Rates worksheet.

  7. After completing the Tax Rates worksheet, go to Instructions sheet again.

  8. Click Generate CSV File. It performs theses 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.

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

  10. Click the Rapid Setup Spreadsheets button and select Upload Tax Configuration Workbook.

  11. Select the compressed file that you saved earlier.

  12. Click Open and then click Upload.

  13. Note the process ID and click the Monitor Upload and Download Processes tab.

  14. 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.

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