How to Import Tax Rates

Use this workflow to import quarterly sales tax rates from an approved .xlsx rate file.

When to use this workflow

Use this workflow when a new quarterly rate file is available and PAX needs updated sales tax lookup data.

Before you start

You need:

• admin access for the import.
• The official state rate .xlsx file.
• The effective date for the new rate period.
• An optional end date if the imported rates should have a defined end date.

The current import UI supports WA.

Screen path

Dashboard > System Settings > Accounting > Tax Rates

Steps

1. Open System Settings.
2. In Accounting, select Tax Rates.
3. In Import Quarterly Rates, confirm State is correct.
4. Enter Effective Date.
5. Enter End Date only if the imported rate period should end on a specific date.
6. Select the official .xlsx file in Rate File (.xlsx).
7. Select Import Rates.
8. Wait for the import result message.
9. Use search to spot-check expected county, location, code, and combined rate values.

What happens behind the scenes

PAX parses the first worksheet of the uploaded file. For WA files, PAX expects the title block, column headers, then data rows beginning after the header rows.

PAX imports county, location name, location code, local rate, state rate, combined rate, effective date, and end date. Location codes are padded to four digits.

Before inserting the new rows, PAX ends prior open-ended rates for the same state that started before the new effective date. The previous end date is set to the day before the new effective date.

If the same state, location code, and effective date already exists, PAX updates the existing row instead of creating a duplicate.

Related docs

• Tax Rates Overview
• Sales Tax by City Overview
• System Settings Overview