Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template.

Field Name Required Field? Field Data Instructions Sample Data
STATE Required Enter existing State Code CA
TAX JURISDICTION CODE Required Enter existing Tax Jurisdiction Code MARIN COUNTY
TAX RATE Required Enter tax rate for this split jurisdiction as a percent. Enter the as many Splits as needed to account for the overall Tax Rate for the Tax Jurisdiction. 5.00
DESCRIPTION Required Description of Split Tax Jurisdiction. Up to 30 characters. Enter the as many Splits as needed to account for the overall Tax Rate for the Tax Jurisdiction. State of California
ACTIVE? Required Enter Y or N Y

 

 

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