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 two character state code. CA
TAX JURISDICTION Required Tax jurisdiction code LOS ANGELES COUNTY
TAX RATE Required Tax rate entered as a percentage 9.00
TAX JURISDICTION DESCRIPTION Name of tax jurisdiction. Up to 30 charcters LOS ANGELES COUNTY
TAX BY WAREHOUSE Enter Y or N N
SPLIT TAX Enter Y or N N
ZIP CODE ZIP Code 91344
NEXUS Enter Y or N Y
SORT SEQUENCE Numeric sort sequence to display in ascending order 2
ACTIVE? Required Enter Y or N Y

 

 

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