Make sure you extracted (unzipped) the downloaded file before proceeding.
To import a tax table:
- In The Edge, click on Administrative > Sales Tax > Shipping Tax Import Wizard.
- Click Next. Use the drop-down to navigate to the path of the extracted tax table. Select the file to import and click Open.
- Choose which Rates (State, City, County, Special) to import and set import options, then click Next.
Condense Special Tax By
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Some tax tables include special tax rates. These can be things like district taxes, stadium taxes, etc. If present, this option defines how to add them.
Amount
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Special taxes of the same amount will be condensed to a single definition.
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County
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Special taxes for the same county will be condensed to a single definition.
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Zip Code
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Special taxes for the same ZIP code will be condensed to a single definition.
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Rounding
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Defines threshold at which partial change gets rounded up. The default is 0.0050, e.g. $1.005 would round up to $1.01 while $1.004 would round down to $1.00.
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Start / End Date
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Dates these taxes will be effective.
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Tax Agency
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For QuickBooks, the tax agency to assign these to.
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- Select which Categories these taxes will apply to, then click Next.
- Choose which Services and Stores these taxes will apply to, then click Next.
- Choose which Miscellaneous Items these taxes will apply to, then click Import Taxes to complete the import process.
- You must restart The Edge before these changes take effect.