Transaction Data
Learn how to import transaction data into LumaTax.Transaction Data File Requirements
Learn what transaction information you need to upload files into LumaTax.
How many years of transaction data should I upload?
Date range considerations to get the most out of your nexus analysis reporting.
How to upload CSV files from any source system to LumaTax
After gathering files, use these steps to upload your client's transaction data history to LumaTax.
What Amazon report should I upload? Where do I find it?
Learn how to customize a report in Amazon Seller Central to upload transaction data to LumaTax.
What Shopify report should I upload? Where do I find it?
Learn how to customize a report in Shopify to upload transaction data to LumaTax.
What QuickBooks Online (QBO) report should I upload? Where do I find it?
Learn how to customize a report in Intuit QuickBooks Online (QBO) to upload transaction data to LumaTax.