Transaction Data File Requirements

Learn what transaction information you need to upload files into LumaTax.

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Written by LumaTax IT
Updated 11 months ago

How many years of transaction data should I upload for nexus analysis?

Date range considerations to get the most out of your nexus analysis reporting.

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Written by LumaTax IT
Updated 11 months ago

How to Import Data into LumaTax

This guide will walk you through importing data into LumaTax and mapping your fields. Following these steps, you can quickly and easily upload data into the software for nexus analysis or sales tax compliance prep. 

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Written by LumaTax IT
Updated 11 months ago

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.

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Written by LumaTax IT
Updated 2 years ago

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.

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Written by LumaTax IT
Updated 2 years ago

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.

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Written by LumaTax IT
Updated 1 year ago

Invoice vs Line-Level - What's the Difference?

Learn more about supported data file formats in LumaTax

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Written by LumaTax IT
Updated 11 months ago

Supported Date Formats in LumaTax

Learn what date formats are supported for global business transactions in Lumatax data files

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Written by LumaTax IT
Updated 11 months ago