Uploading historical transaction data to LumaTax is essential to generating a completing sales tax workflows. LumaTax allows you to upload multiple files from disparate source systems to aggregate them into normalized working files. This article will teach you the file requirements for a successful upload. Consider these requirements as you gather source system data files.
Many types of files will automatically map to the fields in Lumatax. If not, you can save your mapping for future use.
We recommend downloading files from the original source system of the sales transactions. For example, a client may generate sales transactions in Amazon and Shopify and then sync that data to their accounting system for financial reports. In that case, it is best to export files out of Amazon and Shopify for import into LumaTax, instead of using the accounting system reports. General Ledgers do not typically provide the level of detail needed for the most accurate results.
However, if the client creates their sales transactions directly from invoicing/ sales tools inside their accounting system exclusively, the accounting system data can and should be used. You may not have as many detail fields available in the accounting system's built-in reports, but should be able to generate reports for minimum required fields.
Examples: Amazon, Shopify, Etsy, eBay, Walmart, QuickBooks, Square, Xero, Sage. Ultimately, any source system that provides a report with at least the required information and format below can be used.
When in doubt, please contact support@lumatax.com for assistance.
Supported file type:
- .CSV
- <250 MB
- Must be a Plain CSV file (not a CSV exported for Excel)
Requirements:
The .csv file contains invoice or line-level transaction data.
The first row of the file is the column header and includes, at minimum:
-
Invoice ID
-
Invoice Date
-
Total invoice amount **
-
Total sales tax collected
-
Ship-to zip, ship-to state, or physical location state/zip
For best results, your file may also include fields containing:
-
Line details
-
Refunds
-
Marketplace facilitator data
-
Taxability and Exemption data
-
Ship-from, Bill-to, and Physical Location data
Available Fields for Mapping:
Field Category/ Description |
Data Type |
Required or
|
|
Invoice Headers |
||
| Invoice ID | Alphanumeric | Required |
| Invoice Date | Date | Required |
| Invoice Header ID | Alphanumeric | Optional |
| Customer PO Number | Alphanumeric | Optional |
| Document Type | Alphanumeric | Optional |
| Product Type | Alphanumeric | Optional |
| Company Code | Alphanumeric | Optional |
| FOB Point | Alphanumeric | Optional |
| Ship Via | Alphanumeric | Optional |
|
Invoice Header Amounts |
||
| Total Invoice Amount | Numeric | Required |
| Total Tax Collected | Numeric | Required* |
| Total Taxable Sales | Numeric | Optional |
| Total Shipping | Numeric | Optional |
| Total Refunds | Numeric | Optional |
| Total Discount | Numeric | Optional |
| Total Refunded Tax | Numeric | Optional |
| Line Detail Fields | ||
| Line Total | Numeric | Required for Line Files |
| Line Tax | Numeric | Optional or Total Tax Collected |
| Line Discount | Numeric | Optional |
| Invoice Line ID | Alphanumeric | Optional |
| Invoice Line Type Code | Alphanumeric | Optional |
| Item SKU | Alphanumeric | Optional |
| Item Name | Alphanumeric | Optional |
| Item Description | Numeric | Optional |
| Item Quantity | Numeric | Optional |
| Item Price | Numeric | Optional |
| Item Discount | Numeric |
Optional |
|
Address Details |
||
| Ship-to street-1 | Alphanumeric | Optional |
| Ship-to street-2 | Alphanumeric | Optional |
| Ship-to city | Alphanumeric | Optional |
| Ship-to state | Alphanumeric | Required |
| Ship-to zip | Numeric | Required |
| Ship-to country | Alphanumeric | Optional |
| Ship-from street-1 | Alphanumeric | Optional |
| Ship-from street-2 | Alphanumeric | Optional |
| Ship-from city | Alphanumeric | Optional |
| Ship-from state | Alphanumeric | Optional |
| Ship-from zip | Numeric | Optional |
| Ship-from country | Alphanumeric | Optional |
| Physical location street-1 | Alphanumeric | Optional |
| Physical location street-2 | Alphanumeric | Optional |
| Physical location city | Alphanumeric | Optional |
| Physical location state | Alphanumeric | Optional or Required if No Ship-to |
| Physical location zip | Numeric | Optional or Required if No Ship-to |
| Physical location country | Alphanumeric | Optional |
| Bill-to street-1 | Alphanumeric | Optional |
| Bill-to street-2 | Alphanumeric | Optional |
| Bill-to city | Alphanumeric | Optional |
| Bill-to state | Alphanumeric | Optional |
| Bill-to zip | Numeric | Optional |
| Bill-to country | Alphanumeric | Optional |
| Marketplace Facilitator | ||
| Marketplace Facilitator Tax Collected | Numeric | Optional |
| Marketplace Facilitator Flag | Alphanumeric | Optional |
| Taxability | ||
| Exemption Code | Unique Values Mapping | Optional |
| Taxable Flag | Unique Values Mapping | Optional |
| Customer Details | ||
| Customer ID | Alphanumeric | Optional |
| Customer Name | Alphanumeric | Optional |
| Customer Code | Alphanumeric | Optional |
| Customer Tax Exemption Number | Alphanumeric | Optional |
