When uploading transaction data from a custom source, you might find that no matching template exists in Batch Determination. In this case, you can upload a file and use it to create a new template for future use.
Uploading your file
- Click Upload.
- Select Custom Format.
- Click Browse to select your CSV file or drag and drop the file into the box.
- Once your file appears, click Next.
Matching the columns with Sovos fields
- Match each column of your file with the appropriate Sovos field from the dropdown menu.
- If you want to save this file setup as a template for future use, click the Import Template dropdown menu, then click + Save New Template. Enter a name for your new template, then click Save Template.
- Click Next.
- Once your data has been successfully uploaded, you'll see a success screen with details.
Transaction data must be uploaded by the fourth business day of each month. If the data is not uploaded by then, Sovos can’t guarantee that the return will be filed on time in that filing period.
Always use Batch Determination to upload your tax data. Don’t try to add data from the Imports menu in Filing.
Submitting your data for filing
If the data in the uploaded file is final and won’t change, click Save, then click Save for Filing.
The data will show up in Sovos Filing within 24 hours as return(s) waiting to be prepared. You can track the status of these returns in Sovos Filing and read about the filing process in this article.