Do you need to upload data that's not from an e-commerce store but from a completely custom source, like an ERP? Have you already saved a matching template for it in Batch Determination? Read on for the next steps. If you don’t have a template uploaded already, read this article.
Preparing your file
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Make sure that your file is in CSV UTF-8 format.
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Make sure that your file has the same number of columns as the template and that the column headers are the same.
If there are additional headers in your file that are not mapped in the template already, these columns will be ignored when processing the file. If you want these columns to be processed as well, you’ll need to map them. Read this article to learn how to map report fields to Sovos fields.
Uploading your file
- Sign in to Batch Determination.
- Click Add Transactions.
- Select Custom Format.
- Click the Browse button and select your CSV file from your computer or drag and drop it in.
- Click Continue.
- On the next page, select the template you want to use from the Import Template dropdown menu, then click Apply.
- Fields will be matched to the columns in your report based on the template you selected. If everything looks good, click Continue.
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You'll see a success screen with details once your data has been uploaded.
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 data. Don't use 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 to Database. Click Save for Filing on the popup message to submit it 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. To learn more about how Sovos Filing works, read this article.