How to load sales tax rates
- Step 1Get your ZIP+5 rate filesFrom your tax data source (e.g. avalara, taxcloud, state DOR). Name them like 'taxrates_zip5_MN202606.xlsx' — the state and period are auto-detected.
- Step 2Upload one or manyDrag-drop or pick up to 50 files at once. Each file fully replaces the prior data for its state, so reuploading a newer period is non-destructive across states.
- Step 3Required columnsZIP and a combined / total rate are required. State, county, city, special breakdowns + county/city names are picked up automatically when present.
- Step 4How it's usedInputs page reads the project's state + ship-to ZIP and fills the tax rate automatically. You can still override per project for special cases.
Upload rate files
.xlsx / .csv accepted. Filenames containing a state code (e.g. _MN) auto-tag the state. Filenames ending in YYYYMM auto-tag the period.
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states loaded
Coverage by state
AL
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AK
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AZ
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AR
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CA
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CO
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CT
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DE
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DC
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FL
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GA
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HI
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ID
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IL
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IN
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IA
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KS
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KY
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LA
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ME
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MD
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MA
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MI
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MN
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MS
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MO
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MT
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NE
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NV
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NH
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NJ
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NM
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NY
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NC
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ND
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OH
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OK
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OR
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PA
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RI
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SC
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SD
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TN
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TX
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UT
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VT
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VA
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WA
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WV
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WI
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WY
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Uploads
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