Import Tax Tables

Make sure you extracted (unzipped) the downloaded file before proceeding. To import a tax table:

1. In The Edge, click on Administrative > Sales Tax > Shipping Tax Import Wizard.

2. Click Next. Use the drop-down to navigate to the path of the extracted tax table. Select the file to import and click Open.

3. Choose which Rates (State, City, County, Special) to import and set import options, then click Next.

Condense Special Tax By

Some tax tables include special tax rates. These can be things like district taxes, stadium taxes, etc. If present, this option defines how to add them.

Amount	Special taxes of the same amount will be condensed to a single definition.
County	Special taxes for the same county will be condensed to a single definition.
Zip Code	Special taxes for the same ZIP code will be condensed to a single definition.

Rounding

Defines threshold at which partial change gets rounded up. The default is 0.0050, e.g. $1.005 would round up to $1.01 while $1.004 would round down to $1.00.

Start / End Date

Dates these taxes will be effective.

Tax Agency

For QuickBooks, the tax agency to assign these to.

4. Select which Categories these taxes will apply to, then click Next.

5. Choose which Services and Stores these taxes will apply to, then click Next.

6. Choose which Miscellaneous Items these taxes will apply to, then click Import Taxes to complete the import process.

7. You must restart The Edge before these changes take effect.