Tax Area Import

The following instructions will illustrate how to import Tax Areas in AcctVantage.

  1. Download and install the import script
  2. Download the import template
  3. Fill out the template with the data to be imported
  4. Import the tax areas

1. Download and install the import script

AVSActTaxImport_Tax_Areas_v3.AVS

Download the script [attached above] and save it on your desktop or somewhere else that is easy to access. See these instructions to install the script.

2. Download the import template

TaxArea Import Template 231213.xlsx

Download the import template [attached above].

3. Fill out the template with the data to be imported

Open the import template in Excel or other spreadsheet program and fill out the data.

  • GL Acct Code must be the full 11-digit code without any dashes or spaces.
  • The percentages must be the actual percent (e.g. 0.05 will be imported as 0.05%, NOT 5.00%).
  • The system will automatically total the percentages upon import.
  • Delete the sample data before you import!
  • After you are finished entering data in the template, SAVE the file and CLOSE Excel entirely.
Import Template example

4. Import the Tax Areas

  1. Navigate to General Ledger > Tax Areas.
  2. Click on the Action Menu and select Import Tax Areas.
  3. Select the import file and the Tax Areas will be imported.
  4. When the import is complete, the list view will display the imported Tax Areas.
Tax Area list view