Importing Tax Rates

Zoey allows you to import Tax Rates with a "CSV" file.

Importing Tax Rates can be fast and easy, but if your Tax Rate information does not match the Zoey format, you will need to re-format it.

Create Your Import CSV File

Follow the formatting in the Image below.

📘

Required Fields

All Column Headers are required for the import. Code, Country, State, Rate and one of the Zip/Post columns is required.

Column Header

Description

Code

A UNIQUE ID for the tax rate. The Code will be shown to the user when checking out if you have the Tax>Settings specified to display full tax summary.

Example:
NY-US-10000

Country

2-Character Country Code (US, UK)

If you want to use a flat rate for any location worldwide, you need to set Tax Calculation Based On to Shipping Origin under Setup > > Tax > Tax Settings and use a wildcard rate for your origin country. You'll always calculate tax from your shipping origin this way.

State

2-Character State/Provence Code (NY, NJ)

*Use * for ALL*

Zip/Post Code

4/5-Character Zip/Post Codes

*Use * for ALL*

Rate

Rate is an expressed percentage. Include ONLY numbers and decimal.

Example:
8.75 (this will equal 8.75%)

Zip/Post is Range

Yes or No

Range From

4/5-Character Zip/Post Code starting from and including.

Range To

4/5-Character Zip/Post Code up to and including.

Import CSV

❗️

"Invalid File Upload Error"

If you are getting an invalid file type uploading error please export your current tax rates (button next to import) and use the first line (the headers) as the basis for your template. Depending on your current tax configuration in Zoey, additional headers may be required to successfully import even if no additional data is needed. Exporting the current rates and copy/pasting the first row (headers) into your CSV file should enable you to upload the file successfully.

Navigate to Setup > Tax > Import/Export Rates

Choose your file and click Import Tax Rates