Can I upload non-web transactions into TaxCloud?

Yes, offline transactions can be uploaded to your TaxCloud account.

Transactions must be uploaded between the first and tenth of the month, for the previous month's business. The information you upload will be included in your transactions history and monthly reports. Please note that offline transactions will be included in your returns if TaxCloud creates and files them for you.

The csv file needs to include the following pieces of information. Each should appear in a separate column in the following order (please see attached file):

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