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  • Section: Sales
  • Last updated: May 21, 2019, 4:42 p.m.

Import/Export Tax Code Records

Import files of non-consolidating or non-compound tax codes contain consecutive records (lines) defined as follows. The records do not need a blank line separating the tax codes.

Canada Non-consolidated Tax Codes
Field Description Notes
Tax Code 5 characters, alphanumeric Required
Description 1000 characters, alphanumeric  
Tax Type Index number from tax type list:
  • Import Duty
  • Provincial Sales Tax
  • Goods & Services Tax
  • Compound Tax
  • Quebec Sales Tax
Required
Rate 1 or 2 numeric characters before and after optional decimal point. Required
Rate cannot be negative
No '%' symbol
Linked Account for Tax Collected Must be a valid, pre-existing 5 characters, numeric account number with an optional '-' separator between the first digit and the last 4 digits (eg., 1-1234) Not required for import, but if record is opened in AccountEdge, AccountEdge will not allow you to close until an account is set
Linked Account for Tax Paid Must be a valid, pre-existing 5 characters, numeric account number with an optional '-' separator between the first digit and the last 4 digits (eg., 1-1234) Not required for import, but if record is opened in AccountEdge, AccountEdge will not allow you to close until an account is set
Linked Card for Tax Authority When importing, must match a existing vendor card in the company file card file. If the card designation is Company: 50 characters, alphanumeric. If the card Designation is Individual, last name: 30 characters, alphanumeric, followed by a comma and a space, followed by up to 20 alphanumeric character first name. Optional
US Non-consolidated Tax Codes
Field Description Notes
Tax Code 5 characters, alphanumeric Required
Description 1000 characters, alphanumeric  
Tax Type Index number from tax type list: ol>
  • Import Duty
  • Sales Tax
  • Required
    Rate 1 or 2 numeric characters before and after optional decimal point. Required
    Rate cannot be negative
    No '%' symbol
    Linked Account for Tax Collected Used when Tax Type is 2. Must be a valid, pre-existing 5 characters, numeric account number with an optional '-' separator between the first digit and the last 4 digits (eg., 1-1234) Not required for import, but if record is opened in AccountEdge, AccountEdge will not allow you to close until an account is set.
    If both accounts are included in import record, you'll receive the message: 'Warning 385: Linked Account for Tax Collected not required; ignored', because only one account is required.
    Linked Account for Accrued Duty Used when Tax Type is 1. Must be a valid, pre-existing 5 characters, numeric account number with an optional '-' separator between the first digit and the last 4 digits (eg., 1-1234) Not required for import, but if record is opened in AccountEdge, AccountEdge will not allow you to close until an account is set.
    If both accounts are included in import record, you'll receive the message: 'Warning 385: Linked Account for Tax Collected not required; ignored', because only one account is required.
    Linked Card for Tax Authority When importing, must match a existing vendor card in the company file card file. If the card designation is Company: 50 characters, alphanumeric. If the card Designation is Individual, last name: 30 characters, alphanumeric, followed by a comma and a space, followed by up to 20 alphanumeric character first name. Optional

    Import records containing compound or consolidated tax codes consist of records defined as follows. Different consolidated and compound tax codes records must be separated by a blank line.

    Consolidated Tax Codes
    Field Description Notes
    Consolidated Tax Code 5 characters, alphanumeric. Required
    To import consolidated tax codes, all sub-tax codes must be pre-existing AccountEdge tax codes.
    The rate of the consolidated tax code is calculated automatically by AccountEdge as the total of the sub-tax code rates.
    Consolidated Code Description1000 characters, alphanumeric If no description is imported, 'Imported Consolidated Code' will be entered automatically as the description
    Sub-Tax Code 5 characters, alphanumeric Required
    Must match a pre-existing tax code