Introduced with Shift4Shop version 9.1 is the ability to export and import your store's ZIP and Tax codes for tax calculation. Here's how:
- Log into your Shift4Shop Online Store Manager
- Using the left hand navigation menu, go to Payment
- When the Payment page loads, click on the "Setup Tax" button located within the "Tax Manager" section
Once you're on the Tax Manager page, look towards the top right and clikc on the "Export/Import" button
To export your existing tax codes simply click on the "Export Data" button located within the "Export" section. You may also click on the "Schedule Recurring" button to schedule a recurring export of the tax codes.
After exporting, you may edit the generated CSV file (to change or add codes) and then import it back to your store (see next section).
To import the tax codes from CSV click on the "Browse" button to locate the CSV file on your computer and then click "Import Data" to upload it to your store.
The import process will work in the background and you may check back on the page to see the import's status.
If you are creating a brand new CV import file from scratch, please use the "Sample File" link located above the browse bar. THis file will contain all of the necessary columns and column headers for the import process.
The CSV file that is generated during export (and necessary for import) contains the following column headers.
This is the database ID for the record. It is only used for existing records. If you are importing a new tax code record, then you will leave this column blank
You can use this column to delete tax ranges from your store with the import function. Simply place a hyphen in front of the ID number and save the CSV file to have the individual tax range removed when the file is imported.
This is used to designate the country the tax record will be calculated for. Use the appropriate country code for this column. (i.e. US, CA, AU, etc)
This is used to designate the state/province that the tax record will be calculated for. Use the appropriate abbreviation code for this column. (i.e. NY, BC, NSW, etc)
This column will be used for the tax percentage that will be calculated. For US based taxes, this is the only tax column you will need.
This column will be used for the Tax 2 percentage that will be calculated. This is typically used for juridictions that use more than one Tax table. For example, certain areas of Canada and other countries.
This column is used to toggle the "Include Previous" option on Tax 2. This will be entered as a 1 or 0. (1=on|0=off)
Same as above, but for Tax 3
Same as above, but for Tax 3
This column is used if you would like Tax to be calculated while including shipping charges. This will be entered as a 1 or 0. (1=on|0=off)
This column is used if you would like Tax to be calculated while including applicable order discounts. This will be entered as a 1 or 0. (1=on|0=off)
This column is used for any Tax code you may need to enter on the tax range. A tax code is used when you need charge tax differently based on the type of product. (Click here for more information)
Enter the low-end zip code for the range the tax rule will cover. For example, if your range is 90200 to 90299 then this column would be 90200
Enter the high-end zip code for the range the tax rule will cover. For example, if your range is 90200 to 90299 then this column would be 90299
Once the CSV file is populated with your required information, you may import it into your store.
A good practice is to create a few Tax ranges manually using the existing Tax Manager and then exporting the CSV file. This way you can see the columns with your exsting data first and you can use this to build out the rest of the file.