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Transaction Data File Requirements

Learn what transaction information you need to upload files into LumaTax.

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Written by LumaTax IT
Updated 4 months ago

How many years of transaction data should I upload?

Date range considerations to get the most out of your nexus analysis reporting.

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Written by LumaTax IT
Updated 4 months ago

How to upload CSV files from any source system to LumaTax

After gathering files, use these steps to upload your client's transaction data history to LumaTax.

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Written by LumaTax IT
Updated 4 months ago

What Amazon report should I upload? Where do I find it?

Learn how to customize a report in Amazon Seller Central to upload transaction data to LumaTax.

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Written by LumaTax IT
Updated 4 months ago

What Shopify report should I upload? Where do I find it?

Learn how to customize a report in Shopify to upload transaction data to LumaTax.

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Written by LumaTax IT
Updated 4 months ago

What QuickBooks Online (QBO) report should I upload? Where do I find it?

Learn how to customize a report in Intuit QuickBooks Online (QBO) to upload transaction data to LumaTax.

LI
Written by LumaTax IT
Updated 4 months ago