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Using templates to update your tax information

Quick Shopping Cart® lets you use Microsoft® Excel® spreadsheet templates to add, modify and delete tax information for your online store. You must first export a template by downloading it to your computer. You can then use Excel to manage tax information including countries, states, postal codes, and the rates that apply to those variables. When you're done, import the template into Quick Shopping Cart to update the information for your online store.

To Update Tax Information with Templates

  1. Log in to your ITEGY account.
  2. Click Quick Shopping Cart.
  3. In the Quick Shopping Cart list, click Manage next to the Quick Shopping Cart account you want to modify.
  4. From the Manage menu, in the Catalog section, click Updates & Exports.
  5. Go to the State-Based Taxes tab, and then click Export.
  6. From the window that displays, open the template with Microsoft Excel or save it to your computer.
  7. Using the template, update your tax information, and then save your changes.

    Note: Your changes do not reflect accurately if before importing a modified template you change tax information at the Operations: Taxes screen in Quick Shopping Cart admin.

  8. If necessary, log in to your Quick Shopping Cart account.
  9. From the Manage menu, in the Catalog section, click Updates & Exports.
  10. Go to the State-Based Taxes tab, and then click Import.
  11. Click Browse, select your template, and then click Import.
  12. Your tax information is updated.