Docs · File formats
Sales Tax & VAT Overcharge Recovery CSV format
Header names are matched automatically, in any order and any case. Extra columns are ignored.
| Column | Required | Also accepted as | Example |
|---|---|---|---|
| Vendor | Yes | vendor, vendor name, supplier, supplier name, payee | Midwest Industrial Supply |
| Invoice number | Yes | invoice number, invoice, invoice no, inv #, invoice #, document number | INV-55120 |
| Invoice date | invoice date, date, doc date, bill date, posting date, document date | 2026-03-04 | |
| Line | line, line number, line no, line #, line id | 1 | |
| Description | description, item description, line description, item, memo | Hydraulic press parts | |
| Item category | category, item category, product category, tax category, commodity, item type | Manufacturing equipment | |
| Ship-to state / province | ship to state, ship to province, ship to region, destination state, state, province | TX | |
| Ship-to country | ship to country, destination country, country | US | |
| Vendor state | vendor state, ship from state, origin state, supplier state | IL | |
| Vendor country | vendor country, ship from country, origin country, supplier country | US | |
| Taxable amount | Yes | taxable amount, net amount, line amount, extended amount, amount, subtotal | 8400.00 |
| Tax charged | Yes | tax amount, tax, sales tax, tax charged, vat, vat amount | 693.00 |
| Tax rate charged | tax rate, rate charged, tax rate charged, rate, tax %, vat rate | 8.25 | |
| Expected rate | expected rate, expected tax rate, correct rate, should be rate | 8.25 | |
| Exemption certificate on file | exemption certificate, exemption certificate on file, certificate on file, cert on file, exempt, exemption | Y | |
| Exemption type | exemption type, certificate type, exempt reason, exemption reason | Manufacturing | |
| Certificate number | certificate number, certificate id, exemption number, cert number, cert # | TX-MFG-2231 | |
| Certificate state | certificate state, cert state, exemption state | TX | |
| Certificate expiry | certificate expiry, certificate expiration, cert expiry, expiration date | 2028-12-31 | |
| Use tax self-assessed | use tax self assessed, use tax accrued, self assessed use tax, self assessed, use tax | N | |
| Export / zero-rated evidence | export evidence, export, exported, zero rated, export documented | ||
| Buyer VAT number | buyer vat number, customer vat number, vat number, vat id, vat registration number | DE123456789 |