Uploading a Tax Table to Ontraport

Our bookkeeper told me it would be great if we could collect the correct sales tax % from our New York customers based on their county of residence. Up to this point, we’d just been collecting one tax rate for all New York residents.

Well, there turn out to be 62 counties and I didn’t want to have to manually enter these 62 sales tax rates into the Ontraport app. So, I decided to set up a way to import a tax rate by county CSV file that populated our Ontraport account with the county tax rates.

I put this “tool” here at this website. Any Ontraport customer can use it; you just need an API key and App ID for your Ontraport account.

Once you have an API Key + App ID, go over to the tax table import tool and give it a try.


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