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The Transactions tab shows all your taxable transactions, which feed into your indirect tax filings and calculations.

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Data sources

Transactions can come from two sources:
  1. Accounting software — automatically synced from your connected accounting platform (QuickBooks, Xero, Stripe, Shopify, etc.)
  2. CSV upload — manually uploaded from a spreadsheet

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Viewing transactions

Go to Indirect Tax and select an entity, then click the Transactions tab. Each transaction shows:
  • Date — when the transaction occurred
  • Customer — who the sale was to
  • Amount — the transaction amount
  • Tax amount — the calculated tax
  • Jurisdiction — where the tax applies
  • Filing status — whether Commenda included the transaction in a filing

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Uploading transactions

To upload transactions via CSV:
1

Prepare your file

Format your CSV with columns for date, customer, amount, and jurisdiction. Commenda provides a template you can download.
2

Upload

Go to Transactions and click Upload CSV. Select your file.
3

Map columns

Map your CSV columns to Commenda’s transaction fields.
4

Review and confirm

Review the imported transactions and confirm the upload.

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Transaction details

Click any transaction to view its full details, including:
  • Line items and tax breakdown
  • Customer information
  • Exemption status (if the customer has a valid exemption certificate)
  • Filing assignment
For the most accurate and up-to-date transaction data, connect your accounting software rather than uploading manually.