Transactions

Documentation Index

Fetch the complete documentation index at: https://docs.commenda.io/llms.txt

Use this file to discover all available pages before exploring further.

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:

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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