Each month you will need to upload to your hellotax software account any sales or refunds your business may have done in the previous period outside of your Amazon integration.
This upload needs to be completed by the 4th of the month following month or period end.
Any sales or refund transactions outside of your Amazon integration need to be manually entered to the appropriate csv file and uploaded so they can be reported to the relevant tax authorities.
How to populate and upload your Sales & Refund csv file
1, Download the Sales & Refund csv file
2, Enter your Sales & Refunds one by one or import the data from your sales channel. It is best to overwrite the 1st example line with your own data this ensures any formulas are kept in place.
Please ensure that the format of your data follows EXACTLY the example data format!
3, Once your data is fully entered go to your hellotax software account
4, Click Settings, Integrations, Manual upload
5, Click Upload my File and choose your completed expense file from your computer
6, Once uploaded you should receive a green confirmation that the upload was successful.
*If you receive a red error message you can scroll down to view the errors that need fixing before you try to upload again.
*If you have continued issues uploading your data please contact your account manager to assist you further.