---
schema_version: "1"
id: 5030769b0503f5a1e721cfaf75c769a8d924097eff35d30141c7c0f71baca023
title: Import External Tax Lines into Billing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_tax_lines_import.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_tax_lines_import.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c5d855b66ed9df70999eba1763b1533b20f4bbdc37e4cf85ec6789ab7de59221
description: Bring in the tax amounts calculated by an external system for draft invoices.
products:
  - Revenue Cloud
release: "264"
---
# Import External Tax Lines into Billing

Bring in the tax amounts calculated by an external system for draft invoices.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d55672e72">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55672e72 ">To export and import Invoice Line Tax records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55672e72 ">Billing Admin OR Billing Operations User permission set</td>

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1. Create draft invoices for order products having Is Taxable set to false on tax treatments.
    
    See [Create Tax Policies and Treatments](https://help.salesforce.com/s/articleView?id=ind.billing_tax_policies_and_treatments_create.htm&release=264.0.0&type=5 "Create tax policies and their treatments to define the tax calculation for your invoices.") and [Generate Invoices in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_generation.htm&release=264.0.0&type=5 "Schedule invoice runs to generate invoices from billing schedules or generate invoices directly from accounts or orders. Create standalone invoices or import invoices from an external system.").
2. Use a data extraction tool to export the required Invoice Line fields.
    
    The external tax system uses this data to calculate taxes.
3. Import the calculated Invoice Line Tax records into Billing.
    
    The external tax system must provide a CSV file that includes the mandatory fields such as TaxTransactionNumber, TaxAmount, TaxRate, TaxName, TaxCode, TaxEffectiveDate, InvoiceLine, TaxDocumentNumber, TaxExemptAmount, and TaxProcessingStatus. The TaxProcessingStatus field in your import CSV file must be set to Posted. See [Prepare a CSV File for Import](https://help.salesforce.com/s/articleView?id=ind.csv_file_import.htm&type=5&language=en_US).
4. Verify that the imported invoice line taxes are associated with the correct invoice lines.
    
    You can modify or delete the imported invoice line taxes before posting the invoice.
5. Post the corresponding invoices.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_example.png)

Example

Here's a sample CSV file for invoice line tax. Make sure to include the mandatory fields along with any additional fields you need.

        
| InvoiceLineId | LegalEntityId | TaxAmount | TaxCode | TaxDocumentNumber | TaxExemptAmount | TaxName | StartDate | EndDate |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 5TVSG0000007l0b4AA | 0fwSG000000TwwfYAC | 50 | PA020111 | 3ttDU00000002Fr\_Debit-4wADU0000002aH22AI | 0 | T1234 | 2025-03-21 | 2025-03-31 |
| 5TVSG0000007l0c4AA | 0fwSG000000TwwfYAC | 30 | PA020111 | 3ttDU00000002Fr\_Debit-4wADU0000002aH22AI | 0 | T1234 | 2025-03-21 | 2025-03-31 |