Established Zones CSV Format

Established zones indicate the locations where your company has a business presence; your company may be established in an authority, registered with an authority, or a combination.

This CSV import file specifies US or INTL establishments. Establishment records can only reference zones already in ONESOURCE Indirect Tax Determination Zone Tree.

You can create multiple records for the same international zone so long as they have different effective dates.

Due to the nature of this CSV import, we recommend that you contact Customer Support for assistance creating this upload.

For information about using CSV format files, see Best Practices for Importing Data with CSV Files.

US and Non-US Established Zones Files

The sdiType value changes depending on whether the file contains US establishments or INTL establishments.

  • Use sdiType=ZoneEstablishments-US for US zones.
  • Use sdiType=ZoneEstablishments-INTL for non-US zones.

In both cases, the file format is the same; only the sdiType is different (either Establishments-US or Establishments-INTL).

Established Zones Format

SDITYPE=ZoneEstablishments-US or ZoneEstablishments-INTL

Column Name

Format

Req?

Description

StateName or
ZoneName

varchar2(50)

Y

Use the full name of the state or the full name of the country, depending on whether you are creating a US or INTL file.

Established

varchar2(50)

Y

Y if Established (All); N if Not Established (None).

EstablishmentStartDate

mm/dd/yyyy

Y

The date the company was established in the state.

If there is an existing record with the same start date, the record will be overwritten.

EstablishmentEndDate

mm/dd/yyyy

Y

The date the company ended establishment in the state. Leave blank if established currently.

If used, the date must be equal to or later than the establishment start date.

Example Established Zones File

This example file creates an established zone for the state of Montana and includes a start and end date.

  1. sdiType=ZoneEstablishments-US

  2. StateName,Established,EstablishmentStartDate,EstablishmentEndDate

  3. Montana,Y,01/01/2000,08/31/2007

The next example file creates an established zone for Belgium and shows an open-ended establishment (no end date).

  1. sdiType=ZoneEstablishments-INTL

  2. ZoneName,Established,EstablishmentStartDate,EstablishmentEndDate

  3. EU.Belgium,Y,01/01/2001,

For more information about formatting a CSV file, see Creating CSV Import Files.

Established Zones Import Prerequisites

A company to which you want to import this data must already exist.

Established Zones Import Options

When you import establishment data, the Import/Export Wizard prompts for Company Selection. Select the desired company to link to the established zone.