Importing Tax Details from Sage Intacct into Excel gives you live access to tax rate and liability information.
This tutorial covers connecting Coefficient, importing your Tax Details object, and automating refresh.
TLDR
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Tax Details.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for real-time tax data.
Step-by-Step Guide


What Sage Intacct Data is Imported?
- Journal Entries
- Payments
- Tax Details
- Vendors
- ACCOUNTS PAYABLE
Frequently Asked Questions
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