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How to Import Tax Details Data from Sage Intacct into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Tax Details object data from Sage Intacct into Excel using Coefficient for clear tax reporting.

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Written by

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Vijay Srinivas

GTM @ Coefficient

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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

  • Step 1:

    Install Coefficient, connect Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Tax Details.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh for real-time tax data.

Step-by-Step Guide

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Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Tax Code, Rate, Description appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” select a schedule, and save.

    • What Sage Intacct Data is Imported?

    • Journal Entries
    • Payments
    • Tax Details
    • Vendors
    • ACCOUNTS PAYABLE

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    How to Import Tax Details Data from Sage Intacct into Google Sheets

    Learn how to easily import live Sage Intacct Tax Details data into Google Sheets using Coefficient for streamlined tax analysis and reporting.

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    Frequently Asked Questions

    • How to get Tax Details from Sage Intacct?

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      1. Open Coefficient pane → “Import from Objects.”2. Select “Tax Details” → “Import.”Coefficient brings live tax information into Excel.

    • How do I get a list of Tax Details in Sage Intacct?

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      Use “Import from Objects,” choose “Tax Details.”All tax records load instantly.

    • How to export Tax Details to Excel?

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      Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.

    • How do I update Tax Details from Excel to Sage Intacct?

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      Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.

    • How to send email alerts about Tax Details data?

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      Configure an email automation in Coefficient.Select Tax Details fields and schedule.Receive notifications on tax rate changes.

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