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Fetch live Tax Records from Sage Intacct into Excel to analyze historical tax transactions and ensure compliance. In this guide, you’ll install Coefficient, import record data, and set up auto-refresh for accurate tax reporting.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Tax Records” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
Related Sage Intacct Use Cases
How to Import Vendors Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Vendors data into Google Sheets using Coefficient for streamlined vendor management and reporting.
How to Import Users Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Users data into Google Sheets using Coefficient for streamlined user analysis and reporting.
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.
Frequently Asked Questions
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How do I import Tax Records into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Tax Records.”
- Click Import to fetch historical tax data.
Coefficient keeps your records live and accurate.
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Can I filter records by period?
- Click “Add Filter” in the import dialog.
- Select Period and set criteria.
- Import filtered records.
Only matching records will load.
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How do I update records back to Sage Intacct?
- Edit record rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps data aligned.
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Is auto-refresh available for records?
- Click “Refresh” in the sidebar.
- Choose your schedule and save.
- Data updates automatically.
Your records stay current without manual effort.
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Where can I learn more about Sage Intacct objects?
- Visit Coefficient’s Sage Intacct integration guide.
- Explore Platform Services > Web Services.
Consult docs for full definitions.
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