How to Import Tax Records Data from Sage Intacct into Excel

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

Learn how to import Sage Intacct Tax Records into Excel using Coefficient for comprehensive tax history and compliance reporting.

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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

  • Step 1:

    Install the Coefficient add-in and connect to Sage Intacct.

  • Step 2:

    Select “Import from Objects” > “Tax Records” > Import.

  • Step 3:

    Apply filters if needed, then confirm.

  • Step 4:

    Enable auto-refresh to keep data updated automatically.

Step-by-Step Guide

Coefficient sidebar showing import options.
Connector menu listing Sage Intacct objects.
Auto-refresh configuration interface.

What Sage Intacct Data Is Imported?

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Frequently Asked Questions

  • How do I import Tax Records into Excel?

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    • 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.

  • Can I filter records by period?

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    • Click “Add Filter” in the import dialog.
    • Select Period and set criteria.
    • Import filtered records.

    Only matching records will load.

  • How do I update records back to Sage Intacct?

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    • Edit record rows in Excel.
    • Click “Export to Sage Intacct.”
    • Map columns and confirm export.

    Two-way sync keeps data aligned.

  • Is auto-refresh available for records?

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    • Click “Refresh” in the sidebar.
    • Choose your schedule and save.
    • Data updates automatically.

    Your records stay current without manual effort.

  • Where can I learn more about Sage Intacct objects?

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    • Visit Coefficient’s Sage Intacct integration guide.
    • Explore Platform Services > Web Services.

    Consult docs for full definitions.

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