Skip to content
Submit a Request
  • There are no suggestions because the search field is empty.

Manage Data FAQs

Q: What is the largest file size that can be uploaded?

The Dashboard supports files up to 5 GB. Row limits also apply: CSV files support up to 30 million rows, and JSONL files support up to 10 million rows. Files that exceed the applicable size or row limit cannot be uploaded successfully.


Q: Is it possible to upload more than one file simultaneously?

When the ingestion-module update is enabled for your organization, you can select up to 10 files in one upload. Files are added to a queue and processed sequentially, not in parallel. A file waiting for the active file to finish appears with a "Queued" status.

If the auto-ingest feature is not enabled on the Ingest page for your organization, the legacy workflow allows only one file to be uploaded and processed at a time.


Q: Is it possible to delete a file after uploading it?

The available action depends on the file status:

  • Files in Invalid or Rejected status can be removed from the file history.
  • A Queued file can be canceled when the auto-ingest feature is enabled. The canceled file remains available for download and is not ingested.

To delete already-ingested transactions, accounts, account owners, or form data, use the Delete page and upload the appropriate ID-based CSV template. After validation, review and approve the deletion. Deletions completed through the Delete page permanently remove the associated data from the Dashboard.

The Delete page cannot be used to delete generated tax forms or tax documentation. Account and account-owner deletion may also be restricted when dependent transactions, form data, tax forms, accounts, or tax documentation exist. For more information on how to delete ingested data, please refer to the following guide: How to Delete Data


Q: What occurs in the data validation phase?

After upload, Taxbit validates the file to confirm that the data is correctly formatted and meets system requirements. Validation includes checks such as:

  • Alignment with the selected template and expected headers.
  • Required fields and supported formatting.
  • Valid values for applicable enums and other field requirements.
  • Row-level errors and warnings.

If the CSV headers do not match the selected template, an error is displayed before the file can proceed. When validation identifies errors or warnings, the available Summary reports provide more detail.



Q: What does each file status mean?

  • Uploading: The file is being uploaded. Remain on the Ingest page until the upload is complete.
  • Validating: TaxBit is checking the file for errors and warnings.
  • Queued: When the queue feature is enabled, the file has uploaded successfully and is waiting for another file to finish processing.
  • Invalid: Every row contains an error that prevents ingestion. No records from the file are ingested.
  • Needs Review: Validation is complete and the file requires review before ingestion. This status is used when auto-ingest is off or when the file contains errors or warnings.
  • Processing: The file has been approved or has met the conditions for auto-ingest and is being ingested.
  • Complete: Processing finished successfully.
  • Rejected: The file was rejected and is not ingested. A canceled queued file also moves to Rejected.
  • Contact Support: A problem occurred during validation or ingestion that requires TaxBit’s investigation.

When auto-ingest is enabled for the organization, a file with 100% valid rows and no warnings can bypass Needs Review and move directly to Processing. Files with errors or warnings still require manual review.


Q: How can I correct errors or warnings identified in my data?

Download the available summary reports from the file’s options menu and use them to identify the affected rows and required corrections. Correct the source data, re-upload, and review or approve the corrected file as needed.

For previously ingested transactions, keep the existing transaction_id values when re-ingesting corrected data. The system will update existing transactions rather than creating duplicates.


Q: How do the Error & Warnings Ingestion reports differ?

The validation reports have the following purposes:

  • Error & Warnings Details: A row-by-row breakdown of errors and warnings identified during validation.
  • Error & Warnings Summary: An aggregate overview and count of the errors and warnings identified during validation.
  • New Records: A list of IDs that do not currently exist in Taxbit and will be created if the file is approved.
  • Updated Records: A list of IDs that already exist in Taxbit and will be updated or overwritten if the file is approved.

Q: How should I proceed when my file is marked as "Needs Review"?

Select the file’s options menu, choose “Review File”, and review the available summary reports (as needed) and row counts. Confirm that the number of valid, invalid, and warning rows matches what you expect.

Then choose one of the following actions:

  • Approve File: Ingests all valid data. Rows with ingestion-blocking errors are excluded.
  • Reject File: Rejects the entire file, so none of its records are ingested.

If auto-ingest is enabled and the file is 100% valid with no warnings, the file bypasses Needs Review and moves directly to Processing.


Q: What criteria must the file I upload meet?

The file must meet the following requirements:

  • Use an accepted format: CSV for supported data types, or JSONL for Transactions only. Other file types, such as XLSX, are rejected.
  • Match the headers and structure of the selected Taxbit template.
  • Follow the formatting and field requirements in the applicable data guide.
  • Stay within the applicable file-size and row limits.
  • Use a unique filename unless the auto-ingest feature is enabled for your organization. When that feature is enabled, Taxbit automatically renames a conflicting filename and allows the upload to continue.

Q: Is it possible to navigate away from TaxBit while my file is being ingested?

Remain on the Ingest page until the upload is complete and the file appears in the file history table with a Validating or Queued status. After the upload completes, validation and ingestion continue in the background, so you can leave Taxbit and return later to monitor the file’s status and review the results.

 

For additional information on data ingestion, please refer to the following guide: How to Ingest Data