Payment Agencies
Payment agencies are the institutions that you pay taxes and fees to. Examples ould be the IRS, state tax collection agencies, internal etc.
Payment Agency CSV Format
Below is the format and definitions for the CSV that should be imported into Nucleo. Feel free to download the CSV template below.
Columns
- Name
ID- Type
- string | int
- Description
Unique identifier on your current system. In subsequent imports, Nucleo will bind existing data to this ID for any entity that references the Payment Agency.
- Name
Name- Type
- string
- Description
Name of the agency you are paying taxes and fees to to (i.e. WI Revenue Service)
Process
Upon import, Payment Agencies will be added to the Nucleo platform and will allow you to upload individual taxes, fees, and surcharges for these agencies.