Issue Description:

I'm experiencing a critical issue with invoice imports in Zoho Books. Every import attempt fails with the same error message, regardless of the tax data provided:

Either Tax or Tax Exemption Reason is required.

This error is blocking my ability to import invoices and occurs consistently across multiple file variations.

What I've Tried:

I've created and tested 5 different invoice files with varying tax configurations:

What I've Verified:

✅ Tax data exists in account:

• GST tax rate configured
• HST tax rate configured
• ON HST tax rate configured
• Zero Rate tax configured
• EXEMPT exemption reason available

✅ The data is correct:

• I can manually create the same invoice in Zoho Books successfully
• The manually created invoice contains identical tax information
• Manual invoice saves without any errors

❌ Import still fails:

• Even the exact same invoice exported and re-imported fails with the same error

Additional Details:

• The error occurs during the import mapping stage
• The error is specific and consistent - it doesn't vary based on file content
• The error appears for each invoice line item in the batch
• I've tested with different file formats (XLSX)

Questions:

1. Is there a strict tax requirement setting that enforces tax/exemption on all imports?
2. Is there a known issue with the import validation logic?
3. Are there specific field mapping requirements I'm missing?
4. Is there an alternative import method available?

System Information:

• Zoho Books (Canada account)
• Testing Date: April 4, 2025
• Invoice lines tested: 10+
• Error consistency: 100%

Attached Files:

I can provide sample invoice files demonstrating each variation tested if that would help with troubleshooting.

Any guidance or suggestions would be greatly appreciated. This is blocking my workflow significantly.