The Scenario
You are the accountant for a photography studio preparing for a state sales tax audit. The auditor has asked for documentation of every tax rate applied to studio invoices — which rates exist, what the percentages are, whether they are inclusive or exclusive, and what tax groups they belong to.
You have 15 tax rates across 4 tax groups in Tave. The auditor wants it in a spreadsheet. Tave has no tax rate export.
The bad version:
- You open Tave's Tax settings, find the first rate, and manually copy the name, percentage, and inclusive/exclusive status into your sheet
- You navigate to the tax groups section and map each rate to its group
- Fifteen rates is not a lot. But the field labels in Tave do not match the column headers your auditor asked for, and you spend twenty minutes mapping terminology
- You submit the sheet, the auditor comes back with a question about a rate you mis-transcribed, and you have to redo the section.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads directly from Tave's tax settings API and writes the data into your sheet.
Open the SheetXAI sidebar and type:
List all tax rates from my Tave studio and write each to this sheet — include name, rate percentage, inclusive status, and associated tax group. Put headers in row 1 and data starting in row 2.
SheetXAI calls Tave, pulls all tax rates and their group assignments, and writes them into the sheet. Fifteen rows, accurate field values, done.
What You Get
A complete tax rate export in your sheet:
- Name — the tax rate name as configured in Tave
- Rate percentage — the exact numeric rate
- Inclusive status — whether the tax is included in the price or added on top
- Associated tax group — the group the rate belongs to
The data comes directly from the Tave API — no manual transcription, no terminology mapping, no risk of copying the wrong decimal.
The auditor gets a sheet that matches Tave exactly. If they ask a follow-up question about a specific rate, you can point them to the Tave record by name.
What If the Data Is Not Quite Ready
Tax audit deliverables need to be formatted to the auditor's spec, not yours. SheetXAI handles reshaping inline.
When the auditor wants rates grouped by tax group
Fifteen rates across four groups — the auditor wants to see each group together.
List all tax rates from my Tave studio grouped by tax group. For each group, write a header row with the group name. Then list the individual rates under each header with name, rate percentage, and inclusive status.
When the auditor wants a comparison against the state rate table
You have a reference sheet in another tab with the official state rates. You want to flag any Tave rate that does not match.
List all tax rates from my Tave studio and write them to this sheet with name, rate percentage, inclusive status, and tax group. Then compare each rate percentage against the matching rate name in the State Rates tab. In column E, write "MATCH" if the percentages align, "MISMATCH" if they do not, and "NOT FOUND" if the rate name does not appear in the State Rates tab.
When you also need the tax groups exported separately
The auditor wants a separate section listing just the groups — name, number of rates, and the rates assigned.
List all Tave tax groups and write a summary section to this sheet: group name, count of rates in the group, and the names of all rates in the group listed in one cell. Then below that, write the full rate detail — name, percentage, inclusive status, and tax group — one row per rate.
When you need both tax rates and a sample of recent invoices showing taxes applied
The auditor wants to see the rates in context — not just the configuration, but a sample of invoices where they were applied.
List all tax rates from my Tave studio and write them to this sheet starting in row 2, with name, rate percentage, inclusive status, and tax group. Then, below the tax rate list, pull the 20 most recent Tave orders that include tax and show order name, invoice date, tax rate applied, tax amount, and order total.
The pattern: instead of manually copying fifteen lines from a settings screen, you describe the deliverable and SheetXAI pulls it directly from Tave.
Try It
Get the 7-day free trial of SheetXAI and ask it to export your Tave tax configuration into a sheet for the audit. The Tave integration is included in every SheetXAI plan. For related workflows, see how to export payments for accounting or the Tave in Google Sheets overview.