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Avalara Help Center

Reports - Frequently Asked Questions

This article applies to:Avalara AvaTax

Here are the answers to our frequently asked questions about Admin Console reports. For more information about report types and to learn how to run these reports, read our report descriptions. Learn how these reports are linked to one another or review the answers to our frequently asked questions about reports.

How do I export transaction data to file EU VAT?

Follow the steps below to retrieve EU VAT transaction data from AvaTax.

  1. On the Reports tab, click Export Reports for Standard Sales Tax Reports.
  2. On the Reports screen, select a company.
  3. In Select Report, select any report except Exemption Certificates or EC Sales List (ESL) Report – UK VAT 101.
  4. Type or select values for the report fields.
    • For Columns to Export, select All or select specific fields to export.
    • Select a file format.
  5. Click Generate.

What happened to previous reports?

The Previous Reports category of Standard Sales Tax Reports is removed, along with the individual reports in that category.

In place of the Invoice Detail by State Report, use the Standard Sales Tax Reports/Reconcile Reports/Document Summary Report Listing By Taxing Jurisdiction (By State) Report.

In place of the Sales & Use Tax Summary Report, use the Standard Sales Tax Reports/Tax Return Reports/Sales & Use Tax Summary by Jurisdiction Report and choose the report view as desired.

What is the difference between tax variance and accrued tax?

Consumer Use Reports in the Admin Console report tax variance (tax calculated minus tax paid). In some cases (like overpayment), the tax variance amount may be negative when the purchase amount is positive. As overpayments are not allowed on tax returns, the corresponding accrued tax on the tax return is set to $0.00.

Thus, there can be a difference between the tax variance on Consumer Use Reports and the accrued tax that appears on tax returns.

When are reports updated to include recent transaction history?

You can generate reports at any time. However, transaction history is available for reporting 1 hour after a document is committed in AvaTax. For more recent transaction activity, use the transactions list filter on the transactions tab.

Each report contains the date and time the report was generated. The time stamp on the reports tab indicates when the data used to generate reports was last updated.

Which reports are "drill down" ?

Several report categories are available in the HTML file format for "drill down" capability:

  • Standard Sales Tax/Reconcile Reports

  • Standard Consumer Use Tax/Reconcile Reports

  • Standard Sales Tax/Tax Returns Reports

  • Standard Consumer Use Tax/Tax Returns Reports

Why does only one page of my report in HTML file format print?

If a report in HTML file format is printed using the print function of the browser, only the page displayed on the screen is printed. For more information, see printing a report in HTML format.

Why does the total tax amount for the state of CA and TX mismatch?

The total tax amount for California and Texas in the Sales and Sellers Use Tax Summary Report may not reflect all taxes due to mixed local sourcing. "Drill down" into this report to see accurate totals for CA and TX.

Which report file format should I choose?

Report file formats vary with the report category selected.

Report Category Available File Formats
Reconcile Reports HTML, EXCEL, PDF
Tax Returns Reports HTML, EXCEL, PDF
Liability Worksheet Exports EXCEL
Export Reports CSV-Comma Delimited Format, CSV-Tab Delimited Format, EXCEL, XML
Federal Excise Reports HTML, EXCEL, PDF
Transaction Usage Reports HTML, EXCEL, PDF

Choose the report file format based on how you work with the report.

  • HTML
    • Displays reports in a browser window with controls for navigating, searching, exporting, and printing the reports
    • Embeds hyperlinks in the reports allowing you to drill down to detailed transaction information
  • EXCEL
    • Generates a Microsoft Office Excel 97-2003 Worksheet (.xls) file for download
  • PDF
    • Generates a PDF file for download
  • CSV-Comma Delimited
    • Generates a Comma Separated Values file (.csv) delimited by commas for download
  • CSV-Tab Delimited
    • Generates a Comma Separated Values file (.csv) delimited by tabs for download
  • XML
    • Generates an XML document (.xml) for download

What is a transaction on the Transaction Usage reports?

A transactionHoverTT.png means an electronic request submitted by you to the service to calculate tax, post a document, or validate an addressHoverTT.png.

Avalara calculates transaction usage on a daily basis using the following formula:

  • The greater of: (a) the count of unique documents that you post or commit within the Service, OR (b) the count of line items contained in those documents divided by 35; OR the count of tax calculation requests submitted by any API Integration attached to your account divided by 10; plus
  • Non-tax address validation count, meaning the count of address validation requests you submit to the Service, excluding address validations performed in the process of calculating tax divided by 10

Each day AvaTax records:

  1. The number of posted invoices/credit memos
  2. The number of total line items on the day’s invoices/credit memos divided by 35
  3. The number of GetTax calls divided by 10
  4. The number of standalone address validations divided by 10

BillableTransaction.png

The billable transaction for the day equals the largest of A or B or C plus D.

For example, on Monday the Accounting group posts 150 invoices. For the 150 invoices there are 2500 line items. On the same day an eCommerce website generates 1000 GetTax calls which result in 200 completed sales (some carts are abandoned and others are revised which results in more GetTax calls). No address validations were recorded for the day.

In AvaTax we would record 350 (150 +200) transactions for the invoices, 71 transactions (2500/35) for the line items, and 100 for the GetTax transactions (1000/10). Your billable transactions for the day would equal 350 which is the largest of the three values for that day.