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Run a Tax Return Report

This article applies to:Avalara AvaTax

Tax return reports display your sales and sellers use tax liability.

To run a report, follow the steps below in Generate any report, and then customize your report based on the requirements of the specific report you choose. Variations of the tax return report are described below. You can generate reports at any time; however, report data updates hourly. For more recent transaction activity, see the transactions list on the Transactions tab.

For more information about these and other 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.

Generate any report

To generate any type of report:

  1. On the Reports tab, select a report category. When making your selection, be aware that the first section is for sales tax reports and the second section is for consumer use tax reports.
  2. From the the Company or Separate Reporting Entity list, select a company or reporting entity.
    AvaTaxCalc-Reports-SelectCoorSRE.png
  3. From the Select Report list, select a report. Fields specific to the report you select display.
    AvaTaxCalc-Reports-SelectReport.png
  4. Type or select values in the fields that display to determine what's included in the report. Remember:
    • The HTML file format isn't  recommended for displaying large reports.
    • The EXCEL file format is limited to the number of rows Microsoft Excel supports.
    • Large reports take time to generate. Don't cancel the report.
  5. Click Generate.

Generate a Tax Summary tax return report

The Tax Summary tax return report shows tax summary liability by country or region. This report captures a view of all documents for the filters selected. In HTML format, click links within the report to view more details.

The total tax amounts for California and Texas may not reflect all taxes due to mixed local sourcing. Drill down into this report to see accurate totals for California and Texas.

To generate a Tax Summary tax return report:

  1. From the Country list, select the country in which the transactions occurred.
  2. From the State/Province list, select the state, province, or territory in which the transactions occurred.
  3. To set the date range for transactions to include in the report, next to Select Date Range, select or enter the desired date range.
  4. If available, from the Tax Type list, select the type of transactions to include in the report.
  5. From the File Format list, select the file format for the report.

Generate a Tax Jurisdiction Detail tax return report

The Tax Jurisdiction Detail tax return report shows details of transactions by state, county, city, and special tax jurisdiction. The view you select when generating the report changes how information is displayed. All views include a recap section summing data up by jurisdictionHoverTT.png type (STA, CTY, CIT, and STJ) within each state. In HTML format, click links within the report to view more details.

To generate a Tax Jurisdiction Detail tax return report:

  1. From the Country list, select the country in which the transactions occurred.
  2. From the State/Province list, select the state, province, or territory in which the transactions occurred.
  3. In the Location(s) field, enter the company location to include in the report.
  4. To set the date range for transactions to include in the report, next to Select Date Range, select or enter the desired date range.
  5. If available, from the Tax Type list, select the type of transactions to include in the report.
  6. In the Tax Code field, enter the tax code associated with the transactions to include in the report.
  7. Next to General Display Option, select one or more data fields to include in the report.
  8. From the Views list, select the way the information in the report displays.
    • Standard: This view displays the information by grouping the taxing jurisdictions by jurisdiction type.
    • County City: This view is similar to the Standard view, but it lists each taxing jurisdiction under its respective hierarchy and includes a recap section at the bottom of the report that sums the tax information by jurisdiction type.
    • Standard Expanded: This view is similar to the Standard view, but adds spacing between jurisdiction types and jurisdiction types are not listed on each row. This report includes a recap section at the bottom of the report that sums the tax information by jurisdiction type.
    • Combined Extended: This view was built primarily to aid in reporting to states and local jurisdictions that require users to report portions or entire tax returns by the full tax rate. Information is displayed by grouping the specific combination of state, county, city, and tax rate into one row. Then, depending on the date range, the report sums all like combinations in the same row. This report actually pulls and displays the information from the address and not the taxing jurisdictions. This report includes a recap section at the bottom of the report that sums the tax information by jurisdiction type.
    • Combined View: This view is a combination of two other views. The top section of the report is exactly the same as the Combined Extended view. The recap section of this report is exactly the same as the top section of the Standard Expanded view.
    • Combined View by Taxing Jurisdiction: This view uses the Combined View format but displays the information by taxing jurisdiction, not by address.
  9. From the File Format list, select the file format for the report.

Generate an Exemption Detail by Jurisdiction tax return report

The Exemption Detail by Jurisdiction tax return report shows exempt and non-taxable sales details. This report captures a detail view of the country and region for the selected filters. In HTML format, click links within the report to view more details.

To generate an Exemption Detail by Jurisdiction tax return report:

  1. From the Country list, select the country in which the transactions occurred.
  2. From the State/Province list, select the state, province, or territory in which the transactions occurred.
  3. To set the date range for transactions to include in the report, next to Select Date Range, select or enter the desired date range.
  4. If available, from the Tax Type list, select the type of transactions to include in the report.
  5. Next to Exempt Type, select the types of exemption certificate entries to include in the report.
  6. From the Level list, select the level of jurisdiction breakdown to include in the report.
  7. From the File Format list, select the file format for the report.

Generate a Tax Levels tax return report

The Tax Levels tax return report shows information specific to California and Colorado returns. This report captures a view of the country and region for the home ruleHoverTT.png location selected. In HTML format, click links within the report to view more details.

To generate a Tax Levels tax return report:

  1. From the Country list, select the country in which the transactions occurred.
  2. From the State/Province list, select the state, province, or territory in which the transactions occurred.
  3. From the Home Rule Location list, select the appropriate location.
    • Choosing State Return Only returns a summary report.
    • If the report is for Colorado, choosing a city returns information that can help you fill out local home rule Colorado tax returns for the city. This report allows you to choose one city at a time.
  4. To set the date range for transactions to include in the report, next to Select Date Range, select or enter the desired date range.
  5. If the report is for California returns, from the Report Type list, select the level of detail for the report.
  6. From the File Format list, select the file format for the report.

Generate a New York Apparel Taxation tax return report

The New York Apparel Taxation tax return report shows information that can help you fill out New York Schedule H forms. If your organization pays taxes in New York, use the New York Schedule H forms to report sales of clothing or footwear that are eligible for a full or partial exemption from sales tax.

To generate a New York Apparel Taxation tax return report:

  • Select the range of dates for transactions to include in the report, select the file format for the report, and then click Generate.

Generate a Colorado Multi-Location tax return report

The Colorado Multi-Location tax return report shows information that can help you fill out local home ruleHoverTT.png Colorado tax returns. It includes all taxes for the state of Colorado (including all state, county, city, and special tax jurisdiction tax) for all locations where transactionsHoverTT.png occurred or have established nexusHoverTT.png. It's also the only report that includes your Colorado account number and site ID.

To generate a Colorado Multi-Location tax return report:

  • Select the range of dates for transactions to include in the report, and then click Generate.