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Run an Export Report

This article applies to:Avalara AvaTax

Use export reports to export all transaction data based on the criteria you specify. In addition to the export reports for sales tax and consumer use tax, you can run reverse charge export reports or an all taxes report.

A reverse charge is  a transactionHoverTT.png that supports an accounting or reporting entry for a Value-Added Tax (VAT) that's required when the supplier of a product/service doesn't charge the buyer VAT. Instead of being charged VAT by the supplier, the buyer receiving the product/service assesses the Input VAT due on the purchase and generates a corresponding Output VAT entry. There's typically no net tax payable on the transaction. A reverse charge calculates both input and output tax types. A reverse charge is commonly required in the European Union (EU) to facilitate intra-EU cross-border, business-to-business trade without requiring the supplier to register in all EU Member States.

To run a report, follow the steps below in Generate any report, and then customize your export report based on the requirements of the specific report you choose. Variations of the export 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 each report type 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 Documents export report

The Documents export report shows one row of data for each transactionHoverTT.png exported.

To generate a Documents export report:

  1. From the Company list, select the companyHoverTT.png from which to pull transactionsHoverTT.png for the report.
    1. To use transactions from all companies, select All.
    2. To select more than one company, hold Ctrl and click each company name.
  2. From the Country list, select the country in which the transactions occurred. For reverse charge export reports, the only option currently available is All.
  3. Where available, from the State/Province list, select the state, province, or territory in which the transactions occurred.
  4. Where available, from the Currency Code list, select a currency to use in the report.
  5. In the Document Code field, enter the individual document code to which the report should be restricted. To use a range of document codes, in the To field, type another document code. Typically, this is the number of the document as assigned by your accounting software.
  6. To show additional options to define the report, click Show Advanced Filter, and then:
    1. From the Report On Date list, select the date type to use when applying a date range.
    2. From the Document Status list, select the status of the documents for which to display results.
  7. To set the date range for transactions to include in the report, next to Select Date Range, select or enter the desired date range.
  8. From the File Format list, select the file format for the report.

Generate a Document Lines export report

The Document Lines export report shows one row of data for each line on each transactionHoverTT.png exported.

To generate a Document Lines export report:

  1. From the Company list, select the companyHoverTT.png from which to pull transactionsHoverTT.png for the report.
    1. To use transactions from all companies, select All.
    2. To select more than one company, hold Ctrl and click each company name.
  2. From the Country list, select the country in which the transactions occurred. For reverse charge export reports, the only option currently available is All.
  3. Where available, from the State/Province list, select the state, province, or territory in which the transactions occurred.
  4. Where available, from the Currency Code list, select a currency to use in the report.
  5. In the Document Code field, enter the individual document code to which the report should be restricted. To use a range of document codes, in the To field, type another document code. Typically, this is the number of the document as assigned by your accounting software.
  6. To show additional options to define the report, click Show Advanced Filter, and then:
    1. From the Report On Date list, select the date type to use when applying a date range.
    2. From the Document Status list, select the status of the documents for which to display results.
  7. To set the date range for transactions to include in the report, next to Select Date Range, select or enter the desired date range.
  8. From the File Format list, select the file format for the report.

Generate a Document Line Detail export report

The Document Line Detail export report shows one row of data for each tax jurisdiction associated with each line on each transactionHoverTT.png exported.

To generate a Document Line Detail export report:

  1. From the Company list, select the companyHoverTT.png from which to pull transactionsHoverTT.png for the report.
    1. To use transactions from all companies, select All.
    2. To select more than one company, hold Ctrl and click each company name.
  2. From the Country list, select the country in which the transactions occurred. For reverse charge export reports, the only option currently available is All.
  3. Where available, from the State/Province list, select the state, province, or territory in which the transactions occurred.
  4. Where available, from the Currency Code list, select a currency to use in the report.
  5. In the Document Code field, enter the individual document code to which the report should be restricted. To use a range of document codes, in the To field, type another document code. Typically, this is the number of the document as assigned by your accounting software.
  6. To show additional options to define the report, click Show Advanced Filter, and then:
    1. From the Report On Date list, select the date type to use when applying a date range.
    2. From the Document Status list, select the status of the documents for which to display results.
  7. To set the date range for transactions to include in the report, next to Select Date Range, select or enter the desired date range.
  8. From the File Format list, select the file format for the report.

Generate an Exemption Certificates export report

The Exemption Certificates export report shows one row of data for each exemption certificate entry exported.

To generate an Exemption Certificates export report:

  1. From the Company list, select the companyHoverTT.png from which to pull transactionsHoverTT.png for the report.
    1. To use transactions from all companies, select All.
    2. To select more than one company, hold Ctrl and click each company name.
  2. From the Issuing Country list, select the country that issued the exemption certificateHoverTT.png.
  3. From the Issuing Region list, select the region that issued the exemption certificate.
  4. From the Exempt Cert. Status list, select the types of exemption certificate entry statuses to include in the report.
  5. From the Applied list, select entries to include in the report based on whether exemptions have been applied to a transaction.
  6. In the Customer Code field, type a unique code referencing your customer. Typically, the code is the same as the unique customer identifier used in the accounting, ERP, e-commerce, m-commerce, or POS application.
  7. Next to Columns to Export, select a list of the columns to export for the report. Select All to export all columns or select specific columns to include in the report.
  8. From the File Format list, select the file format for the report.

Generate an EC Sales List (ESL) export report

The EC Sales List (ESL) Report - UK VAT 101 export report shows details of each customer in the EU and the value (in UK pounds sterling) of the supplies made to them in the period. The information can help you fill out the UK EC Sales List (ESL) report.

To generate an EC Sales List (ESL) export report:

  1. From the Company list, select the companyHoverTT.png from which to pull transactionsHoverTT.png for the report.
    1. To use transactions from all companies, select All.
    2. To select more than one company, hold Ctrl and click each company name.
  2. From the Country list, select the country in which the transactions occurred.
  3. Next to Period of Declaration, select the type of time period to include in the report.
  4. Next to Date Range, select the month or quarter to include in the report.
  5. Next to Year, select the year of the period to include in the report
  6. From the File Format list, select the file format for the report.

Generate an All Taxes export report

The All Taxes report is a Document Line Detail export report that shows data on taxes other than sales tax that our service calculates, such as lodging or landed cost. It shows one row of data for each tax jurisdictionHoverTT.png associated with each line on each transactionHoverTT.png exported.

To generate an All Taxes Document Line Detail export report:

  1. From the Company list, select the companyHoverTT.png from which to pull transactionsHoverTT.png for the report.
    1. To use transactions from all companies, select All.
    2. To select more than one company, hold Ctrl and click each company name.
  2. From the Country list, select the country in which the transactions occurred. For reverse charge export reports, the only option currently available is All.
  3. Where available, from the State/Province list, select the state, province, or territory in which the transactions occurred.
  4. Where available, from the Currency Code list, select a currency to use in the report.
  5. In the Document Code field, enter the individual document code to which the report should be restricted. To use a range of document codes, in the To field, type another document code. Typically, this is the number of the document as assigned by your accounting software.
  6. To show additional options to define the report, click Show Advanced Filter, and then:
    1. From the Report On Date list, select the date type to use when applying a date range.
    2. From the Document Status list, select the status of the documents for which to display results.
  7. To set the date range for transactions to include in the report, next to Select Date Range, select or enter the desired date range.
  8. From the File Format list, select the file format for the report.