Skip to main content
Avalara Help Center

Run a Transaction Report

This article applies to:Avalara AvaTax Update

Use transaction reports to view information about your transactions, compare AvaTax Update invoices with the invoices in your accounting software, and export data from AvaTax Update.

AvaTax Update begins updating report data every 30 minutes, so you may need to wait to see your most recent transactions in your reports. Go to the Transactions page for up-to-the-minute activity.

Get more information about using reports and how reports are linked to each other.

If you want to export data from AvaTax Update, use the export reports under the Transaction reports tab.

To run a transaction report:

  1. Go to Reports and select the Transaction reports tab
  2. Select the Report category of the report you want to run, and then select a specific report from the Report name dropdown
  3. Fill out the required fields. In most cases the purpose of the fields are self-explanatory, but in some cases you may want to use the descriptions below for more information. Once you've set up your parameters for the report you want to run, click Generate report.

Determine which report you need

Report type Description
Top Line

Provides a snapshot of each transaction from your companies in AvaTax Update, giving you a basic summary of the country and/or region(s) selected. Run for sales tax or consumer use tax.

Document Summary Digs in deeper than the top line report, showing totals for the documents in transactions you've entered into AvaTax Update. Run for sales tax or consumer use tax.
Document Summary Listing

Shows sales tax totals, broken up by taxing jurisdictionHoverTT.png or address, for transactions you've entered in AvaTax Update.

Note that options available in the Report Level list vary depending on the country you've selected.

Document Line Detail

Shows more detail than the document summary report, providing you with totals for each document line within the documents in transactions you've entered into AvaTax Update. Run for sales tax or consumer use tax.

Note that options available in the Jurisdiction Type and Tax Type lists vary depending on the country you've selected.

Document Line Tax Detail Shows individual jurisdiction'sHoverTT.png tax details for each document line of the selected document. Run for sales tax or consumer use tax.

Fill out the report details

These fields may require additional explanation. Not all fields appear in every report form.

Form field Notes
Date Filter

Select the date type to use when applying a date range:

  • Document date - The date the transaction occurred. Used for both tax calculation and reporting purposes.
  • Tax date - The date used for tax calculation purposes. Usually the same as the document date, unless you calculate sales tax separately before committing the transaction to AvaTax Update.
  • Payment date - The date the customer paid you to complete the transaction. This field might not be filled in on all transactions, because it's generally assumed to be the same as the document date, and is not visible on transactions in AvaTax Update.
  • Reporting date - The date the transaction was reported. In almost all cases this is the same as the document date, and is not visible on transactions in AvaTax Update.
Company or Companies To select more than one company from the Company or Companies list, hold Ctrl and click each company name.
Document Code From / Document Code To The document code is typically the number of the document as assigned by your accounting software. In the Document Code From field, type the individual document codeHoverTT.png that you want to restrict the form to. To use a range of document codes, type another document code in the Document Code To field. On forms where these aren't required fields, leave them blank to run a report for all document codes.
Customer ID The unique code referencing your customer, which is typically the same as the unique customer identifier used in your accounting software.
  • Was this article helpful?