Tax return reports display your sales and sellers use tax liability.
AvaTax Update refreshes 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.
To run a tax return report:
- Go to Reports > Tax Return Filing Reports.
- Click Create Report next to the type of report you want to run and 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.
Follow the reports workflow
Determine which report you need
|Report type||Description||Special field notes|
Shows tax summary liability by country or region, capturing a view of all documents for the filters selected. Run this report for sales and sellers use tax, or for consumer use tax.
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 these states.
|Tax Jurisdiction Detail||
Shows details of transactions by state, county, city, and special tax jurisdiction. On the Reports page, choose the specific tax jurisdiction detail report that meets your needs.
All views include a recap section summing data up bytype (STA, CTY, CIT, and STJ) within each state.
To limit transactions in the report by tax code, in the Tax Code field enter the Avalara tax code associated with the transactions you want to include.
To limit transactions in the report by location, in the Location Code field enter the location code of the company location that you want to see transactions from.
|Exemption Detail by Jurisdiction||Shows exempt and non-taxable sales details, capturing a detailed view of the country and region for the selected filters.||
The Exempt Type checkboxes offer three different kinds of exemptions to filter by:
|Tax Levels||Shows information specific to California or Colorado returns, depending on the specific report you select, capturing a view of the country and region for thelocation selected.||When running a tax level report for Colorado, the Home Rule Location list lets you filter for transactions taking place in any one of the state's various local jurisdictions.|
|New York Apparel Taxation||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.|
|Colorado Multi-location||Shows information that can help you fill out localColorado 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 occurred or you've told AvaTax Update that you're collecting and remitting tax. It's also the only report that includes your Colorado account number and site ID.|
|Federal Excise Tax Summary||Use the federal excise tax summary report to view your federal excise tax summary liability by region. This can help you manually complete federal medical device excise tax forms.||To select more than one company from the Company or Companies list, press and hold Ctrl and select each company name.|
Explaining transaction types
The Transaction Type list may require additional explanation.
Use this list to choose whether your report shows all transactions or filters them by one of four different types:
- Sales invoice - Invoices for sales that you made to customers
- Purchase invoice - Invoices for purchases you made from other suppliers
- Return invoice - Invoices for customer returns
- Inventory transfer invoice - Invoices relating to moving stock between different locations