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 runexport reports or an all taxes report.
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.
To run an export report:
- Go to Reports > Export 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
|Document Export||Shows one row of data for eachexported.|
|Document Line Export||Shows one row of data for each line on eachexported.|
|Document Line Detail Export||Shows one row of data for each tax jurisdiction associated with each line on eachexported.|
|Exemption Certificates||Shows one row of data for each exemption certificate entry exported.|
|EC Sales List (ECL)||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.|
|All Taxes||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 taxassociated with each line on each exported.|
Fill out the report details
These fields may require additional explanation. Not all fields appear in every report form.
Select the date type to use when applying a date range:
|Company or Companies||To select more than one company from the Company or Companies list, press and 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 individualthat you want to restrict the form to. To use a range of document codes, type another document code in the Document Code To field. Leave these fields blank to run a report for all document codes.|