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Run an Export Report

This article applies to:Avalara AvaTax Update

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 chargeHoverTT.png export reports or an all taxes report.

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.

To run an export report:

  1. Go to Reports > Export Reports.
  2. 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

AvaTax_Update_Reports_Workflow_exports.png

Determine which report you need

Report type Description
Document Export Shows one row of data for each transactionHoverTT.png exported.
Document Line Export Shows one row of data for each line on each transactionHoverTT.png exported.
Document Line Detail Export Shows one row of data for each tax jurisdiction associated with each line on each transactionHoverTT.png exported.
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 tax jurisdictionHoverTT.png associated with each line on each transactionHoverTT.png exported.

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 isn't 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 isn't visible on transactions in AvaTax Update.
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 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. Leave these fields blank to run a report for all document codes.
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