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Run a Liability Worksheet Export Report

This article applies to:Avalara Returns

Liability worksheet reports export liability worksheet data for the time period specified.

To run a report, follow the steps below in Generate any report and then customize your liability worksheet report based on the requirements of the specific report you choose. Variations of the  liability worksheet report are described in the topics below.

For more information about these and other report types 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

  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 Standard Sales Tax - Liability Worksheet Carry-over Credits

The Standard Sales Tax - Liability Worksheet Exports - Liability Worksheet Carry-over Credits Report displays the details of all applied or excluded credits at the tax return level for the selected liability worksheetHoverTT.png.

Learn about the required fields for this report below.

  1. Next to Country, select the country in which the transactions occurred or leave UNITED STATES as the default.
  2. Next to State/Province, select the state, province, or territory in which the transaction occurred or leave All as the default.
  3. Next to Worksheet Type, select the type of liability worksheet to use for the report:
    • Original (default): The original, unamended liability worksheet.
    • Amended: The liability worksheet after it has been amended by Avalara for a particular month
  4. Next to Select Month, select the month of the liability worksheet on which to report.
  5. Next to Select Year, select the year of the liability worksheet on which to report.
  6. Next to File Format, select EXCEL.
  7. Click Generate.

    Standard Sales Tax - Liability Worksheet Exports - Liability Worksheet Carry-over Credits report.PNG

Generate Standard Sales Tax - Liability Worksheet Return Detail

The Standard Sales Tax - Liability Worksheet Exports - Liability Worksheet Return Detail Report displays the tax return data of each state or province for the selected liability worksheetHoverTT.png.

Learn about the required fields for this report below.

  1. Next to Country, select the country in which the transactions occurred or leave UNITED STATES as the default.
  2. Next to State/Province, select the state, province, or territory in which the transaction occurred or leave All as the default.
  3. Next to Worksheet Type, select the type of liability worksheet to use for the report:
    • Original (default): The original, unamended liability worksheet.
    • Amended: The liability worksheet after it has been amended by Avalara for a particular month
  4. Next to Select Month, select the month of the liability worksheet on which to report.
  5. Next to Select Year, select the year of the liability worksheet on which to report.
  6. Next to File Format, select EXCEL.
  7. Click Generate.

    Standard Sales Tax - Liability Worksheet Exports - Liability Worksheet Return Detail report.PNG

Generate Standard Sales Tax - Liability Worksheet State Summary

The Standard Sales Tax - Liability Worksheet Exports - Liability Worksheet State Summary Report summarizes the selected liability worksheetHoverTT.png with one row of data for each state or province.

Learn about the required fields for this report below.

  1. Next to Country, select the country in which the transactionsHoverTT.png occurred or leave UNITED STATES as the default.
  2. Next to State/Province, select the state, province, or territory in which the transaction occurred or leave All as the default.
  3. Next to Worksheet Type, select the type of liability worksheet to use for the report:
    • Original (default): The original, unamended liability worksheet.
    • Amended: The liability worksheet after it has been amended by Avalara for a particular month
  4. Next to Select Month, select the month of the liability worksheet on which to report.
  5. Next to Select Year, select the year of the liability worksheet on which to report.
  6. Next to File Format, select EXCEL.
  7. Click Generate.

    Standard Sales Tax - Liability Worksheet Exports - Liability Worksheet State Summary report..PNG