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Run a Liability Worksheet Export Report

This article applies to:Avalara Returns

If you use Returns, use liability worksheet export reports to get liability worksheetHoverTT.png data.

To run a report, follow the steps below in Generate any report, and then customize your report based on the requirements of the specific report you choose. Variations of the liability worksheet export report are described below. You can generate reports at any time; however, report data updates hourly. For more recent transaction activity, see the transactions list on the Transactions tab.

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

To generate any type of 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 a State Summary liability worksheet export report

The State Summary liability worksheet export report summarizes the selected liability worksheetHoverTT.png with one row of liability data for each state or province .

To generate a State Summary liability worksheet export report:

  1. From the Country list, select the country in which the transactions occurred.
  2. From the State/Province list, select the state, province, or territory in which the transactions occurred.
  3. From the Worksheet Type list, select the type of liability worksheet to use for the report.
    • Original: The original, unamended liability worksheet.
    • Amended: The liability worksheet after it was amended by Avalara for a particular month.
  4. From the Select Month list, select the month of the liability worksheet on which to report.
  5. From the Select Year list, select the year of the liability worksheet on which to report.
  6. On the File Format list, the only option currently available is EXCEL.

Generate a Return Detail liability worksheet export report

The Return Detail liability worksheet export report shows the tax return data of each state or province for the selected liability worksheetHoverTT.png.

To generate a Return Detail liability worksheet export report:

  1. From the Country list, select the country in which the transactions occurred.
  2. From the State/Province list, select the state, province, or territory in which the transactions occurred.
  3. From the Worksheet Type list, select the type of liability worksheet to use for the report.
    • Original: The original, unamended liability worksheet.
    • Amended: The liability worksheet after it was amended by Avalara for a particular month.
  4. From the Select Month list, select the month of the liability worksheet on which to report.
  5. From the Select Year list, select the year of the liability worksheet on which to report.
  6. On the File Format list, the only option currently available is EXCEL.

Generate a Carry-over Credits liability worksheet export report

The Carry-over Credits liability worksheet export report shows the details of all applied or excluded credits at the tax return level for the selected liability worksheetHoverTT.png. For more information about carry-over credits, see Vendor Discounts and Credits

To generate a Carry-over Credits liability worksheet export report:

  1. From the Country list, select the country in which the transactions occurred.
  2. From the State/Province list, select the state, province, or territory in which the transactions occurred.
  3. From the Worksheet Type list, select the type of liability worksheet to use for the report.
    • Original: The original, unamended liability worksheet.
    • Amended: The liability worksheet after it was amended by Avalara for a particular month.
  4. From the Select Month list, select the month of the liability worksheet on which to report.
  5. From the Select Year list, select the year of the liability worksheet on which to report.
  6. On the File Format list, the only option currently available is EXCEL.