The Tax Invoiced and Filed Summary report summarizes the tax liability that you've invoiced your customers for the filing period, along with the tax amount that will be reported on the tax returns and the tax amount that Avalara is not currently authorized to file on your behalf.
Download the Tax Invoiced and Filed Summary report
- In the Returns for Communications Compliance Portal, go to Reports
- Select the year and month
- Select the check box to the left of the Tax Invoiced and Filed Summary report
- Select the Download Reports button
Read the Tax Invoiced and Filed Summary report
- Total Tax from Previous Period
Tax liabilities incurred but not remitted before the start of the current period.
- Current Period Tax Data File
Sourced from the total current gross liability total from the Import Variance report.
- Not Authorized to File
Activity for which filing is deferred for future periods (this is generally arranged via a written request from your tax personnel). Detail of this balance - by jurisdiction and tax type - is provided via the monthly Not Authorized report.
- Tax Filed from Period Collected: Prior periods
Amounts held in prior periods are now "released" in the sense that returns for those amounts are now filed, effective in the current period. Details for both the $4,586.10 and $5,915.56 amounts are provided in in the Liabilities Held for Future Filing report.
- Tax Filed from Period Collected: Current period month
Of the total $53,926.24 current tax to be invoiced, $8,512.32 (per the monthly Liabilities Held for Future Filing report) will be held past the end of the current period, until the related quarterly or annual filings are due. Therefore, $45,413.32 incurred during the month of February will be filed across the five March filing periods.
- Total Filed this Period
Represents the total tax invoiced and filed from previous and current periods, as calculated within this summary. Avalara reconciles total filed to actual cash outlays remitted in a Reconciliation of Tax Returns Filed report.
- Ending Balance
The aggregate tax liability to all US taxing jurisdictions as of the end of February.