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Reports in AvaTax

This article applies to:AvaTax

Avalara has reports to help you reconcile data, file returns, and otherwise use information from your transactions. Generate reports on your transaction history at any time.

Tip icon AvaTax 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.

If you want to use a report with certain criteria over and over again, save yourself some time by adding that report to your favorites. Here are a few things to remember about reports:

  • Each report category has a number of reports that can be further customized to provide you with the information you need.
  • Reports that you view in the Avalara platform have hyperlinks to other reports and transactional detail.
  • Reports that you export contain all available information included in transactions, depending on the filters you choose for the reports.

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Reconciliation helps you see any difference between the tax we calculated and what your business application calculated (sometimes known as the variance).

If you're using AvaTax, you'll find reports for reconciling in the transaction reports. 

If you're using Managed Returns and we file for you, find reports for reconciling in the liability & tax return reports.


Transaction reports

Transaction reports display information about the transactions you've either sent from your business application or uploaded into AvaTax. Run transaction reports to reconcile transactions in AvaTax with transactions in your business application.

  • Use these reports to identify differences between transaction data in AvaTax and data in your business application.
  • Run reports filtered by customers, tax jurisdictions, addresses, and document detail.
  • View committed (locked), uncommitted (unlocked), and voided transactions.
  • Download worksheet versions of your sales and consumer use tax transactions.
  • Create filters and reorganize data to make it easier to compare and reconcile with reports from your business application.
  • View committed (locked), uncommitted (unlocked), and voided transactions.
  • View line-level details, like item codes, addresses, exemption certificate IDs, and tax codes (filter by tax code to separate goods and services).
  • These reports include tax override and tax variance amounts.
  • Review information about reverse charges from VAT fees in the EU and transactions involving special taxes.
  • Generate All taxes report to view transactions with taxes other than sales tax, such as lodging or hospitality taxes.
  • Use document-level VAT reports to view transactions with VAT calculations (with or without transaction attributes), or generate a VAT marketplace transaction export.
  • Review information about customs duty calculations and variance for international transactions.
  • View where you may have met state economic nexus thresholds, or where you might soon meet additional state nexus thresholds in the future. 

Liability & tax return reports

Liability and tax return reports display your tax liability. Run them to verify your returns in Managed Returns or file your own returns.

  • Use these reports to fill out tax returns on your own.
  • If you use Managed Returns and Avalara files for you, use these reports to reconcile your returns.
  • View liabilities for the current month, previous month, or any date range you choose.
  • Filter your reports by location, tax code, and tax type.
  • Show the rates, zip codes, freight, state assigned codes, and location codes associated with your liabilities.
  • Find reports to help you fill out California and Colorado returns.
  • Managed Returns customers use these reports to see your amount due for tax liability on the returns Avalara will file for you.
  • Data is based on the information in the forms Avalara files and is not necessarily broken down by jurisdiction.
  • This information helps you with federal medical device excise tax forms and provincial sales tax in Canada.

Exemption reports

Use exemption reports to show you exemption exposures, exempt and non-taxable details for transactions, and information about exemptions stored in our platform.

Fill out the report details

These fields may require additional explanation. Not all fields appear in every report form.

Form field Notes
Date to be used

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.
  • 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.
  • 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.
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 business application. In the Document Code From field, type the individual document code 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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