Reports in 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.
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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.
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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.
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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 |
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Date to be used |
Select the date type to use when applying a date range:
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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. |