Run a consumer use tax document data export report
This article applies to:
Generate a consumer use tax document data export report, and download the data in a spreadsheet you can customize.
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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. |
Learn about Reports in AvaTax.
Steps
- In AvaTax, go to Reports.
The Transaction Reports tab opens. - Select Consumer Use Tax Document Data Export for the report category, and then select the report type:
- Consumer Use Tax Document Export
Shows totals for the transactions you've entered in AvaTax. - Consumer Use Tax Document Line Export
Shows totals of each line within the transactions you've entered in AvaTax. - Consumer Use Tax Document Line Detail Export
Shows details for a selected transaction, displaying each tax jurisdiction within a document line. This report includes information like item codes, tax codes, customer codes, tax types, tax override amounts, and tax variance amounts.
- Consumer Use Tax Document Export
- Report details options change depending on the report you select. Select details to filter transaction information you want to include in the report.
- Select Generate and Download Report.