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Run a sales tax document report

This article applies to:AvaTax

Run sales-tax reconciliation reports to compare the transactions in AvaTax with the invoices in your business application.

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

  1. In AvaTax, go to Reports. The Transaction Reports tab opens.
  2. Select Sales Tax Document Reports for the report category, and then select the report type:
    • Sales Tax Top Line
      Provides a snapshot of each transaction from your companies in AvaTax, giving you a basic summary of the country and/or region(s) selected.
    • Sales Tax Document Summary
      Digs in deeper than the top line report, showing totals for the documents in transactions you've entered into AvaTax.
    • Sales Tax Document Summary Listing by Jurisdiction
      Shows sales tax totals, broken up by taxing jurisdiction or address, for transactions you've entered in AvaTax. Note that options on the Report Level list depend on the country you selected.
    • Sales Tax Document Summary Listing by Address
      Shows totals, broken up by address, for transactions you've entered in AvaTax.
    • Sales Tax Document Line Detail
      Shows more detail than the document summary report, providing you with totals for each document line within the documents in transactions you've entered into AvaTax.
    • Sales Tax Document Line Tax Detail
      Shows a individual jurisdiction's tax details for each document line of the selected document.
  3. Report details options change depending on the report you select. Select details to filter transaction information you want to include in the report.
  4. Select whether you want to preview or export the report, and then select Generate Report.

 

See also

Reports for filing consumer-use tax returns

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