This article applies to:Avalara AvaTax Update
Run sales-tax reconciliation reports to compare the transactions in AvaTax with the invoices in your business application.
- In AvaTax, go to Reports. The Transaction Reports tab opens.
- Select Sales Tax Document Reports for the report category, and then select the report type:
- 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.
- Document summary
Digs in deeper than the top line report, showing totals for the documents in transactions you've entered into AvaTax.
- Document summary listing
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.
- 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.
- Document line tax detail
Shows a individual jurisdiction's tax details for each document line of the selected document.
- Top line
- Select a date filter, which consists of a date range (the current month, the previous month, or a range you choose) and date type:
- Document date
The date the transaction occurred. Used for both tax calculation and reporting.
- 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 is not visible on transactions in AvaTax.
- Reporting date
The date the transaction was reported. This is the same as the document date, and it doesn't appear on transactions in AvaTax.
- Document date
- Complete other fields:
Hold Ctrl and click to select multiple companies.
- Document code from and Document code to
A transaction ID as assigned by your business application. To run a report against a range of transactions, type the beginning of the range in Document Code From and the end of the range in Document Code To. Leave these fields blank to run a report on all transactions in the date range.
- Customer ID
The unique code referencing your customer, which is typically the same as the one used in your business application.
- Select Generate Report.
|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.|
Reports in AvaTax
Reports for filing consumer-use tax returns