Use exemption reports to get more information about your exempt customers, and transactions where you've exempted customers from tax but don't have a current exemption certificate on file.
AvaTax Update 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 Update.
To run an exemption report:
- Go to Reports, and click Data export
- Select the type of report you want to run in the Report dropdown
- Fill out the required fields. Once you've set up your parameters for the report you want to run, click Generate report.
Determine which report you need
|Exemption Exposure||Shows your total exempt transactions that don't have current exemption certificates on file. Click links in the report to see this exposure summarized by customer or by transaction.|
|Exemption Exposure Aging||Shows groups of exempt transactions that don't have current exemption certificates on file. Transactions display in four groups - current, greater than 30 days, greater than 60 days, and greater than 90 days.|
|Sales tax exemption certificates||Shows exemptions in your AvaTax company based on criteria you set. Exemptions display in a spreadsheet on individual lines that include both customer and certificate information. Select the columns to include in your report - these are the same columns from the Exemptions Import Toolkit.|