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Run an export report

This article applies to:Avalara AvaTax Update

Use export reports to export all transaction data based on the criteria you specify. In addition to the export reports for sales tax and consumer use tax, you can run reverse charge export reports or an all taxes report. Liability worksheet reports can also be exported, which can help you file your returns.

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.

To run an export report:

  1. Go to Reports, and then click Transaction reports.
  2. Choose an export report in the Report Category dropdown. Use the Report Name dropdown to select a line or line detail level. 
  3. Use the Details fields to modify the scope of your report. Refer to the Report Details section of this article for help with specific fields. 
  4. Click Generate and download report.

Determine which report you need

Report type Description
Document Export Shows one row of data for each transaction exported.
Document Line Export Shows one row of data for each line on each transaction exported.
Document Line Detail Export Shows one row of data for each tax jurisdiction associated with each line on each transaction exported.
Exemption Certificates Shows one row of data for each exemption certificate entry exported.
EC Sales List (ECL) Shows details of each customer in the EU and the value (in UK pounds sterling) of the supplies made to them in the period. The information can help you fill out the UK EC Sales List (ESL) report.
Reverse Charge Document Shows reverse charges from VAT fees in the EU
All Taxes Shows data on taxes other than sales tax that our service calculates, such as lodging or landed cost. It shows one row of data for each tax jurisdiction associated with each line on each transaction exported.

Fill out the report details

These fields may require additional explanation. Not all fields appear in every report form.

Form field Notes
Date to be used

Select the date type to use when applying a date range:

  • Document date - The date the transaction occurred. Used for both tax calculation and reporting purposes.
  • 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 isn't visible on transactions in AvaTax.
  • Reporting date - The date the transaction was reported. In almost all cases this is the same as the document date, and isn't visible on transactions in AvaTax.
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.
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