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Run sales tax document data export report

This article applies to:AvaTax

Generate a sales tax document export report, and download the data in a spreadsheet you can customize.

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 Data Export for the report category, and then select the report type:
    • Sales Tax Document Export
      Shows one row of data for each transaction exported.
    • Sales Tax Document Line Export
      Shows one row of data for each line on each transaction exported.
    • Sales Tax Document Line Detail Export
      Shows one row of data for each tax jurisdiction associated with each line on each transaction exported. This report includes information like sourcing (origin or destination), item codes, tax codes, customer codes, tax types, tax override amounts, and tax variance amounts.
  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 Generate and Download Report.
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