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Create and print reports in AvaTax Update for QuickBooks Desktop

Create and print reports that tell you about your AvaTax Update integration for QuickBooks Desktop.

Steps

  1. In QuickBooks Desktop, go to File > AvaTax > Utilities.
  2. Under General, select AvaTax Reports.
  3. Select the kind of report you want to create:
    • Configuration
      View a report that shows how AvaTax Update for QuickBooks Desktop is configured.
    • Freight Code
      View a report that shows available freight codes.
    • Customer Tax Item
      View a report that shows your customers and the tax items (tax jurisdiction or method) and entity use codes assigned to them.
    • Item Tax Code Mapping
      View a report that shows the items you've mapped to tax codes.
    • Tax History Details
      View a report that shows the tax details for any or all transactions. Use the filters to select the transactions you want to include in the report.
      • Next to Date Range, select a date range for the transactions you want to view. 
      • Next to Document Type, select either Sales Invoice or Credit Memos to generate a report that only includes only those kinds of transactions.
  4. Select Generate Report.
  5. Print the report as needed.