Create and print reports in QuickBooks Desktop
This article applies to:AvaTax for QuickBooks Desktop
Create and print reports that tell you about your AvaTax integration for QuickBooks Desktop.
Steps
- In QuickBooks Desktop, go to File > AvaTax > Utilities.
- Under General, select AvaTax Reports.
- Select the kind of report you want to create:
- Configuration
View a report that shows how AvaTax 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.
- Configuration
- Select Generate Report.
- Print the report as needed.