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How do I view transaction details in the admin console?

Overview

You want to see the break down of tax charged on a transaction for each line, including all details.

Environment

Avalara AvaTax

Resolution

  • Go to the Transactions tab:
    • Use the customer code, invoice number, date range, state, etc. as filters to see certain sales 
  • Once you have the transactions pulled up on the Transactions tab:
    • Click on the document code to see the details, which shows items, amounts, essentially all information used to calculate tax.
    • Click "Expand All" to view a drop down of the tax details on all lines