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Avalara Help Center

How do I generate a transaction report for a specific time period?

Overview

You're trying to do year-end reporting and need transaction data for this time frame.

Environment

AvaTax

Resolution

  • Log into the Admin Console  and click the Reports tab.
    • Under Standard Sales Tax Reports, click Export Reports.
    • Select your company from the Company drop-down menu.
    • Click Documents (for line items of each transaction choose Document lines).
      • Select your Date range, States, Country, etc. 
      • Select the File Format.
      • Click Generate
  • In the pop-up window, click Start Processing Download.

Next steps

For more information, read Admin Console reports or run an export report.