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Avalara Help Center

Why doesn't the reports data match my liability worksheet totals?

Overview

The transaction detail in reports does not match what is showing on the liability worksheet.

Environment

Avalara AvaTax

Resolution

  • This is generally caused by tax types not matching from the transactions to the type of tax being filed on your return.
    • A simple way to verify would be to run the Sales and Sellers Use Tax Summary report to see what tax type the transactions are calculating.
    • Compare this with the tax type listed on your registration with the jurisdiction.
      • Each jurisdiction will have your company registered for a specific tax type to collect and remit.
    • You can also check the tax type listed in Nexus
  • Check to make sure if any carry-over credits were applied or excluded.
  • If the period is locked, check the status date of the transactions.
  • If the tax types are matching, try to rebuild the liability worksheet.
  • If nothing changes, please contact support.

 

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