How do I locate NetSuite transactions in AvaTax Update?

Overview

You are trying to reconcile NetSuite transactions in AvaTax. You want to know what report to use.  

Environment

AvaTax

Resolution

• The Avalara DocCode Id is the same as the NetSuite internal ID found at the end of the URL of the invoice.
• In your AvaTax Update account, after clicking on the hyperlink of the Avalara DocCode. The Reference Code is the NetSuite invoice number.
• If you are looking for a report in AvaTax Update which shows the DocCode, Customer Code and ReferenceCode you can use a 'Transactions report'.  The report category is 'Sales tax document data export' and the report name is 'Sales tax document export'.