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How can I run a report to see invoice totals in Canada without the itemized breakout of the invoice?

Overview

I need to be able to run a report to see totals for invoices in Canada without seeing each line of the invoices themselves.

Environment

Avalara Avatax

Resolution

  • Click Reports under Standard sales and seller's use tax reports.
  • Click Export report.
  • Choose Documents level.
  • Choose your criteria for report.
  • Click Generate.
  • You should now see a report that has only the header level information for each invoice.