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How can I see a report for payment method and payment type for all my returns?

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Overview

How can I see a report for payment method and payment type for all my returns?

Environment

Avalara Avatax

Avatax Returns

Resolution

  • To get a report showing filing type for all jurisdictions we do not have a report that shows that information. You can, however pull an export showing filing method for returns we have already filed. Go to Tax Returns>Filing Archive and select all months and all jurisdictions and export the report. 
  • Payment information is only available for ACH payments which you can download also from the Filing Archive> Click Here to Download ACH payment trace IDs for the Selected Month.