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What is the best report to use for filing in California?


You are filing in California and need to know which report is the best to use. 


Avalara Avatax


  • Use the Sales and Sellers Use Tax Levels report - formatted for California specifically:
    • Go to Reports Standard Sales Tax Reports > Tax Return Reports Sales and Seller's Use Tax levels.
  • This report breaks out the taxes similar to the return in California. 
  • Please note that this cannot be compared to the Sales and Sellers Use Tax Summary report because of the logic on the Levels report.
    • The values will not match. 
    • We recommend using a Reconcile report to reconcile transactions. For more information on our recommended reconciliation process, see Reconcile Transactions.





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