Skip to main content
Avalara Help Center

Which report will show me the amount of WA Business and Occupation tax calculated?

Overview

You do not see the tax calculated for the WA B&O tax and would like to know where to view that. 

Environment

AvaTax Update

Avalara Returns

Resolution

  • To view the WA B&O tax amounts, generate a Tax liability worksheet summary return detail report:

    • The Tax liability worksheet summary return detail report will show you the B&O taxes in column AC: Other Adjustments:
      • Reports > Liability & tax return reports
        STEP1.png
      •  Report category: Select 'Liability & tax return reports' 
        STEP2.png

         
      • Report name: Select 'Tax liability worksheet summary return detail'
        STEP3.png
      • Set the date range
      • Click Generate and Download report ( This report will be exported as an Excel (.xls) file )
    • Even though it isn't labeled as such, the B&O amount is placed in column AC: Other Adjustments

-------------------------------------------------------------

  • B&O Tax will be entered as an Other Adjustment in your liability worksheet.
    • If you have informed us that you have a unique B&O filing requirement, a member of our Reconciliations team will make a manual adjustment to your B&O amount the worksheet already calculated.
    • These adjustments take place between the 8th though the 10th of each month.
    • If you have any questions about how your B&O tax was calculated or why your B&O tax changed, please contact avataxreturns@avalara.com.
  • The B&O tax is not applied to individual transactions, so it is not shown on the transactions in {{ATN}}.

Note: If B&O has already been added to your worksheet and additional transactions are added after the fact, or if any of your transactions have tax amount/rate overrides, this will cause B&O to be recalculated at the time of filing your return. This will either cause a pull of additional funds or a refund at the end of the filing cycle, depending on if the B&O amount was raised or lowered.