Run a liability worksheet report
This article applies to:AvaTax
If you use Managed Returns, use liability worksheet reports to get summaries of your tax liability by state.
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AvaTax begins updating report data every 30 minutes, so you may need to wait to see your most recent transactions in your reports. Go to the Transactions page for up-to-the-minute activity. |
Learn about Reports in AvaTax.
Steps
- In AvaTax, go to Reports.
The Transaction Reports tab opens. - Select the Liability & Tax Return Reports tab.
- Select Liability Worksheet Reports for the report category, and then select the report type:
- Tax Liability Worksheet State Summary
Shows one row of liability data for each state or province. - Tax Liability Worksheet Summary Return Detail
Shows the tax return information for each state or province. B&O tax, if you have any, is listed in the Other Adjustments column. - Tax Liability Worksheet Carryover Credits
Shows the details of all applied or excluded credits at the tax return level.
- Tax Liability Worksheet State Summary
- Report details options change depending on the report you select. Provide the following as applicable:
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Worksheet Type
If you've requested that Avalara amend a return filing, two records are available for that return--the original unamended version, with mistakes that needed to be fixed, and the final amended version. Choose which version you want to see in your report.
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- Select Generate and Download Report.