Sales Tax Detail

The Sales Tax Detail report lists all collected tax information for Transactions performed during the selected time period, sorted by Country, State, County, and District.

This report can be generated using Reports 1.0 or Reports 2.0 data engine.

Reports 1.0 data engineProvides the data you need in the reports up to near real-time. Reports data is displayed in UTC time zone. Reports 1.0 lets you select which display columns to include in the report. Report generation is slow and typically lasts several hours.
Reports 2.0 data engine (default)Supports 20 most commonly used Subscribe reports. Reports 2.0 operates in UTC time zone. You can select which time zone to use for the report data display. Reports display all the available columns. Data is available for the prior two years and up to the previous day according to UTC time. Report generation is quicker as data is prepared ahead of time, once a day.

To generate a one time report:

  1. Enter the date range
  2. Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
  3. Select the Affiliate ID as relevant for the report. Select No Affiliate if not required.
  4. For Reports 2.0, select the relevant Time Zone for data range selection and display. Data is available for the previous day at 13:00 UTC time.
    Note: A notification error message appears when attempting to run reports for which data is not yet available. The report can be submitted and includes data up to the available time.
  5. Click Submit.

    View the report in the My Reports page.

To schedule a recurring report:

  1. Toggle Recurring toggle to Yes.
  2. Select a date for the first reporting period.
    Note: Reports display data occurring starting from the defined date. For example, a monthly report starting on March 1st displays data for the month of March up to March 31st.
  3. Select the report's Frequency. Choose between Weekly, Monthly or Quarterly.
  4. Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
  5. Select the Affiliate ID as relevant for the report. Select No Affiliate if not required. The report is grouped by Affiliate, with a Summary for each grouping and a Grand Summary at the bottom of the report
  6. For Reports 2.0, select the relevant Time Zone for data range selection and display.
  7. Optional. If you want to receive the report uploaded to an SFTP Server, enable this option and provide the required details.

    When enabled, a scheduled report will be uploaded to the specified SFTP Server. The SFTP report follows the <report name>-<frequency>-<timestamp>.csv naming convention where:

    • <report name> is the name of the report
    • <frequency> is the defined frequency such as monthly, weekly, quarterly, daily or once
    • <timestamp> is the format YYYY-MM-DD"T"HH_MI_SS.TZ, where TZ is the timezone offset, for example, 2022-01-27T10_57_02.433174455Z.
    Note: An email notification is sent if there is an issue in generating or downloading the report on the specified SFTP Server.
  8. For Reports 1.0, select the Display Columns you'd like to include in the report.
  9. Click Submit.

    The report is submitted and will be generated according to the details provided. If you have provided an email or SFTP details, you will be notified when it is available for viewing.

  10. View the report in the My Reports page.
Note:

If using SFTP upload, this report's <report name> is sales_tax_detail.

Display Columns

Note: The report's display columns order is machine-generated and may therefore change without prior notice.
FieldDescription
Record TypeThe tax event, such as Transaction or Refund.
Tax Jurisdiction Name

The name of the tax jurisdiction. For example, the name of the country, state,

province, or city.

Tax Jurisdiction IDThe Avalara tax jurisdiction identifier, such as County_081.
Tax Jurisdiction TypeThe type of jurisdiction that imposes the tax, such as County or State.
Tax Address CountryThe address that is used for tax calculations.

Tax Address

District

The state or province that is used for tax calculations.
Tax Address CountyThe county that is used for tax calculations.
Tax Address CityThe city that is used for tax calculations.
Tax Postal CodeThe postal code that is used for tax calculations.
Tax CollectorLists the tax collector to whom payment should be sent.
Transaction IDThe Subscribe identifier for the transaction.

Transaction

Timestamp

The date and time that the transaction is processed.

Transaction

Amount

The amount of the transaction.
Tax AmountLists the amount of tax collected.
CurrencyLists the currency in which the tax was collected.
Refund IDIdentifier for any tax refunds that were applied.

Refund

Timestamp

The date and time the refund is processed.
Refund AmountThe amount of the refund.
Account IDThe Account ID that you define.
Subscription IDThe Subscription ID that you define.
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