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 engine | Provides 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.
Note: For a list of reports 2.0, see Subscribe Reports using the Vindicia Data Platform —Reports 2.0 |
To generate a one time report:
- Enter the date range
- Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
- Select the Affiliate ID as relevant for the report. Select No Affiliate if not required.
- 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.
- Click Submit.
View the report in the My Reports page.
To schedule a recurring report:
- Toggle Recurring toggle to Yes.
- 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.
- Select the report's Frequency. Choose between Weekly, Monthly or Quarterly.
- Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
- 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
- For Reports 2.0, select the relevant Time Zone for data range selection and display.
- 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. - For Reports 1.0, select the Display Columns you'd like to include in the report.
- 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.
- View the report in the My Reports page.
If using SFTP upload, this report's <report name> is sales_tax_detail.
Display Columns
Field | Description |
---|---|
Record Type | The 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 ID | The Avalara tax jurisdiction identifier, such as County_081. |
Tax Jurisdiction Type | The type of jurisdiction that imposes the tax, such as County or State. |
Tax Address Country | The address that is used for tax calculations. |
Tax Address District | The state or province that is used for tax calculations. |
Tax Address County | The county that is used for tax calculations. |
Tax Address City | The city that is used for tax calculations. |
Tax Postal Code | The postal code that is used for tax calculations. |
Tax Collector | Lists the tax collector to whom payment should be sent. |
Transaction ID | The Subscribe identifier for the transaction. |
Transaction Timestamp | The date and time that the transaction is processed. |
Transaction Amount | The amount of the transaction. |
Tax Amount | Lists the amount of tax collected. |
Currency | Lists the currency in which the tax was collected. |
Refund ID | Identifier for any tax refunds that were applied. |
Refund Timestamp | The date and time the refund is processed. |
Refund Amount | The amount of the refund. |
Account ID | The Account ID that you define. |
Subscription ID | The Subscription ID that you define. |