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Sales and Use Details report

Purpose

This extract contains details of U.S. and U.S. Territory taxes calculated and recorded in Determination. It's intended to reconcile discrepancies within the Sales & Use Extract report as part of returns preparation. This report replicates the same data as the Sales & Use Extract report but at a detailed level.

Audience

Tax preparation professionals who are responsible for U.S. indirect tax returns and compliance activities.

Parameters

Parameter
Required
Default
Description
Company Name(s)
Yes
None
Lists all companies in the database that are available to the current user. Select 1 or more company names.
Start Date
Yes
None
Enter the date or use the calendar to select the date. The date must be in YYYY-MM-DD format.
End Date
Yes
None
Enter the date or use the calendar to select the date. The date must be in YYYY-MM-DD format.
Date Type
Yes
Transaction
Identifies one of the following date types for transactions in the database:
  • Transaction - The date range is based on the date the tax calculation occurred for the document.
  • Document - The date range is based on document dates.
  • Fiscal - The date range is based on fiscal dates indicated by each transaction.
Tax Type(s)
No
None
Lists tax types defined in Determination that are available for the selected companies.
Taxable State(s)
No
None
Lists states where the selected company or companies have tax-relevant transactions.
Business Location
Yes
None
Identifies which document attribute or line attribute stores the business location.
Attributes & Operators
No
None
Select 1 or more attributes to include as report filters or columns.

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax
  • Subject: Reports

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