Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Reports & Analytics

Sales and Use Extract report

This report provides a summarized extract of at-level U.S. transactions for import into the web version of ONESOURCE Indirect Tax Compliance. The produced extract supports up to 10 exempt reason and code combinations per row. Additional reason codes aren't included in the report.

Purpose

This extract summarizes at-level U.S. and U.S. Territory taxes calculated and recorded in Determination. It's intended to be uploaded to ONESOURCE Indirect Tax Compliance for use in returns preparation.

Parameters

Parameter
Required
Default
Description
Company Name(s)
Yes
None
Lists all companies in the database that are available to the current user. Select one 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 these data 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 - Enterprise Cloud that are available for the selected companies.
In Indirect Tax Compliance Sales and Use Extract report, this column concatenates 3 fields: the tax type, transaction type, and rate code.
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 one or more attributes to include as report filters or columns.

This article applies to:

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

Related Content