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:
|
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. |
Related Content
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Standard reports
Format:
Article,
1 min read