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.
note
See related content for audience and parameter details for the Sales and Use Details report as those are the same.
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:
|
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. |
Related Content
-
Standard reports
Format:
Article,
1 min read