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Avalara - Review Tax History

Release Date: 4/28/23
Version: 8.6 and Above

This application shows the batches of transactions that have been successfully committed using the AvaTax service. Drill downs are available to the individual invoices posted in each batch. Launching the application will prompt the user for a starting and ending date range of the batches to be displayed.

Starting Date -  Enter a starting date. Pressing Enter will default to All.
Ending Date - Enter an ending date if a specific starting date is entered. The default is today's date.

A list of batches that have been posted is displayed.

Batch No. - Batch number assigned when transactions were committed.
PostDate - Date the batch was committed.
Time - Time the batch was committed.
Tot Sale Amt - Total sale amount of the batch.
Tot Txble Amt - Total Taxable amount of the batch.
Tot Tax Amt - Total Tax Amt of the batch.
No. Trx - Number of invoices in the batch.

Press Enter to display the invoices included in the batch.

Enter - Press Enter to drill down to the invoice detail.
F1 - Press F1 to see the tax breakdown of the transaction.
F2 - Press F2 to limit the display to transactions that had a difference between the estimated tax amount and the final committed tax amount.

Batch# - Batch number assigned when the transaction was committed
InvNo – Invoice or credit memo document number
T – Document type C for credit memo and I for Invoice
CustNo – Customer number
ShTo – Invoice ship to number
InvDate – Invoice date
SaleAmt – Invoice sale amount
TaxableAmt – Invoice taxable amount
EstTaxAmt - Total estimated tax amount
TaxAmount – Total tax amount

Pressing the Enter key will drill down to the invoice.

Pressing F1 will show the tax breakdown detail for both the estimated and the actual tax amounts.


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