Which reports are found where?

The following reports are available in Sales Tax Filing only:

• Compliance Detail Report

• Compliance Detail Report Summary

• Data On Hold Report

• Deleted Transaction Report

• Payment Account Amount Report

• Payment Account by Return Amount Report

• Return Data Report

• Tax Filed Report - Current Period Returns

• Tax Filed Report - Liability Summary

• Tax Filed Report - Reconciliation

The following reports are available in Global Tax Determination only:

• Customer Exemption Certificate Report

• Entity/Use Code Mapping Report

• Good/Service Code Mapping Report

• Nexus and Registration Report

• Tax Totals by Invoice Report

• Tax Totals by Jurisdiction Report

• Tax Totals by State Report

The following reports are available in both Sales Tax Filing and Global Tax Determination:

• Transaction Detail Report by Line Item

• Transaction Detail Report by Line Item and Taxing Jurisdiction

When to run reports in Sales Tax Filing vs. Global Tax Determination

Reports in Sales Tax Filing focus on what tax amounts are being filed and where, while reports in Global Tax Determination focus on organization setup and transaction data.

Use Sales Tax Filing reports to:

• See the tax collected for a given filing period

• Check which transactions are included in which returns

• Keep track of your organization's liability

Use Global Tax Determination reports to:

• Make sure your organization is set up correctly

• Check if the tax amounts calculated by Global Tax Determination match yours

• See where your organization has nexus