Global Tax Determination Cloud reports
This article explains the contents of each report, which filters are required to run the report, and what the report is commonly used for.
Available Global Tax Determination Cloud reports
| Report name | Description | Required filters | Use |
|---|---|---|---|
| Customer Exemption Certificate Report | A list of exemption certificates you uploaded with expiration dates. |
| Use this report to see exemption certificate information for your customers. |
| Entity/Use Code Mapping Report | A list of Entity/Use Codes your customers are mapped to. |
| Use this report to see which Sovos Entity/Use Codes are mapped to your company codes. |
| Good/Service Code Mapping Report | A list of Good/Service Codes your products are mapped to. |
| Use this report to see which Sovos Good/Service Codes are mapped to your company codes. |
| Nexus and Registration Report | A list of all nexuses added to Global Tax Determination with registration numbers. Also shows if a nexus is active or not. |
| Use this report to see which jurisdictions you are obligated to collect taxes in. You can also check the registration status for each nexus. |
| Simplified Transaction Report | A simplified version of the Transaction Detail Report by Line Item and Taxing Jurisdiction with fewer columns |
| Use this report if you want a report similar to the Transaction Detail Report without the more specific details or have lots of data and want a report tha is faster to load and download. |
| Tax Totals by Invoice Report | A summary of an organization's gross amounts and taxes grouped by invoice instead of location. |
| Use this report if you want to find the reason for any differences you found in the Tax Totals by State Report. You can also use this data to file your own returns if you do not have Sales Tax Filing. |
| Tax Totals by Jurisdiction Report | A summary of tax collected by taxing jurisdictions in a given date range. Contains tax rates, tax amounts, and taxable amounts organized by sub taxing jurisdictions within states or territories. |
| Use this report if you want to find the reason for any differences you found in the Tax Totals by State Report. |
| Tax Totals by State Report | A summary of tax collected by state in a given date range. Contains one line for each state and tax type. The columns show the state, county, city, and district taxes as well as total tax for that state. |
| Use this report to see if there any differences between tax amounts in Global Tax Determination and tax amounts in your ledger. |
| Transaction Detail Report by Line Item | Shows the gross amount, the tax rate, the tax amount, the taxable amount, and the exempt amount associated with an invoice line item per row, the columns showing the breakdown of these amounts per taxing jurisdiction. |
| Use this report to see if there any differences between the transactions in Global Tax Determination and in your ledger. |
| Transaction Detail Report by Line Item and Taxing Jurisdiction | Shows the gross amount, the tax rate, the tax amount, the taxable amount, and the exempt amount associated with an invoice line item, broken down by individual taxing jurisdiction per row. |
| Use this report to see if there any differences between the transactions in Global Tax Determination and in your ledger. |
Global Tax Determination Cloud report formats
To download:
TXT
Excel (XLSX)
CSV
JSON
HTML
Markdown (MD)
PNG
To send:
Data Table / HTML
Visualization (PNG)
CSV
XLSX
JSON — Simple
Text (TXT)
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| CSV |
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| JSON |
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| HTML |
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| PNG |
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