Learn how to get Tax Determination data directly from the Snowflake database.

1. Log in to Snowflake using your organization's link.
   The username and password are provided by Professional Services during the implementation phase.
2. Take one of the following steps:
   • Download and edit sample queries of the following Sovos reports: Simplified Transaction Detail Report, Transaction Report by Line Item, Transaction Report by Line Item and Taxing Jurisdiction.

     1. Go to Projects > Worksheets.

     2. On the Worksheets page, click the down arrow, then select SQL Worksheet from the dropdown.

     3. Make sure that your user role is either SYSADMIN or ACCOUNTADMIN and that the correct warehouse is selected.

     4. Copy the text of the sample query and paste it into the SQL worksheet.

     5. Follow the instructions included in the sample query to set the variables and execute the query.

     6. After you have successfully queried the database, the query results will appear in the Results section. To download the data, click the Download results icon, then select a format.

     7. The results will be downloaded to your computer. The file will have the same name as the SQL worksheet.

   • Write your own queries.
     • If modifying one of the Tax Determination Cloud reports does not give you the data you need, you can create a custom query. Snowflake offers extensive SQL support to manipulate data beyond what is possible in Tax Determination Cloud reports.
     • The following table includes some short example queries that show how you might pull, filter, and order data. You can also check the Reference section of the Snowflake documentation for supported SQL commands and functions.
     • When you have written your query, follow the instructions in the previous step option, Download and edit sample queries, to query the database, using your custom query instead of the sample.

       Task	Query
       Pull a list of 100 document numbers	select distinct(transaction_document_number)from lbj_share_view_with_policygroup by transaction_document_numberlimit 100;
       Find transactions with a specific document number	select from lbj_share_view_with_policywhere transaction_document_number = '0689815962';
       Query the line item audit ID, taxing jurisdiction, document tax amount, line item tax amount, taxing jurisdiction-level tax amount, gross amount, and tax rate for a specific document, state, and invoice date range	select line_item_audit_id, tj_type, document_tax_amount,line_item_tax_amount, line_tj_result_tax_amount,gross_amount, tax_rate from lbj_share_view_with_policy where transaction_document_dateBETWEEN TO_DATE('2020-06-01', 'YYYY-MM-DD')AND TO_DATE('2020-06-30', 'YYYY-MM-DD')and ship_to_tjc_state = 'ILLINOIS'and document_audit_id = 'e6f6054e-5c7e-465a-b5c5-4ac840a78078';limit 5;
       Find cities with transactions in a specific state	select distinct(ship_to_tjc_city), count(1)from lbj_share_view_with_policy where ship_to_tjc_state = 'ILLINOIS'group by ship_to_tjc_cityorder by count(1) desc;