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Monthly sales by ship-to state, including sales tax


We have a client who is using Avalara to process sales tax and they have requested a report or inquiry showing monthly sales by ship-to state that will allow them to audit Acumatica sales tax versus Avalara sales tax reports. Has anyone created anything like this?

Best answer by bryanb39

I’d recommend adding a formula that checks to see if the order is Will Call or not.  Will call would be the business address, non will call would be the destination state.  You can get this from joining to the carriers table using ShipVia for the Join and then grabbing the isCommonCarrier field.  Common Carrier would be taxed in the destination state.  

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4 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • June 12, 2024

Hello,

Ship-To-State may be added to a list of Invoices, generic inquiry (Sales Orders is shown here):

Here is the join from AR Invoice to ARShippingAddress table:

Laura


bryanb39
Pro II
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  • Pro II
  • 177 replies
  • Answer
  • June 12, 2024

I’d recommend adding a formula that checks to see if the order is Will Call or not.  Will call would be the business address, non will call would be the destination state.  You can get this from joining to the carriers table using ShipVia for the Join and then grabbing the isCommonCarrier field.  Common Carrier would be taxed in the destination state.  


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • June 12, 2024

hello @rickh45 ,

I agree with Bryan. Here is the join information to add Ship Via, Will Call, and Tax Zones to the same generic inquiry.

Laura


  • Author
  • Freshman I
  • 5 replies
  • June 13, 2024

Thanks all for the replies! We’ll take a look at this and see if it will meet our client’s needs.


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