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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?

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


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.  


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


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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