Run the Transaction Detail report

The Transaction Detail report gives you a line-by-line view of taxable transactions, including the customer, the state, the tax applied, and any exemption that was in effect.

Open the report

1. Go to Tax Management > Reports.
2. Click the Transaction Detail card.

Filter the transactions

1. Set a Start Date and an End Date.
2. Optionally choose a State.
3. Optionally type a name in the Customer box to narrow to one customer.
4. Click Filter.

Read the results

Each row shows the following columns:

• Date – the invoice date.
• Invoice # – the invoice number.
• Customer – the customer name.
• State – the customer’s state.
• Amount – the line amount.
• Tax Rate – the effective tax rate.
• Tax Amount – the tax charged.
• Exemption – shows whether an exemption certificate applied to the transaction.

Results are paginated, so use the page links at the bottom to move through long lists.

Tip: This report is useful for audits because it ties each taxable line back to its invoice and any exemption on file. To save a copy, see Export or print a tax report.