For anyone who has been involved with helping a customer agree their Sage sales vs Avalara when it comes time for filing the sales tax:
There doesn't seem to be any single report that outlines the sales amounts that Avalara is going to put on the returns.
From what I can see the only real reconciliation that can be done is the sales tax amount Avalara reports is due vs what your Sage invoices show as having collected for sales tax.
I'm not having much luck in finding any single report in Avalara that shows Total Sales ( for the return period ), Taxable Sales ( for the return period ) and Non Taxable Sales ( for the return period ).
Most of the tax return reports show the current month sales -- although they do appear to show the accurate amount for the tax that will be paid with the return.
The Liability Return Detail pretty much shows only current month taxable, non-taxable and total sales. Although it does also show the taxes due.
Do your customers just agree the tax liability and hope that taxable, non-taxable, total sales are all accurate?
I helped my customer with two prior Avalara return filings and those were fairly easy because they were monthly states.
Now the customer has six other states that have to be filed 12/31 and those are all QTRLY or ANNUAL so there's more than one month sales to reconcile.
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Wayne Schulz
Schulz Consulting
860-516-8990
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